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1,898 hedge funds and large institutions have $99.4B invested in Chubb in 2024 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 769 increasing their positions, 609 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 221 | Existing positions closed: 94

26% more repeat investments, than reductions

Existing positions increased: 769 | Existing positions reduced: 609

5% more funds holding

Funds holding: 1,8021,898 (+96)

1.39% more ownership

Funds ownership: 89.17%90.56% (+1.4%)

0% more call options, than puts

Call options by funds: $396M | Put options by funds: $395M

4% less capital invested

Capital invested by funds: $104B → $99.4B (-$4.21B)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

Holders
1,898
Holders Change
+96
Holders Change %
+5.33%
% of All Funds
25%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.55%
New
221
Increased
769
Reduced
609
Closed
94
Calls
$396M
Puts
$395M
Net Calls
+$808K
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
1426
Edgestream Partners
New Jersey
$301K +$309K +1,088 New
BCG
1427
Breakwater Capital Group
New Jersey
$298K -$1.42K -5 -0.5%
HB
1428
HTLF Bank
Colorado
$297K -$34.4K -121 -10%
DTL
1429
Dynamic Technology Lab
Singapore
$297K +$305K +1,075 New
CCG
1430
Cypress Capital Group
Florida
$295K -$42.3K -149 -12%
AWA
1431
Arete Wealth Advisors
Illinois
$295K +$105K +370 +53%
CG
1432
Clarus Group
Texas
$294K
ANBT
1433
American National Bank & Trust
Texas
$293K +$114K +400 +61%
WI
1434
Westbourne Investments
Virginia
$292K +$300K +1,058 New
AWM
1435
Affinity Wealth Management
Delaware
$292K +$852 +3 +0.3%
GWANC
1436
Guardian Wealth Advisors (North Carolina)
North Carolina
$290K +$32.1K +113 +12%
FRA
1437
Front Row Advisors
California
$290K -$852 -3 -0.3%
NEPPG
1438
New England Professional Planning Group
Rhode Island
$289K +$8.23K +29 +3%
PCG
1439
Prosperity Consulting Group
Maryland
$289K +$16.2K +57 +6%
MA
1440
MCF Advisors
Kentucky
$288K
NFC
1441
Northstar Financial Companies
Pennsylvania
$288K +$296K +1,043 New
IA
1442
IMZ Advisory
Florida
$288K
AAS
1443
Ameritas Advisory Services
Nebraska
$288K -$32.1K -113 -10%
V
1444
VeraBank
Texas
$287K
RTC
1445
Real Talk Capital
Tennessee
$286K
AS
1446
Aware Super
Australia
$285K +$293K +1,032 New
GWAM
1447
Guardian Wealth Advisors (Minnesota)
Minnesota
$285K -$24.1K -85 -8%
PL
1448
Parthenon LLC
Kentucky
$284K
FFBTD
1449
First Financial Bank - Trust Division
Ohio
$283K +$10.5K +37 +4%
TC
1450
Trust Company
Kansas
$283K +$66.7K +235 +30%

CB Hedge Fund Activity: Q4 2024 in Review

1,898 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2024, worth a combined $99.4B — down 4.1% from $104B a quarter earlier.

Buyers outnumbered sellers: 221 funds opened new CB positions and 94 closed out — a net gain of 127 holders — while 769 added to existing stakes and 609 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $1.52B. The largest seller was Capital International Investors, cutting an estimated $337M.

  • 1,898 institutional investors held Chubb (CB) as of Q4 2024, up from 1,802 in Q3 2024.
  • Funds reported $99.4B of Chubb stock for Q4 2024, down 4.1% quarter-over-quarter.
  • 221 funds opened new Chubb positions in Q4 2024 and 94 closed out, a net change of +127 holders.
  • The largest Chubb buyer in Q4 2024 was Demars Financial Group, an estimated $1.52B added.
  • The largest Chubb seller in Q4 2024 was Capital International Investors, an estimated $337M sold.

Based on aggregated 13F filings for Q4 2024.