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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
IPAM
1451
Investment Partners Asset Management
New Jersey
$282K +$59.6K +210 +26%
FA
1452
Financial Advisors
Massachusetts
$282K
CFP
1453
Cascade Financial Partners
California
$281K
RCM
1454
RB Capital Management
Nevada
$279K +$284 +1 +0.1%
AM
1455
Atwater Malick
Pennsylvania
$279K
CIP
1456
Convergence Investment Partners
Florida
$277K -$1.99K -7 -0.7%
AGP
1457
Autumn Glory Partners
Texas
$276K
RC
1458
RBF Capital
California
$276K
GIA
1459
GHP Investment Advisors
Colorado
$276K
HFS
1460
HBC Financial Services
Washington
$276K
CS
1461
Crescent Sterling
Louisiana
$276K +$39.8K +140 +16%
NW
1462
Naviter Wealth
Arkansas
$276K +$282K +994 New
OL
1463
OneFund LLC
Florida
$275K +$2.27K +8 +0.8%
IAN
1464
Integrated Advisors Network
Texas
$275K +$3.98K +14 +1%
KIC
1465
Kensington Investment Counsel
California
$274K -$185K -653 -40%
CIAS
1466
Capital Investment Advisory Services
North Carolina
$274K +$20.2K +71 +8%
SC
1467
Sapient Capital
Indiana
$273K -$23K -81 -8%
TC
1468
TAGStone Capital
North Carolina
$272K +$1.42K +5 +0.5%
WF
1469
Wayfinding Financial
Washington
$272K +$279K +982 New
MEAC
1470
M.E. Allison & Co
Texas
$270K +$278K +978 New
WF
1471
Womack Financial
Texas
$269K +$276K +973 New
RWM
1472
Revisor Wealth Management
Ohio
$269K -$126K -443 -31%
JSW
1473
Journey Strategic Wealth
New Jersey
$268K
SAI
1474
Savvy Advisors Inc
New York
$268K -$434K -1,530 -61%
RB
1475
Renasant Bank
Mississippi
$268K +$28.4K +100 +11%

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.