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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
LG
1476
LaFleur & Godfrey
Michigan
$267K
OL
1477
Optas LLC
Texas
$266K +$284 +1 +0.1%
PWG
1478
Portside Wealth Group
Utah
$266K +$274K +964 New
AHL
1479
Abel Hall LLC
Louisiana
$265K
ME
1480
McIlrath & Eck
Washington
$264K
FA
1481
FDx Advisors
Illinois
$264K -$24.4K -86 -8%
SG
1482
Somerset Group
Minnesota
$264K
PS
1483
Planned Solutions
California
$263K +$17K +60 +7%
VP
1484
Verum Partners
North Carolina
$263K +$3.69K +13 +1%
SS
1485
Sunbelt Securities
Texas
$263K +$239K +843 +753%
TWA
1486
TCI Wealth Advisors
Arizona
$262K -$32.9K -116 -11%
AIM
1487
Aigen Investment Management
New York
$262K +$270K +950 New
EA
1488
Echo45 Advisors
California
$262K +$15.1K +53 +6%
FC
1489
Forte Capital
New York
$262K
HWA
1490
Heritage Wealth Advisors
Virginia
$262K -$42.9K -151 -14%
QC
1491
Quent Capital
New York
$261K +$1.14K +4 +0.4%
MAWA
1492
Moss Adams Wealth Advisors
Washington
$261K +$27.3K +96 +11%
HI
1493
Harrington Investments
California
$261K
SWM
1494
Segment Wealth Management
Texas
$261K
BAM
1495
Blueshift Asset Management
New Jersey
$261K +$268K +943 New
OP
1496
ORG Partners
Indiana
$260K -$7.95K -28 -3%
SLWA
1497
San Luis Wealth Advisors
California
$259K +$852 +3 +0.3%
DI
1498
Diligent Investors
California
$257K
EFM
1499
E Fund Management
China
$256K +$264K +928 New
HC
1500
Hendley & Co
Ohio
$256K

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.