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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
DI
1501
Disciplined Investors
Texas
$255K +$277K +974 New
WF
1502
WoodTrust Financial
Wisconsin
$255K
BWA
1503
BlueChip Wealth Advisors
Georgia
$254K +$33.8K +119 +15%
CFO
1504
CVA Family Office
Colorado
$254K +$13.6K +48 +5%
CAL
1505
Capital Analysts LLC
Pennsylvania
$254K +$1.99K +7 +0.8%
MHC
1506
May Hill Capital
Massachusetts
$254K +$261K +919 New
MCCA
1507
Mill Creek Capital Advisors
Pennsylvania
$254K -$26.1K -92 -9%
SAA
1508
Southeast Asset Advisors
Georgia
$254K +$37.5K +132 +17%
BWP
1509
Barlow Wealth Partners
Kentucky
$253K +$5.11K +18 +2%
EL
1510
Essex LLC
Illinois
$253K
LWL
1511
Leo Wealth LLC
Texas
$253K +$2.56K +9 +1%
VWA
1512
Visionary Wealth Advisors
Illinois
$253K -$5.39K -19 -2%
KCM
1513
Kornitzer Capital Management
Kansas
$253K +$32.4K +114 +14%
TC
1514
Trilogy Capital
California
$252K -$9.37K -33 -3%
FMP
1515
Financial Management Professionals
Texas
$251K +$1.99K +7 +0.8%
FCAS
1516
First Command Advisory Services
Texas
$251K +$127K +446 +97%
SWM
1517
Seed Wealth Management
Illinois
$250K
CFA
1518
CWS Financial Advisors
Michigan
$249K +$256K +901 New
ACM
1519
AUA Capital Management
Pennsylvania
$249K
EDRH
1520
Edmond de Rothschild Holding
Switzerland
$249K +$45.4K +160 +22%
I
1521
INVST
Indiana
$248K -$5.11K -18 -2%
GPW
1522
Genesis Private Wealth
Virginia
$248K +$255K +897 New
VWWMG
1523
Vermillion & White Wealth Management Group
Pennsylvania
$248K +$255K +897 New
AA
1524
Ancora Advisors
Ohio
$247K +$34.1K +120 +15%
CA
1525
CoreCap Advisors
Michigan
$247K -$32.1K -113 -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.