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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
FFA
1526
Founders Financial Alliance
North Carolina
$246K +$3.12K +11 +1%
NPAN
1527
Northeast Planning Associates NH
New Hampshire
$246K +$252K +889 New
NG
1528
Novem Group
New York
$245K +$252K +887 New
MMM
1529
Mendel Money Management
Illinois
$245K
PJWM
1530
Philip James Wealth Mangement
Georgia
$244K +$284 +1 +0.1%
JJBC
1531
James J. Burns & Company
New York
$244K +$31K +109 +14%
NAS
1532
NWF Advisory Services
California
$244K +$250K +880 New
MWA
1533
Midland Wealth Advisors
Illinois
$243K
RPWA
1534
Regent Peak Wealth Advisors
Georgia
$243K -$104K -366 -29%
AFS
1535
Axiom Financial Strategies
Indiana
$241K -$9.94K -35 -4%
JFG
1536
Jefferies Financial Group
New York
$241K -$104K -366 -30%
KWM
1537
Kolinsky Wealth Management
New Jersey
$240K -$6.53K -23 -3%
FFN
1538
Focus Financial Network
Minnesota
$240K -$218K -769 -47%
SB
1539
Sunflower Bank
Texas
$240K +$12.2K +43 +5%
AWM
1540
Aprio Wealth Management
Georgia
$239K +$19.6K +69 +9%
FBC
1541
Fairfield, Bush & Co
Connecticut
$238K
CCA
1542
Childress Capital Advisors
Texas
$237K -$20.4K -72 -8%
BMO
1543
Beck Mack & Oliver
New York
$237K
EM
1544
Excalibur Management
Massachusetts
$237K +$568 +2 +0.2%
AL
1545
Aspiriant LLC
California
$236K +$242K +853 New
MCC
1546
Maiden Cove Capital
Maine
$235K +$852 +3 +0.4%
WWM
1547
WT Wealth Management
Arizona
$233K
LTAS
1548
Linden Thomas Advisory Services
North Carolina
$232K -$1.14K -4 -0.5%
PP
1549
Pacifica Partners
Canada
$232K +$19.9K +70 +9%
CC
1550
Climber Capital
Switzerland
$232K +$238K +839 New

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.