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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
BHPW
1551
Beverly Hills Private Wealth
California
$231K +$237K +836 New
MW
1552
MBL Wealth
North Carolina
$231K -$284 -1 -0.1%
SWA
1553
Stratos Wealth Advisors
Ohio
$230K -$11.4K -40 -5%
SWK
1554
Stephen W. Kidder
$229K -$5.68K -20 -2%
BFA
1555
Bragg Financial Advisors
North Carolina
$228K -$28.4K -100 -11%
CFG
1556
Clayton Financial Group
Missouri
$228K -$4.83K -17 -2%
PCM
1557
Poehling Capital Management
Wisconsin
$228K -$9.09K -32 -4%
WMA
1558
Wealth Management Associates
New Jersey
$228K
BIA
1559
Barry Investment Advisors
Massachusetts
$228K -$50K -176 -18%
SM
1560
Salzhauer Michael
$228K
AWA
1561
AGH Wealth Advisors
Kansas
$227K +$233K +822 New
NFC
1562
Northeast Financial Consultants
Connecticut
$227K +$5.96K +21 +3%
AI
1563
Accredited Investors
Minnesota
$227K -$284 -1 -0.1%
BB
1564
Busey Bank
Illinois
$227K -$22.7K -80 -9%
CRIG
1565
Charter Research & Investment Group
Connecticut
$227K
CD
1566
Chapin Davis
Maryland
$226K
WCM
1567
Wedge Capital Management
North Carolina
$225K +$8.23K +29 +4%
FAT
1568
First American Trust
California
$224K +$852 +3 +0.4%
PSP
1569
Principal Street Partners
Tennessee
$224K +$230K +811 New
IF
1570
Intrua Financial
Texas
$224K -$32.7K -115 -12%
CWG
1571
Crown Wealth Group
North Carolina
$224K -$568 -2 -0.2%
TSWM
1572
Triangle Securities Wealth Management
North Carolina
$223K
RA
1573
Rise Advisors
New York
$222K +$852 +3 +0.4%
FBT
1574
First Bank & Trust
South Dakota
$222K -$45.2K -159 -17%
TWM
1575
Thrive Wealth Management
Pennsylvania
$221K -$9.37K -33 -4%

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.