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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
CEI
1576
Clark Estates Inc
New York
$221K
CPC
1577
Congress Park Capital
New York
$221K
RB
1578
Rodgers Brothers
Pennsylvania
$221K
G
1579
GenTrust
Florida
$220K +$568 +2 +0.3%
NG
1580
Norden Group
Utah
$220K +$226K +796 New
LAM
1581
Longboard Asset Management
Arizona
$219K +$225K +794 New
BL
1582
Balentine LLC
Georgia
$219K
IPGDR
1583
Investidor Profissional Gestao de Recursos
Brazil
$218K +$224K +790 New
KA
1584
Kovack Advisors
Florida
$218K -$6.53K -23 -3%
NRC
1585
New Republic Capital
North Carolina
$216K +$13.6K +48 +7%
LJAC
1586
L.J. Altfest & Co
New York
$215K +$220K +776 +84%
LS
1587
Leelyn Smith
Illinois
$215K
DAS
1588
Diversify Advisory Services
Utah
$214K -$144K -506 -38%
MW
1589
Maia Wealth
Colorado
$213K +$16.8K +59 +8%
SFM
1590
Signet Financial Management
New Jersey
$212K +$1.7K +6 +0.8%
KCM
1591
Kathmere Capital Management
Pennsylvania
$212K +$218K +767 New
DOA
1592
D'Orazio & Associates
Virginia
$211K +$8.23K +29 +4%
PCM
1593
Princeton Capital Management
New Jersey
$211K +$217K +765 New
CT
1594
Colonial Trust
South Carolina
$211K +$63.3K +223 +41%
EA
1595
Everpar Advisors
Oklahoma
$211K +$7.95K +28 +4%
NPI
1596
New Perspectives Inc
Mississippi
$211K
LAS
1597
LWM Advisory Services
Florida
$210K
GKWIM
1598
Gerber Kawasaki Wealth & Investment Management
California
$210K +$10.5K +37 +5%
HPM
1599
Hoxton Planning & Management
West Virginia
$210K -$2.27K -8 -1%
PWA
1600
Provenance Wealth Advisors
Florida
$209K

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.