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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
RWM
1601
Rockline Wealth Management
New York
$209K
FAG
1602
Fortitude Advisory Group
Washington
$209K +$1.42K +5 +0.7%
BFA
1603
Bill Few Associates
Pennsylvania
$208K -$2.84K -10 -1%
HIP
1604
HUB Investment Partners
Texas
$208K -$44.9K -158 -17%
MFG
1605
Mosaic Financial Group
Illinois
$208K
GWCM
1606
Godshalk Welsh Capital Management
Pennsylvania
$207K -$9.94K -35 -4%
WCA
1607
Westover Capital Advisors
Delaware
$207K
PCMC
1608
Private Capital Management (Colorado)
Colorado
$207K -$58.8K -207 -22%
GAM
1609
Gould Asset Management
California
$206K
APP
1610
Avantax Planning Partners
Iowa
$206K -$10.5K -37 -5%
RWP
1611
Revolve Wealth Partners
New Jersey
$205K +$211K +743 New
ALC
1612
Alexander Labrunerie & Co
Missouri
$205K +$211K +742 New
PA
1613
Prossimo Advisors
California
$205K
BFC
1614
Bedel Financial Consulting
Indiana
$205K -$284 -1 -0.1%
KCPG
1615
Kavar Capital Partners Group
Kansas
$204K
ZIM
1616
Zacks Investment Management
Illinois
$204K +$284 +1 +0.1%
UAML
1617
US Asset Management LLC
Pennsylvania
$204K -$15.1K -53 -7%
PWM
1618
PBMares Wealth Management
Virginia
$204K
SPF
1619
South Plains Financial
Texas
$203K +$208K +733 New
CHP
1620
Cable Hill Partners
Oregon
$202K +$2.56K +9 +1%
PFC
1621
Poplar Forest Capital
California
$202K
WCM
1622
Washington Capital Management
Washington
$201K
TIA
1623
Tiemann Investment Advisors
California
$201K -$7.1K -25 -3%
OWA
1624
One Wealth Advisors
California
$200K -$48.8K -172 -19%
OFS
1625
Orrstown Financial Services
Pennsylvania
$200K

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.