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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
GWSG
1626
GPS Wealth Strategies Group
Colorado
$197K +$1.7K +6 +0.8%
BGAI
1627
Bruce G. Allen Investments
Colorado
$197K +$40.3K +142 +25%
UCB
1628
United Community Bank
South Carolina
$187K
SIC
1629
Salem Investment Counselors
North Carolina
$187K -$28.4K -100 -13%
LOIP
1630
Live Oak Investment Partners
Texas
$186K
LFG
1631
Larson Financial Group
Missouri
$186K +$30.7K +108 +19%
HBW
1632
Hazlett, Burt & Watson
West Virginia
$185K +$15.3K +54 +9%
MWA
1633
Medallion Wealth Advisors
Connecticut
$178K +$183K +646 New
DAM
1634
Delta Asset Management
Tennessee
$175K
GKIM
1635
GW&K Investment Management
Massachusetts
$173K +$1.7K +6 +1%
AF
1636
Aviso Financial
Ontario, Canada
$170K +$14.2K +50 +9%
SOS
1637
Silver Oak Securities
Tennessee
$170K +$175K +616 New
CBT
1638
CoreFirst Bank & Trust
Kansas
$166K -$21.6K -76 -11%
CPBTD
1639
Central Pacific Bank - Trust Division
Hawaii
$157K
DMBA
1640
Deseret Mutual Benefit Administrators
Utah
$154K -$3.41K -12 -2%
VCM
1641
Versant Capital Management
Arizona
$153K +$89.7K +316 +134%
HCP
1642
Hexagon Capital Partners
Arkansas
$151K +$17K +60 +12%
GTAM
1643
Global Trust Asset Management
Florida
$147K -$118K -417 -44%
AGWCA
1644
Annis Gardner Whiting Capital Advisors
Florida
$146K +$19.9K +70 +15%
SSB
1645
Sandy Spring Bank
Maryland
$144K +$32.1K +113 +28%
GSWM
1646
Golden State Wealth Management
California
$139K +$143K +503 New
SS
1647
SBI Securities
Japan
$133K +$137K +482 New
BBPWM
1648
Blue Bell Private Wealth Management
Pennsylvania
$133K -$1.99K -7 -1%
USB
1649
Union Savings Bank
Connecticut
$130K
BLC
1650
Brown, Lisle/Cummings
Rhode Island
$130K

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.