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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
TIM
1676
Thompson Investment Management
Wisconsin
$91.2K +$93.7K +330 New
WWA
1677
Wingate Wealth Advisors
Massachusetts
$89.8K +$92.3K +325 New
AG
1678
AmeriFlex Group
Nevada
$89.5K +$93.4K +329 New
AA
1679
AlphaCentric Advisors
Puerto Rico
$88.7K -$4.83K -17 -5%
MHR
1680
Matthew Hamilton Rosenberg
$88.4K +$43.4K +153 +92%
KIM
1681
Kestra Investment Management
Texas
$88.2K +$90.6K +319 New
HFS
1682
Hantz Financial Services
Michigan
$88K
TIM
1683
Tortoise Investment Management
New York
$87.6K +$13.9K +49 +18%
PSFG
1684
Park Square Financial Group
Georgia
$87.6K +$90K +317 New
RFA
1685
Reyes Financial Architecture
California
$87K +$89.5K +315 New
ITIM
1686
Indiana Trust & Investment Management
Indiana
$86.5K
CBT
1687
Crews Bank & Trust
Florida
$86.5K +$88.9K +313 New
KFI
1688
Key Financial Inc
Pennsylvania
$85.1K +$24.4K +86 +39%
BCM
1689
Berbice Capital Management
New York
$82.9K +$85.2K +300 New
LC
1690
Lavaca Capital
Texas
$82.9K +$85.2K +300 New
PWA
1691
Physician Wealth Advisors
Utah
$81.8K +$84.1K +296 New
PWMG
1692
Private Wealth Management Group
New Jersey
$79K
HWM
1693
Horizons Wealth Management
North Carolina
$77.9K
WTFG
1694
Wood Tarver Financial Group
Idaho
$77K +$80.1K +282 New
FMII
1695
Farmers & Merchants Investments Inc
Nebraska
$76.5K -$1.42K -5 -2%
MLA
1696
MB, Levis & Associates
Pennsylvania
$76.5K
SL
1697
Salomon & Ludwin
Virginia
$74.6K
APW
1698
Acima Private Wealth
Virginia
$72.9K
CSC
1699
Cove Street Capital
California
$71.8K
GFL
1700
Granite FO LLC
New Hampshire
$71.8K

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.