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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
LDB
1701
Lee, Danner & Bass
Tennessee
$68.8K +$70.7K +249 New
IRC
1702
Investors Research Corp
Georgia
$68.2K
RTC
1703
Riverview Trust Company
Washington
$68.2K
OC
1704
Oakmont Corp
California
$66.3K
HWM
1705
Hemington Wealth Management
Virginia
$66K +$8.8K +31 +15%
HNB
1706
Hilltop National Bank
Wyoming
$65.8K -$25.8K -91 -28%
WWP
1707
WR Wealth Planners
Missouri
$65.5K -$4.26K -15 -6%
BWAM
1708
Boyd Watterson Asset Management
Ohio
$62.4K
BIA
1709
Bell Investment Advisors
California
$61.3K -$568 -2 -0.9%
AA
1710
Addison Advisors
Vermont
$59.4K
CSC
1711
Caldwell Sutter Capital
California
$58.9K
TFM
1712
TFC Financial Management
Massachusetts
$56.6K -$9.94K -35 -15%
AAG
1713
Armstrong Advisory Group
Massachusetts
$56.6K
AP
1714
Atwood & Palmer
Missouri
$56.6K
ETS
1715
ESL Trust Services
New York
$55.3K
Loomis, Sayles & Company
1716
Loomis, Sayles & Company
Massachusetts
$55K +$56.8K +200 New
PPC
1717
Park Place Capital
Alabama
$55K
CYG
1718
Clean Yield Group
Vermont
$52.8K +$12.2K +43 +29%
NSIM
1719
North Star Investment Management
Illinois
$52.8K +$49.4K +174 +1,024%
TF
1720
Tompkins Financial
New York
$52.2K
OSNBOA
1721
Old Second National Bank of Aurora
Illinois
$51.4K +$1.7K +6 +3%
CTA
1722
Colonial Trust Advisors
South Carolina
$51.1K -$30.1K -106 -36%
BCMLT
1723
Beacon Capital Management LLC (Tennessee)
Tennessee
$50.8K +$1.42K +5 +3%
RCM
1724
Raleigh Capital Management
North Carolina
$50.6K -$1.42K -5 -3%
CFGS
1725
Concourse Financial Group Securities
Alabama
$50.4K -$23.3K -82 -30%

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.