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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
AFG
1726
Albion Financial Group
Utah
$49.6K +$40.9K +144 +411%
HWA
1727
HHM Wealth Advisors
Tennessee
$49.5K -$42K -148 -45%
JFA
1728
JNBA Financial Advisors
Minnesota
$49.5K
MSG
1729
Main Street Group
Virginia
$48.6K
CCM
1730
Chilton Capital Management
Texas
$46.4K -$8.52K -30 -15%
MSWA
1731
Marshall & Sterling Wealth Advisors
New York
$45.8K +$47.1K +166 New
CT
1732
Caldwell Trust
Florida
$45.3K -$175K -618 -79%
UOTTAIMCU
1733
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$45.3K
FUBT
1734
First United Bank & Trust
Maryland
$45K
BSB
1735
Bangor Savings Bank
Maine
$44.8K
HC
1736
Hurley Capital
New York
$44K +$45.2K +159 New
OA
1737
Operose Advisors
Wisconsin
$43.9K -$76.7K -270 -63%
AIC
1738
Archer Investment Corporation
Indiana
$43.9K
S
1739
Sachetta
Massachusetts
$43.4K -$17.9K -63 -29%
FLP
1740
Financial Life Planners
Arizona
$42.7K +$43.7K +154 New
HCM
1741
Hollencrest Capital Management
California
$42K
MAM
1742
Meeder Asset Management
Ohio
$41.7K -$65.6K -231 -60%
IFS
1743
Intelligent Financial Strategies
Minnesota
$41.2K
BFPW
1744
BOK Financial Private Wealth
Colorado
$39.9K +$1.99K +7 +5%
CP
1745
Castleview Partners
Texas
$39.5K +$2.27K +8 +6%
WA
1746
Whipplewood Advisors
Colorado
$39.5K +$40.6K +143 New
EWP
1747
Elevation Wealth Partners
California
$38.7K
GCM
1748
Gables Capital Management
Florida
$38.7K
C
1749
Covestor
United Kingdom
$38K +$6.25K +22 +19%
GFPC
1750
Global Financial Private Client
Florida
$37.6K -$506K -1,783 -93%

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.