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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
CAWM
1751
Capital A Wealth Management
Pennsylvania
$37.3K +$38.3K +135 New
OC
1752
Oarsman Capital
Wisconsin
$37K -$14.8K -52 -28%
MCM
1753
Mainstream Capital Management
California
$37K +$38.1K +134 New
SWA
1754
SOA Wealth Advisors
New York
$36.7K
HI
1755
Human Investing
Oregon
$36.5K +$37.5K +132 New
WA
1756
WPG Advisers
Maryland
$35.6K +$36.6K +129 New
APW
1757
Atlantic Private Wealth
North Carolina
$34.5K
KB
1758
Kimelman & Baird
New York
$34.5K
BTC
1759
Bank & Trust Company
Illinois
$34.3K
Kayne Anderson Rudnick Investment Management
1760
Kayne Anderson Rudnick Investment Management
California
$34.3K +$25.3K +89 +254%
TCM
1761
Tradewinds Capital Management
Washington
$34K
EBA
1762
Eagle Bay Advisors
New York
$33.8K
TC
1763
Truvestments Capital
Florida
$33.4K +$4.26K +15 +14%
CWM
1764
CarsonAllaria Wealth Management
Illinois
$32.6K +$284 +1 +0.9%
WPA
1765
West Paces Advisors
Georgia
$31.2K
WSCM
1766
Wellington Shields Capital Management
New York
$30.9K
GEA
1767
Glen Eagle Advisors
New Jersey
$30.8K
RMP
1768
Richards, Merrill & Peterson
Washington
$30.7K +$31.5K +111 New
CA
1769
Crewe Advisors
Utah
$30.4K -$41.5K -146 -57%
AWM
1770
Atticus Wealth Management
Florida
$30.4K
SWM
1771
Sugarloaf Wealth Management
Georgia
$30.1K
MIM
1772
Meridiem Investment Management
United Kingdom
$29.8K
CWM
1773
Crowley Wealth Management
Delaware
$29K +$29.8K +105 New
SO
1774
Sierra Ocean
California
$28.8K +$29.5K +104 New
AWM
1775
Abound Wealth Management
Tennessee
$28.5K +$1.7K +6 +6%

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.