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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
VWA
1776
Valued Wealth Advisors
Utah
$28.3K -$568 -2 -2%
BWL
1777
Bogart Wealth LLC
Virginia
$28.2K
FMTCOCP
1778
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K
CA
1779
Continuum Advisory
Idaho
$27.9K +$1.14K +4 +4%
PFA
1780
Pathway Financial Advisers
Indiana
$27.5K -$8.09M -28,477 -100%
LWANC
1781
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.4K
CHC
1782
City Holding Co
West Virginia
$27.4K
KA
1783
Kozak & Associates
Colorado
$27.2K
FP
1784
Financial Perspectives
Minnesota
$26K
CAL
1785
Capital Advisors Ltd
Ohio
$24K -$284 -1 -1%
CWM
1786
Centricity Wealth Management
Ohio
$21.6K +$22.1K +78 New
CH
1787
Canton Hathaway
Rhode Island
$21K
CTWM
1788
Cherry Tree Wealth Management
Minnesota
$21K
AS
1789
Altshuler Shaham
Israel
$21K +$568 +2 +3%
NBT
1790
Northwest Bank & Trust
Iowa
$20.8K
PAM
1791
Parvin Asset Management
South Dakota
$20.7K +$21.3K +75 New
RCA
1792
Runnymede Capital Advisors
Ohio
$20.7K +$21.3K +75 New
DWM
1793
Darwin Wealth Management
Florida
$20.7K +$21.3K +75 New
MWM
1794
Mascoma Wealth Management
New Hampshire
$19.1K
FA
1795
Fedenia Advisers
Wisconsin
$19.1K +$19.6K +69 New
MMCM
1796
Murphy & Mullick Capital Management
New York
$18.8K +$19.3K +68 New
BC
1797
Bayforest Capital
United Kingdom
$18.2K +$18.7K +66 New
MFG
1798
Mendota Financial Group
Wisconsin
$18K -$284 -1 -2%
TFA
1799
Toth Financial Advisory
Virginia
$18K
CSWM
1800
Cassady Schiller Wealth Management
Ohio
$18K +$5.11K +18 +38%

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.