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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
ITFISA
1801
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$17.9K
WCM
1802
WealthTrak Capital Management
Virginia
$17.7K +$18.2K +64 New
LFA
1803
Legend Financial Advisors
Pennsylvania
$17.4K
IHWM
1804
Iron Horse Wealth Management
Iowa
$16.3K
NCM
1805
Northwest Capital Management
Oregon
$16.3K
WBC
1806
West Branch Capital
Massachusetts
$16K
RWML
1807
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$15.7K +$2.56K +9 +19%
AEPWM
1808
Atlantic Edge Private Wealth Management
Florida
$15.5K
PG
1809
Proffitt & Goodson
Tennessee
$15.5K
DF
1810
Dunhill Financial
United Kingdom
$15.2K +$5.96K +21 +62%
TFGT
1811
TS Financial Group (TSFG)
Illinois
$15K +$5.68K +20 +57%
CAM
1812
Chesapeake Asset Management
New York
$14.9K
CCM
1813
Copeland Capital Management
Pennsylvania
$14.9K
PPWM
1814
PFG Private Wealth Management
Florida
$14.6K
FAI
1815
Fiduciary Advisors Inc
Missouri
$13.8K +$14.2K +50 New
PPA
1816
Painted Porch Advisors
California
$13.5K
Acadian Asset Management
1817
Acadian Asset Management
Massachusetts
$13K
OAJ
1818
Ogorek Anthony Joseph
New York
$13K
NWM
1819
Navigoe Wealth Management
California
$13K +$14.2K +50 New
T
1820
Transce3nd
Texas
$13K +$13.3K +47 New
WIM
1821
Westside Investment Management
California
$12.7K
CPG
1822
Cornerstone Planning Group
New Jersey
$12.4K +$568 +2 +5%
GA
1823
GoalVest Advisory
New York
$12.4K -$37.8K -133 -75%
CWM
1824
Copia Wealth Management
Oregon
$12.4K +$12.8K +45 New
NWMP
1825
Noble Wealth Management PBC
Colorado
$11.3K +$11.6K +41 New

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.