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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
FFA
1826
Frazier Financial Advisors
Ohio
$11.3K -$1.42K -5 -11%
RTL
1827
Red Tortoise LLC
Georgia
$10.8K
AF
1828
Atala Financial
California
$10.5K +$10.8K +38 New
HCA
1829
Harbor Capital Advisors
Illinois
$10K
UIA
1830
Ulland Investment Advisors
Minnesota
$10K
CMA
1831
Cedar Mountain Advisors
Oregon
$9.95K
HT
1832
Headlands Technologies
Illinois
$9.95K +$10.2K +36 New
SIS
1833
Sound Income Strategies
Florida
$9.68K -$2.84K -10 -22%
DIP
1834
DT Investment Partners
Pennsylvania
$9.67K
MCM
1835
MidAtlantic Capital Management
Virginia
$9.39K -$3.98K -14 -29%
HIW
1836
Holos Integrated Wealth
Pennsylvania
$9.39K +$9.65K +34 New
HFS
1837
Hopwood Financial Services
Virginia
$9.12K +$9.37K +33 New
KFP
1838
Keener Financial Planning
Texas
$9K
CAS
1839
Coppell Advisory Solutions
Texas
$8.26K
SVCP
1840
Silicon Valley Capital Partners
California
$7.82K
TWD
1841
True Wealth Design
Ohio
$7.74K +$7.95K +28 New
CB
1842
Centennial Bank
Arkansas
$7.46K
BC
1843
Barrett & Company
Rhode Island
$7.18K -$7.1K -25 -49%
FPB
1844
First PREMIER Bank
South Dakota
$7K
CI
1845
Clal Insurance
Israel
$7K +$6.82K +24 New
CF
1846
Conquis Financial
California
$6.91K +$7.1K +25 New
TCM
1847
TD Capital Management
Tennessee
$6.65K
HNW
1848
High Note Wealth
Minnesota
$6.36K +$6.53K +23 New
NMG
1849
New Millennium Group
Utah
$6.22K +$1.7K +6 +35%
GJIA
1850
Glass Jacobson Investment Advisors
Maryland
$5.8K +$5.96K +21 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.