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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
1IA
1851
1620 Investment Advisors
Massachusetts
$5.8K
NS
1852
NBC Securities
Alabama
$5.64K -$5.9M -20,768 -100%
AP
1853
Aspect Partners
Virginia
$5.53K -$4.26K -15 -43%
CWA
1854
Carolina Wealth Advisors
South Carolina
$5.53K
MAS
1855
MPWM Advisory Solutions
Georgia
$5.53K +$5.68K +20 New
RWM
1856
Ruedi Wealth Management
Illinois
$5.25K
CWP
1857
Clark Wealth Partners
Illinois
$5.25K +$5.39K +19 New
ORAM
1858
One River Asset Management
Connecticut
$5.23K +$5.39K +19 New
POIA
1859
Pin Oak Investment Advisors
Texas
$5K
WBWA
1860
William B. Walkup & Associates
South Carolina
$4.78K
TCA
1861
Trifecta Capital Advisors
Illinois
$4.7K -$15.3K -54 -76%
SC
1862
Stephens Consulting
Michigan
$4.42K
FNWA
1863
Financial Network Wealth Advisors
Utah
$4.42K +$568 +2 +14%
FW
1864
Fairway Wealth
Ohio
$4.14K +$4.26K +15 New
FC
1865
Fairscale Capital
New Hampshire
$3.88K
MIA
1866
MeadowBrook Investment Advisors
Michigan
$3.59K
BFS
1867
Burkett Financial Services
South Carolina
$3.32K
HWP
1868
Highline Wealth Partners
California
$3.32K +$568 +2 +20%
ATC
1869
Adirondack Trust Company
New York
$3.04K
PWA
1870
Principia Wealth Advisory
Texas
$3.04K +$3.12K +11 New
SFCL
1871
Strengthening Families & Communities LLC
Massachusetts
$3K
RP
1872
Raelipskie Partnership
Ontario, Canada
$2.76K -$25.6K -90 -90%
BIM
1873
Breakwater Investment Management
Washington
$2.76K
NC
1874
NewSquare Capital
Pennsylvania
$2.76K +$2.84K +10 New
GWSA
1875
Global Wealth Strategies & Associates
Colorado
$2.49K

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.