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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
PS
1876
PayPay Securities
Japan
$2.49K +$2.56K +9 New
RAM
1877
Riggs Asset Management
Pennsylvania
$2.48K
LIS
1878
Legacy Investment Solutions
Idaho
$2.43K
LWMI
1879
Legacy Wealth Management (Idaho)
Idaho
$2.43K
PMFA
1880
Plante Moran Financial Advisors
Michigan
$2.21K -$3.98K -14 -64%
M
1881
MOTCO
Texas
$2.21K
W
1882
WealthCollab
Washington
$1.94K
TPW
1883
Talon Private Wealth
Florida
$1.66K
NRWA
1884
North Ridge Wealth Advisors
Oregon
$1.66K +$1.7K +6 New
PA
1885
PSI Advisors
Florida
$1.38K
SWC
1886
Spectrum Wealth Counsel
Indiana
$1.38K
WWM
1887
Wolff Wiese Magana
California
$1.38K
CIM
1888
Contravisory Investment Management
Massachusetts
$1.38K +$1.42K +5 New
PWM
1889
Parkworth Wealth Management
California
$1.38K +$1.42K +5 New
RPA
1890
Redwood Park Advisors
California
$1.11K +$1.14K +4 New
HFS
1891
Horizon Financial Services
North Carolina
$1.1K
PEAK6
1892
PEAK6
Illinois
$793 +$852 +3 New
HIMS
1893
Hager Investment Management Services
New Hampshire
$553 +$568 +2 New
KBFS
1894
Kohmann Bosshard Financial Services
Ohio
$553 +$568 +2 New
SMAM
1895
Sugar Maple Asset Management
Wisconsin
$553 +$568 +2 New
YDMI
1896
Y.D. More Investments
Israel
$347 +$59.1K +208 +83%
DFA
1897
DHJJ Financial Advisors
Illinois
$277
FGC
1898
Financial Gravity Companies
Texas
$276
CIA
1899
Cape Investment Advisory
Georgia
$276 +$284 +1 New
Parallax Volatility Advisers
1900
Parallax Volatility Advisers
California
$276 +$284 +1 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.