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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
FOA
1951
Five Oceans Advisors
California
-$248K -861 Closed
CW
1952
Code Waechter
Florida
-$245K -848 Closed
PP
1953
Paloma Partners
Connecticut
-$244K -847 Closed
WP
1954
WealthShield Partners
North Carolina
-$239K -829 Closed
WAM
1955
Weatherly Asset Management
California
-$234K -809 Closed
ST
1956
Sageworth Trust
Pennsylvania
-$231K -800 Closed
WDG
1957
Wealth Dimensions Group
Ohio
-$225K -781 Closed
CPW
1958
Crestmont Private Wealth
Texas
-$217K -753 Closed
SI
1959
Seeds Investor
New York
-$215K -746 Closed
RFN
1960
RDA Financial Network
Iowa
-$210K -727 Closed
IFS
1961
Ifrah Financial Services
Arkansas
-$209K -726 Closed
TAM
1962
Trillium Asset Management
Massachusetts
-$209K -724 Closed
Dodge & Cox
1963
Dodge & Cox
California
-$208K -722 Closed
JCM
1964
Jacobsen Capital Management
Utah
-$208K -722 Closed
AAS
1965
Asset Allocation Strategies
Michigan
-$207K -719 Closed
IPW
1966
Intergy Private Wealth
Colorado
-$205K -710 Closed
XF
1967
XML Financial
Maryland
-$205K -710 Closed
KA
1968
Klingman & Associates
New York
-$204K -706 Closed
PIAS
1969
PCA Investment Advisory Services
Ohio
-$203K -705 Closed
NFG
1970
Nadler Financial Group
Illinois
-$202K -701 Closed
LCM
1971
Leisure Capital Management
California
-$202K -699 Closed
FG
1972
Foster Group
Iowa
-$200K -694 Closed
OFW
1973
Omnia Family Wealth
Florida
-$200K -693 Closed
PW
1974
Paladin Wealth
Minnesota
-$162K -563 Closed
RAM
1975
Ramirez Asset Management
New York
-$144K -500 Closed

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.