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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
ATS
1976
Ashton Thomas Securities
New York
-$129K -448 Closed
CWM
1977
Cedar Wealth Management
California
-$128K -443 Closed
FCM
1978
Fourpath Capital Management
Oklahoma
-$127K -442 Closed
HGA
1979
Hobbs Group Advisors
South Carolina
-$100K -348 Closed
BWP
1980
Baldwin Wealth Partners
Massachusetts
-$88K -305 Closed
CPA
1981
Capital Performance Advisors
California
-$82.2K -285 Closed
NFA
1982
Northwest Financial Advisors
Virginia
-$42.8K -148 Closed
PCA
1983
Providence Capital Advisors
North Carolina
-$37.8K -131 Closed
IAS
1984
IMA Advisory Services
Colorado
-$29.5K -102 Closed
GCS
1985
Gordian Capital (Singapore)
Singapore
-$28.8K -100 Closed
RWM
1986
Reston Wealth Management
Virginia
-$22.3K -77 Closed
RWA
1987
Redmont Wealth Advisors
Illinois
-$16.7K -58 Closed
CPA
1988
Clear Point Advisors
New York
-$12.7K -44 Closed
BHWM
1989
Bay Harbor Wealth Management
Maryland
-$10.7K -37 Closed
CA
1990
Claris Advisors
Missouri
-$4.33K -15 Closed
CMBA
1991
C.M. Bidwell & Associates
Hawaii
-$3.75K -13 Closed
WCM
1992
Westend Capital Management
California
-$2.31K -8 Closed
VAMG
1993
Voisard Asset Management Group
Michigan
-$2.02K -7 Closed
SIM
1994
Studio Investment Management
Illinois
-$1.73K -6 Closed
HGERS
1995
Householder Group Estate & Retirement Specialist
Arizona
-$1K -4 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.