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1,916 hedge funds and large institutions have $109B invested in Chubb in 2025 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 706 increasing their positions, 756 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 124

39% more call options, than puts

Call options by funds: $517M | Put options by funds: $373M

19% more funds holding in top 10

Funds holding in top 10: 4250 (+8)

9% more capital invested

Capital invested by funds: $99.4B → $109B (+$9.35B)

1% more funds holding

Funds holding: 1,8971,916 (+19)

0.91% more ownership

Funds ownership: 90.56%91.48% (+0.91%)

7% less repeat investments, than reductions

Existing positions increased: 706 | Existing positions reduced: 756

Holders
1,916
Holders Change
+19
Holders Change %
+1%
% of All Funds
25.69%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
0.67%
New
174
Increased
706
Reduced
756
Closed
124
Calls
$517M
Puts
$373M
Net Calls
+$144M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
451
Daymark Wealth Partners
Ohio
$7.14M -$60K -216 -0.9%
SAM
452
Shikiar Asset Management
New York
$7.08M -$2.8M -10,090 -30%
SCM
453
SCS Capital Management
Massachusetts
$7.08M +$6.51M +23,426 New
OC
454
Oppenheimer & Co
New York
$7.01M +$284K +1,021 +5%
DIA
455
Dana Investment Advisors
Wisconsin
$6.97M -$138K -497 -2%
BFA
456
Benedict Financial Advisors
Georgia
$6.95M +$70.6K +254 +1%
PE
457
Point72 Europe
United Kingdom
$6.95M +$4.36M +15,700 +215%
HIMCH
458
Hartford Investment Management Co (HIMCO)
Connecticut
$6.94M -$66.4K -239 -1%
Citadel Advisors
459
Citadel Advisors
Florida
$6.89M -$24M -86,442 -79%
PFPT
460
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.83M +$1.17M +4,212 +23%
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$6.77M +$1.13M +4,053 +22%
BFW
462
Brady Family Wealth
Missouri
$6.7M +$77.5K +279 +1%
NEI
463
Northwest & Ethical Investments
Ontario, Canada
$6.67M -$369K -1,328 -6%
ECM
464
Evergreen Capital Management
Washington
$6.66M -$2.32M -8,338 -28%
SAM
465
Selway Asset Management
$6.62M +$20.8K +75 +0.3%
KA
466
Kintegral Advisory
New York
$6.6M -$20.6K -74 -0.3%
GIBU
467
Gulf International Bank (UK)
United Kingdom
$6.6M -$2.57M -9,241 -30%
BFG
468
Berger Financial Group
Minnesota
$6.51M +$311K +1,118 +5%
CIG
469
Cullen Investment Group
Louisiana
$6.51M +$290K +1,044 +5%
BPC
470
Bearing Point Capital
Minnesota
$6.49M +$168K +603 +3%
Nomura Holdings
471
Nomura Holdings
Japan
$6.48M +$162K +582 +3%
BHWM
472
Bar Harbor Wealth Management
New Hampshire
$6.47M +$2.5K +9 +0%
AWM
473
Apollon Wealth Management
South Carolina
$6.42M +$277K +997 +5%
SFA
474
Sequoia Financial Advisors
Ohio
$6.4M -$766K -2,755 -12%
SC
475
Slow Capital
California
$6.38M +$2.73M +9,828 +87%

CB Hedge Fund Activity: Q1 2025 in Review

1,916 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2025, worth a combined $109B — up 9.4% from $99.4B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new CB positions and 124 closed out — a net gain of 50 holders — while 706 added to existing stakes and 756 trimmed.

The largest buyer was GQG Partners, adding an estimated $1.38B. The largest seller was T. Rowe Price Associates, cutting an estimated $509M.

  • 1,916 institutional investors held Chubb (CB) as of Q1 2025, up from 1,897 in Q4 2024.
  • Funds reported $109B of Chubb stock for Q1 2025, up 9.4% quarter-over-quarter.
  • 174 funds opened new Chubb positions in Q1 2025 and 124 closed out, a net change of +50 holders.
  • The largest Chubb buyer in Q1 2025 was GQG Partners, an estimated $1.38B added.
  • The largest Chubb seller in Q1 2025 was T. Rowe Price Associates, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2025.