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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
Legal & General Group
26
Legal & General Group
United Kingdom
$778M -$19.8M -71,289 -3%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$700M -$2.91M -10,464 -0.4%
Invesco
28
Invesco
Georgia
$695M -$83.3M -299,782 -12%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$678M -$22.6M -81,383 -3%
Charles Schwab
30
Charles Schwab
California
$675M -$102K -368 -0%
Viking Global Investors
31
Viking Global Investors
Connecticut
$589M +$542M +1,949,065 New
Goldman Sachs
32
Goldman Sachs
New York
$572M -$58.8M -211,759 -10%
N
33
Nuveen
North Carolina
$562M +$58.6M +210,827 +13%
First Trust Advisors
34
First Trust Advisors
Illinois
$550M -$28M -100,872 -5%
Barclays
35
Barclays
United Kingdom
$521M +$49.2M +177,205 +11%
Boston Partners
36
Boston Partners
Massachusetts
$520M -$10.9M -39,080 -2%
Lazard Asset Management
37
Lazard Asset Management
New York
$451M -$15.7M -56,660 -4%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$450M +$38.7M +139,397 +10%
AQR Capital Management
39
AQR Capital Management
Connecticut
$424M +$64.3M +231,404 +20%
Principal Financial Group
40
Principal Financial Group
Iowa
$409M -$2.31M -8,296 -0.6%
BGC
41
Beutel, Goodman & Co
Ontario, Canada
$387M +$75.9M +273,103 +27%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$367M +$4.97M +17,888 +1%
Fayez Sarofim & Co
43
Fayez Sarofim & Co
Texas
$363M -$15M -53,816 -4%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$360M +$11.7M +41,978 +4%
Amundi
45
Amundi
France
$352M -$40.4M -145,376 -11%
DSA
46
Davis Selected Advisers
Arizona
$328M -$2.39M -8,613 -0.8%
Swiss National Bank
47
Swiss National Bank
Switzerland
$326M -$1.28M -4,600 -0.4%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$300M +$1.4M +5,048 +0.5%
AllianceBernstein
49
AllianceBernstein
Tennessee
$299M +$9.73M +34,999 +4%
AGA
50
Altrinsic Global Advisors
Connecticut
$286M -$14.5M -52,234 -5%

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.