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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
RPA
526
Rock Point Advisors
Vermont
$4.92M +$41.1K +148 +0.9%
WS
527
Wedbush Securities
California
$4.91M +$52.2K +188 +1%
CWM
528
Compass Wealth Management
Connecticut
$4.89M +$148K +531 +3%
BCFD
529
Boit C.F. David
$4.88M
WT
530
Whittier Trust
California
$4.86M -$237K -852 -5%
ITC
531
Inspire Trust Company
Nevada
$4.83M +$834K +3,000 +23%
CNBTD
532
Citizens National Bank Trust Department
Mississippi
$4.8M +$43.9K +158 +1%
RBC
533
Romano Brothers & Co
Illinois
$4.79M +$85.9K +309 +2%
RCM
534
Radnor Capital Management
Pennsylvania
$4.78M -$23.3K -84 -0.5%
FDCDDQ
535
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.77M -$759K -2,732 -15%
Envestnet Portfolio Solutions
536
Envestnet Portfolio Solutions
Illinois
$4.76M -$1.51M -5,441 -26%
DC
537
Davenport & Co
Virginia
$4.75M +$233K +837 +6%
TC
538
TownSquare Capital
Utah
$4.7M +$1.2M +4,314 +38%
PT
539
Plimoth Trust
Massachusetts
$4.69M -$119K -428 -3%
CIM
540
Corbyn Investment Management
Maryland
$4.67M -$22K -79 -0.5%
SFGP
541
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.67M +$81.7K +294 +2%
MFG
542
Merit Financial Group
Georgia
$4.66M +$1.77M +6,355 +70%
HCMT
543
Highland Capital Management (Tennessee)
Tennessee
$4.66M -$33.3K -120 -0.8%
BB
544
Berkshire Bank
Massachusetts
$4.63M -$101K -365 -2%
CT
545
Chicago Trust
Illinois
$4.6M -$114K -412 -3%
EWA
546
EP Wealth Advisors
California
$4.6M +$2.1M +7,562 +99%
SI
547
Stephens Inc
Arkansas
$4.58M +$236K +850 +6%
LWMM
548
Legacy Wealth Management (Mississippi)
Mississippi
$4.57M
FNBOO
549
First National Bank of Omaha
Nebraska
$4.56M +$482K +1,736 +13%
TNB
550
Thomasville National Bank
Georgia
$4.55M +$108K +390 +3%

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.