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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
CG
626
Caprock Group
Idaho
$3.43M -$9.17K -33 -0.3%
LA
627
LVW Advisors
New York
$3.43M -$56.1K -202 -2%
DCM
628
Davidson Capital Management
Texas
$3.41M -$260K -937 -8%
MSFS
629
Main Street Financial Solutions
Pennsylvania
$3.4M +$611K +2,200 +24%
SWP
630
Sagespring Wealth Partners
Tennessee
$3.4M +$183K +660 +6%
MWM
631
Mission Wealth Management
California
$3.4M +$539K +1,939 +21%
SP
632
Stonebrook Private
Michigan
$3.39M -$52K -187 -2%
FTWA
633
Fifth Third Wealth Advisors
Ohio
$3.39M +$712K +2,563 +30%
IA
634
IFG Advisory
Georgia
$3.39M +$145K +522 +5%
OAM
635
Ostrum Asset Management
France
$3.39M +$663K +2,387 +27%
PNC
636
Park National Corp
Ohio
$3.36M -$120K -431 -4%
PWS
637
Peterson Wealth Services
Utah
$3.34M +$268K +965 +10%
APWM
638
Argonautica Private Wealth Management
Massachusetts
$3.32M +$52.5K +189 +2%
MUAMU
639
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.32M +$1.67M +6,000 +120%
TYCC
640
Texas Yale Capital Corp
Florida
$3.3M -$415K -1,492 -12%
MCM
641
Marathon Capital Management
Maryland
$3.3M +$251K +905 +9%
SSA
642
Schonfeld Strategic Advisors
New York
$3.24M +$524K +1,885 +21%
WMA
643
West Michigan Advisors
Michigan
$3.21M +$143K +515 +5%
MCM
644
MV Capital Management
Maryland
$3.17M +$90.6K +326 +3%
Two Sigma Advisers
645
Two Sigma Advisers
New York
$3.17M +$2.25M +8,087 +335%
OIA
646
OneDigital Investment Advisors
Kansas
$3.16M -$491K -1,768 -14%
PTC
647
Private Trust Company
Ohio
$3.16M +$64.2K +231 +2%
AW
648
Apricus Wealth
South Carolina
$3.15M +$27.8K +100 +1%
Assenagon Asset Management
649
Assenagon Asset Management
Luxembourg
$3.13M -$4.58M -16,498 -61%
UB
650
UMB Bank
Missouri
$3.13M -$7.17M -25,805 -71%

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.