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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
LMIM
676
Lockheed Martin Investment Management
Maryland
$2.79M -$47.2K -170 -2%
AIP
677
Ameritas Investment Partners
Nebraska
$2.79M -$76.7K -276 -3%
LF
678
Lantz Financial
Illinois
$2.78M -$115K -415 -4%
SSWM
679
Smith Salley Wealth Management
North Carolina
$2.77M -$3.33K -12 -0.1%
HPC
680
HM Payson & Co
Maine
$2.77M +$202K +727 +9%
HTC
681
Haverford Trust Company
Pennsylvania
$2.77M -$76.1K -274 -3%
MAS
682
Meeder Advisory Services
Ohio
$2.77M +$120K +433 +5%
PTP
683
Platform Technology Partners
New York
$2.76M +$45.8K +165 +2%
CK
684
Cohen Klingenstein
New York
$2.75M
SFI
685
Susquehanna Fundamental Investments
Pennsylvania
$2.75M +$111K +401 +5%
PWA
686
Phoenix Wealth Advisors
North Carolina
$2.74M -$23.9K -86 -0.9%
CWP
687
Concord Wealth Partners
Virginia
$2.73M +$24.5K +88 +1%
NSEDCP
688
NJ State Employees Deferred Compensation Plan
New Jersey
$2.73M
OCM
689
Olstein Capital Management
New York
$2.72M +$2.5M +9,000 New
VIPI
690
Vista Investment Partners II
Indiana
$2.72M +$43.9K +158 +2%
DWA
691
Douglass Winthrop Advisors
New York
$2.69M +$39.5K +142 +2%
CBA
692
Coastal Bridge Advisors
Connecticut
$2.65M +$2.44M +8,784 New
NFC
693
Northeast Financial Consultants
Connecticut
$2.63M +$2.2M +7,900 +962%
RRA
694
Round Rock Advisors
Connecticut
$2.63M -$40K -144 -2%
BC
695
Bowman & Company
Wisconsin
$2.63M +$89.8K +323 +4%
CSP
696
Cary Street Partners
Virginia
$2.62M -$150K -540 -6%
CGF
697
Constant Guidance Financial
Massachusetts
$2.61M -$3.38M -12,177 -58%
BP
698
Ballentine Partners
Massachusetts
$2.61M +$76.7K +276 +3%
RC
699
Roundview Capital
New Jersey
$2.6M +$109K +393 +5%
FBT
700
First Bankers Trust
Kentucky
$2.6M +$68.4K +246 +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.