We are live on ! Find out more

2,104 hedge funds and large institutions have $114B invested in Chubb in 2026 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 790 increasing their positions, 788 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 98

90% more call options, than puts

Call options by funds: $551M | Put options by funds: $291M

5% more funds holding in top 10

Funds holding in top 10: 4345 (+2)

3% more funds holding

Funds holding: 2,0452,104 (+59)

4% more capital invested

Capital invested by funds: $111B → $114B (+$3.93B)

0% more repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 788

0.02% less ownership

Funds ownership: 90.02%90% (-0.02%)

Holders
2,104
Holders Change
+59
Holders Change %
+2.89%
% of All Funds
25.89%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.55%
New
194
Increased
790
Reduced
788
Closed
98
Calls
$551M
Puts
$291M
Net Calls
+$260M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
726
InTrack Investment Management
Vermont
$2.81M -$169K -527 -6%
LFS
727
Littlejohn Financial Services
Oregon
$2.8M -$119K -370 -4%
WP
728
WealthShield Partners
North Carolina
$2.78M +$128K +400 +5%
PFBT
729
Parkside Financial Bank & Trust
Missouri
$2.77M +$97.9K +305 +4%
PCIA
730
Prime Capital Investment Advisors
Kansas
$2.77M +$237K +738 +10%
LF
731
Lantz Financial
Illinois
$2.74M -$158K -493 -6%
JWCA
732
J.W. Cole Advisors
Florida
$2.73M -$126K -392 -4%
DWA
733
Douglass Winthrop Advisors
New York
$2.72M -$265K -825 -9%
CWP
734
Concord Wealth Partners
Virginia
$2.72M +$63.5K +198 +2%
ATS
735
Ashton Thomas Securities
New York
$2.71M +$2.67M +8,310 New
PL
736
Perpetual Ltd
Australia
$2.7M -$8.66K -27 -0.3%
FWIA
737
Fort Washington Investment Advisors
Ohio
$2.7M +$38.8K +121 +1%
T. Rowe Price Investment Management
738
T. Rowe Price Investment Management
Maryland
$2.7M +$2.65M +8,270 New
CBA
739
Coastal Bridge Advisors
Connecticut
$2.68M +$17.6K +55 +0.7%
FDS
740
Freedom Day Solutions
Texas
$2.68M +$73.2K +228 +3%
CSP
741
Cary Street Partners
Virginia
$2.66M -$1.28K -4 -0%
SWM
742
Spire Wealth Management
Virginia
$2.66M -$142K -443 -5%
CCM
743
Compass Capital Management
Minnesota
$2.66M
CAMV
744
Concord Asset Management (Virginia)
Virginia
$2.66M +$69.3K +216 +3%
RC
745
Roundview Capital
New Jersey
$2.65M -$66.7K -208 -2%
BHC
746
Bull Harbor Capital
Maryland
$2.64M +$2.6M +8,092 New
VA
747
VestGen Advisors
Illinois
$2.64M +$213K +663 +9%
KWA
748
Kingswood Wealth Advisors
California
$2.63M -$70.9K -221 -3%
LCM
749
Legato Capital Management
California
$2.61M
WAP
750
Wealthcare Advisory Partners
Pennsylvania
$2.6M +$87.3K +272 +4%

CB Hedge Fund Activity: Q1 2026 in Review

2,104 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2026, worth a combined $114B — up 3.6% from $111B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new CB positions and 98 closed out — a net gain of 96 holders — while 790 added to existing stakes and 788 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $468M. The largest seller was Capital World Investors, cutting an estimated $1.25B.

  • 2,104 institutional investors held Chubb (CB) as of Q1 2026, up from 2,045 in Q4 2025.
  • Funds reported $114B of Chubb stock for Q1 2026, up 3.6% quarter-over-quarter.
  • 194 funds opened new Chubb positions in Q1 2026 and 98 closed out, a net change of +96 holders.
  • The largest Chubb buyer in Q1 2026 was Bank of New York Mellon, an estimated $468M added.
  • The largest Chubb seller in Q1 2026 was Capital World Investors, an estimated $1.25B sold.

Based on aggregated 13F filings for Q1 2026.