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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
BBHC
726
Brown Brothers Harriman & Co
New York
$2.37M -$1.11M -3,981 -34%
DTC
727
Davidson Trust Company
Washington
$2.37M -$96.1K -346 -4%
NGA
728
Naples Global Advisors
Florida
$2.36M -$8.06K -29 -0.4%
RWM
729
Ritholtz Wealth Management
New York
$2.35M +$118K +426 +6%
CCM
730
Coldstream Capital Management
Washington
$2.35M +$326K +1,172 +18%
TSS
731
Two Sigma Securities
New York
$2.33M +$2.14M +7,699 New
CC
732
Chicago Capital
Illinois
$2.32M +$227K +818 +12%
LWCFA
733
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.3M +$28.6K +103 +1%
WA
734
Waverly Advisors
Alabama
$2.29M +$110K +395 +5%
LAIC
735
Lederer & Associates Investment Counsel
California
$2.29M +$35.6K +128 +2%
BBI
736
Baxter Bros Inc
Connecticut
$2.27M +$167K +602 +9%
ADBIC
737
A.D. Beadell Investment Counsel
Wisconsin
$2.27M -$83.4K -300 -4%
XI
738
XXEC Inc
Oklahoma
$2.27M -$3.68M -13,228 -64%
PFBT
739
Parkside Financial Bank & Trust
Missouri
$2.26M -$51.4K -185 -2%
EPAM
740
Evelyn Partners Asset Management
$2.25M +$46.1K +166 +2%
BWM
741
BKM Wealth Management
Wisconsin
$2.25M +$186K +671 +10%
AWM
742
Aries Wealth Management
Maine
$2.25M +$72.5K +261 +4%
NB
743
NBT Bank
New York
$2.24M -$187K -673 -8%
ET
744
Equitable Trust
Tennessee
$2.24M +$1.75M +6,286 +559%
CA
745
Claro Advisors
Massachusetts
$2.23M -$67K -241 -3%
CAMV
746
Concord Asset Management (Virginia)
Virginia
$2.23M -$301K -1,083 -12%
Fidelity International
747
Fidelity International
Bermuda
$2.21M -$1.06M -3,829 -34%
SW
748
SVB Wealth
Massachusetts
$2.19M -$477K -1,718 -19%
STA
749
Summit Trail Advisors
New York
$2.17M +$153K +549 +8%
MPPW
750
Mitchell & Pahl Private Wealth
Oklahoma
$2.16M -$12.5K -45 -0.6%

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.