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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
PWA
751
Phoenix Wealth Advisors
North Carolina
$2.59M -$168K -523 -6%
RRA
752
Round Rock Advisors
Connecticut
$2.58M -$263K -820 -9%
DF
753
Donoghue Forlines
Massachusetts
$2.58M +$59.7K +186 +2%
WMA
754
West Michigan Advisors
Michigan
$2.56M -$150K -469 -6%
WBC
755
Westpac Banking Corp
Australia
$2.55M -$8.66K -27 -0.3%
HPC
756
HM Payson & Co
Maine
$2.53M -$67.1K -209 -3%
BP
757
Ballentine Partners
Massachusetts
$2.52M +$150K +468 +6%
MPPW
758
Mitchell & Pahl Private Wealth
Oklahoma
$2.52M +$79.2K +247 +3%
SAM
759
Smartleaf Asset Management
Massachusetts
$2.51M +$87.3K +272 +4%
FBT
760
First Bankers Trust
Kentucky
$2.5M -$312K -973 -11%
TRCT
761
Tower Research Capital (TRC)
New York
$2.5M -$1.37M -4,284 -36%
MCM
762
Monarch Capital Management
Indiana
$2.5M +$53.3K +166 +2%
S
763
SignatureFD
Georgia
$2.49M +$63.5K +198 +3%
AWM
764
AE Wealth Management
Kansas
$2.48M +$427K +1,332 +21%
AWA
765
Arkadios Wealth Advisors
Georgia
$2.45M -$8.98K -28 -0.4%
LAIC
766
Lederer & Associates Investment Counsel
California
$2.45M -$642 -2 -0%
AWM
767
Aries Wealth Management
Maine
$2.42M
ADBIC
768
A.D. Beadell Investment Counsel
Wisconsin
$2.42M -$8.02K -25 -0.3%
USCWA
769
U.S. Capital Wealth Advisors
Texas
$2.41M +$94K +293 +4%
TCA
770
Transcend Capital Advisors
New Jersey
$2.41M +$54.2K +169 +2%
BMA
771
Brooks Moore & Associates
Tennessee
$2.41M -$218K -678 -8%
MAM
772
Meeder Asset Management
Ohio
$2.4M +$2.32M +7,233 +5,929%
CIA
773
Capital Investment Advisors
Georgia
$2.37M +$159K +497 +7%
FMI
774
Frec Markets Inc
California
$2.36M +$1.47M +4,571 +172%
MIC
775
Meridian Investment Counsel
California
$2.34M -$3.21K -10 -0.1%

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.