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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
NRS
751
Neville Rodie & Shaw
New York
$2.16M -$86.1K -310 -4%
VI
752
Vestcor Inc
New Brunswick, Canada
$2.16M +$4.17K +15 +0.2%
Luther King Capital Management (LKCM)
753
Luther King Capital Management (LKCM)
Texas
$2.16M
AA
754
Altman Advisors
Illinois
$2.15M +$35.6K +128 +2%
MIC
755
Meridian Investment Counsel
California
$2.12M
FPAS
756
Focus Partners Advisor Solutions
Missouri
$2.11M +$602K +2,165 +45%
DAC
757
Dividend Assets Capital
South Carolina
$2.11M -$212K -763 -10%
S
758
SimplyRich
California
$2.1M
MCM
759
Monarch Capital Management
Indiana
$2.1M +$4.45K +16 +0.2%
GI
760
GAMMA Investing
California
$2.08M +$350K +1,258 +22%
FLI
761
Family Legacy Inc
South Carolina
$2.08M -$8.61K -31 -0.4%
CHAM
762
Clear Harbor Asset Management
Connecticut
$2.08M +$41.4K +149 +2%
PVI
763
Pine Valley Investments
New Jersey
$2.08M +$4.72K +17 +0.2%
PIM
764
Plato Investment Management
Australia
$2.08M -$10.6K -38 -0.6%
LSA
765
L & S Advisors
California
$2.06M +$1.9M +6,831 New
PL
766
Perpetual Ltd
Australia
$2.05M -$24.2K -87 -1%
FFM
767
Forum Financial Management
Illinois
$2.05M -$3.61K -13 -0.2%
JWCA
768
J.W. Coons Advisors
Ohio
$2.04M +$27.8K +100 +2%
M1FG
769
Mach-1 Financial Group
Arkansas
$2.03M +$1.87M +6,715 New
MG
770
Mather Group
Illinois
$2.03M +$36.1K +130 +2%
LC
771
Lincoln Capital
Nebraska
$2.02M +$10.8K +39 +0.6%
GJWM
772
Gilliland Jeter Wealth Management
Arkansas
$2M -$5K -18 -0.3%
SWMG
773
Stillwater Wealth Management Group
Florida
$2M +$690K +2,483 +60%
MSA
774
MUFG Securities Americas
New York
$1.99M +$295K +1,061 +19%
PA
775
Procyon Advisors
Connecticut
$1.99M -$2.78K -10 -0.2%

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.