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1,917 hedge funds and large institutions have $109B invested in Chubb in 2025 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 706 increasing their positions, 756 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 175 | 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: 1,8971,917 (+20)

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
1,917
Holders Change
+20
Holders Change %
+1.05%
% of All Funds
25.7%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
0.67%
New
175
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
SCP
876
Shorepoint Capital Partners
Massachusetts
$1.4M -$101K -365 -7%
ZBNA
877
Zions Bancorporation, National Association
Utah
$1.39M +$1.28M +4,610 New
EFS
878
Essex Financial Services
Connecticut
$1.39M -$176K -634 -12%
MDA
879
Minot DeBlois Advisors
Massachusetts
$1.38M -$79.2K -285 -6%
FG
880
Fiduciary Group
Georgia
$1.38M +$98.4K +354 +8%
IWM
881
IHT Wealth Management
Illinois
$1.38M +$148K +534 +13%
HF
882
HRT Financial
New York
$1.38M +$1.27M +4,558 New
RWB
883
RMR Wealth Builders
New Jersey
$1.37M +$13.6K +49 +1%
AG
884
Ascent Group
Virginia
$1.37M +$552K +1,985 +78%
BIM
885
Bridges Investment Management
Nebraska
$1.36M -$233K -839 -16%
CastleKeep Investment Advisors
886
CastleKeep Investment Advisors
Connecticut
$1.36M +$27.2K +98 +2%
MWM
887
MGB Wealth Management
Texas
$1.36M +$28.6K +103 +2%
FM
888
Foster & Motley
Ohio
$1.35M -$4.17K -15 -0.3%
API
889
Asset Planning Inc
California
$1.34M +$3.89K +14 +0.3%
HA
890
Huntleigh Advisors
Missouri
$1.34M +$17.5K +63 +1%
QI
891
Qtron Investments
Massachusetts
$1.33M -$725K -2,608 -37%
RZH
892
Relyea Zuckerberg Hanson
Connecticut
$1.33M -$13.6K -49 -1%
MCWA
893
Meadow Creek Wealth Advisors
Georgia
$1.32M +$40.6K +146 +3%
ADL
894
Asset Dedication LLC
California
$1.32M -$124K -447 -9%
TAM
895
Trust Asset Management
Texas
$1.31M -$139K -501 -10%
ACL
896
Applied Capital LLC
Florida
$1.31M -$13.9K -50 -1%
MWM
897
Mattern Wealth Management
Kansas
$1.3M -$1.73M -6,208 -59%
FAM
898
Formidable Asset Management
Ohio
$1.3M +$3.33K +12 +0.3%
C
899
Certuity
Florida
$1.3M -$55.9K -201 -4%
LA
900
Lakeside Advisors
Washington
$1.29M +$83.4K +300 +8%

CB Hedge Fund Activity: Q1 2025 in Review

1,917 of the 7,459 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: 175 funds opened new CB positions and 124 closed out — a net gain of 51 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.

  • 1,917 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.
  • 175 funds opened new Chubb positions in Q1 2025 and 124 closed out, a net change of +51 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.