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
LFA
951
Legacy Financial Advisors
Kentucky
$1.41M +$99.1K +309 +8%
FG
952
Fiduciary Group
Georgia
$1.41M -$30.5K -95 -2%
DI
953
Disciplined Investors
Texas
$1.41M +$29.2K +91 +2%
AWA
954
Ark Wealth Advisors
California
$1.41M +$209K +651 +18%
PVI
955
Pine Valley Investments
New Jersey
$1.41M -$7.38K -23 -0.5%
SAI
956
Savvy Advisors Inc
New York
$1.41M -$49.1K -153 -3%
OC
957
Opal Capital
Florida
$1.39M +$1.37M +4,260 New
BIM
958
Bridges Investment Management
Nebraska
$1.39M -$687K -2,141 -33%
PHS
959
Pekin Hardy Strauss
Illinois
$1.38M -$160K -500 -11%
SCP
960
Stamos Capital Partners
California
$1.38M +$155K +483 +13%
IAS
961
Insigneo Advisory Services
Florida
$1.37M +$29.8K +93 +2%
AFM
962
Abbot Financial Management
Massachusetts
$1.37M +$29.2K +91 +2%
C
963
Certuity
Florida
$1.37M -$406K -1,266 -23%
PPW
964
Parcion Private Wealth
Washington
$1.37M -$47.8K -149 -3%
WC
965
Westhampton Capital
North Carolina
$1.37M
TAM
966
Trust Asset Management
Texas
$1.36M
CVA
967
Central Valley Advisors
California
$1.36M -$1.07M -3,350 -45%
SCM
968
Stonebridge Capital Management
California
$1.35M +$1.33M +4,142 New
VCP
969
Verus Capital Partners
Arizona
$1.34M +$1.32M +4,118 New
SYBT
970
Stock Yards Bank & Trust
Kentucky
$1.34M +$10.9K +34 +0.8%
ERSOT
971
Employees Retirement System of Texas
Texas
$1.33M -$10.9M -33,845 -89%
BAM
972
Boyar Asset Management
New York
$1.33M +$585K +1,824 +81%
FAM
973
Formidable Asset Management
Ohio
$1.32M -$17.6K -55 -1%
TWIM
974
TIAA Wealth Investment Management
New York
$1.32M +$1.3M +4,040 New
GFP
975
Gryphon Financial Partners
Ohio
$1.3M +$52.3K +163 +4%

CB Hedge Fund Activity: Q1 2026 in Review

2,104 of the 8,128 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.