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2,044 hedge funds and large institutions have $111B invested in Chubb in 2025 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 799 increasing their positions, 694 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 110

34% more call options, than puts

Call options by funds: $520M | Put options by funds: $388M

15% more repeat investments, than reductions

Existing positions increased: 799 | Existing positions reduced: 694

14% more capital invested

Capital invested by funds: $97.1B → $111B (+$13.4B)

13% more funds holding in top 10

Funds holding in top 10: 3843 (+5)

7% more funds holding

Funds holding: 1,9192,044 (+125)

3.75% more ownership

Funds ownership: 86.27%90.02% (+3.8%)

Holders
2,044
Holders Change
+125
Holders Change %
+6.51%
% of All Funds
24.87%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.52%
New
275
Increased
799
Reduced
694
Closed
110
Calls
$520M
Puts
$388M
Net Calls
+$132M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
1001
Financial Security Advisor
Virginia
$1.14M -$112K -382 -9%
WA
1002
WBH Advisory
Maryland
$1.14M -$20.8K -71 -2%
SW
1003
SVB Wealth
Massachusetts
$1.14M -$4.97K -17 -0.5%
CWM
1004
Connecticut Wealth Management
Connecticut
$1.13M
SPC
1005
Sigma Planning Corp
Michigan
$1.13M -$32.5K -111 -3%
TSMHT
1006
Thurston Springer Miller Herd & Titak
Indiana
$1.13M +$788K +2,694 +291%
FFWA
1007
FRG Family Wealth Advisors
Washington
$1.13M -$100K -343 -9%
NED
1008
Nancy E. Dempze
$1.12M +$292K +1,000 +38%
HFM
1009
Hartford Funds Management
Pennsylvania
$1.12M +$496K +1,697 +89%
EB
1010
Emprise Bank
Kansas
$1.12M -$3.51K -12 -0.3%
I
1011
InceptionR
California
$1.12M +$1.05M +3,575 New
XSC
1012
X-Square Capital
Puerto Rico
$1.11M -$33K -113 -3%
KCM
1013
KRS Capital Management
Michigan
$1.11M -$2.92K -10 -0.3%
IAIM
1014
International Assets Investment Management
Florida
$1.11M +$174K +595 +20%
ANTB
1015
AMG National Trust Bank
Colorado
$1.1M -$16.1K -55 -2%
MWM
1016
Mattern Wealth Management
Kansas
$1.1M -$8.48K -29 -0.8%
CI
1017
Cigna Investments
Connecticut
$1.1M -$30.4K -104 -3%
CTC
1018
Central Trust Company
Missouri
$1.1M -$12K -41 -1%
LC
1019
LCNB Corp
Ohio
$1.1M -$11.7K -40 -1%
SCA
1020
Sippican Capital Advisors
Massachusetts
$1.1M -$11.7K -40 -1%
TW
1021
ticino wealth
California
$1.1M +$1.03M +3,517 New
ALA
1022
Atlas Legacy Advisors
California
$1.09M +$202K +692 +25%
MA
1023
MJP Associates
Connecticut
$1.09M +$14.9K +51 +1%
PWP
1024
Principle Wealth Partners
Connecticut
$1.09M
AC
1025
Avestar Capital
New York
$1.09M +$62.3K +213 +7%