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Chubb
CB

Overview Fund Activity

1,890 hedge funds and large institutions have $107B invested in Chubb in 2025 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 693 increasing their positions, 746 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,890
Holders Change
+13
Holders Change %
+0.69%
% of All Funds
25.67%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
0.68%
New
175
Increased
693
Reduced
746
Closed
126
Calls
$517M
Puts
$373M
Net Calls
+$144M
Net Calls Change
+$143M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.5B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$589M
3
SG Americas Securities
SG Americas Securities
New York
+$190M
4
Capital World Investors
Capital World Investors
California
+$134M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$123M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$553M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$430M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$412M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$294M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
1026
HeadInvest LLC
Maine
$875K -$39.3K -130 -4%
DWM
1027
Dynasty Wealth Management
Florida
$871K -$127K -420 -13%
FAB
1028
First American Bank
Illinois
$869K +$6.64K +22 +0.8%
RA
1029
Ransom Advisory
Rhode Island
$868K +$868K +2,874 New
NL
1030
NVWM LLC
Pennsylvania
$865K +$1.51K +5 +0.2%
WFAG
1031
Worth Financial Advisory Group
North Carolina
$864K -$690K -2,284 -44%
AO
1032
Advisor OS
Illinois
$861K +$226K +748 +36%
BOH
1033
Bank of Hawaii
Hawaii
$858K -$289K -958 -25%
CG
1034
CFO4Life Group
Texas
$852K -$50.4K -167 -6%
QC
1035
Quantessence Capital
New York
$846K +$846K +2,800 New
MIM
1036
Merrion Investment Management
New Jersey
$839K – – –
FCM
1037
Fieldview Capital Management
Michigan
$838K +$838K +2,776 New
KSB
1038
Kennebec Savings Bank
Maine
$837K +$19.3K +64 +2%
RPC
1039
Rossmore Private Capital
Connecticut
$836K -$39.3K -130 -4%
PCP
1040
Proficio Capital Partners
Massachusetts
$833K -$55.6K -184 -6%
LI
1041
LRI Investments
Florida
$830K +$2.11K +7 +0.3%
SWM
1042
Segment Wealth Management
Texas
$830K +$545K +1,804 +191%
LFA
1043
Legacy Financial Advisors
Kentucky
$824K +$33.2K +110 +4%
SFSG
1044
Sound Financial Strategies Group
Mississippi
$821K -$147K -487 -15%
FAFN
1045
First Affirmative Financial Network
Colorado
$820K -$52.3K -173 -6%
SMA
1046
Sage Mountain Advisors
Georgia
$819K +$74K +245 +10%
WA
1047
Wealth Alliance
New York
$817K -$126K -416 -13%
1W
1048
1776 Wealth
Georgia
$817K +$302 +1 +0%
MSAM
1049
Moloney Securities Asset Management
Missouri
$815K -$220K -727 -21%
LSA
1050
Lansing Street Advisors
Pennsylvania
$815K +$245K +811 +43%
40 41
42
43 44