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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 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: 1,8981,917 (+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
1,917
Holders Change
+19
Holders Change %
+1%
% 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
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
WFI
1026
West Family Investments
California
$916K +$73.6K +265 +10%
AWM
1027
AE Wealth Management
Kansas
$909K +$22K +79 +3%
KSWWM
1028
Keyes Stange & Wooten Wealth Management
Florida
$908K +$3.89K +14 +0.5%
FI
1029
Finivi Inc
Massachusetts
$906K
HAI
1030
Hennessy Advisors Inc
California
$906K +$834K +3,000 New
LC
1031
Lindbrook Capital
California
$897K +$70.9K +255 +9%
SYBT
1032
Stock Yards Bank & Trust
Kentucky
$886K -$57K -205 -7%
SFS
1033
Stiles Financial Services
Minnesota
$885K -$66.7K -240 -8%
NI
1034
Natural Investments
California
$882K +$1.11K +4 +0.1%
HCM
1035
Howard Capital Management
Georgia
$881K +$81.1K +292 +11%
BBA
1036
Baader Bank Aktiengesellschaft
Germany
$881K +$102K +366 +14%
NED
1037
Nancy E. Dempze
$876K
HL
1038
HeadInvest LLC
Maine
$875K -$36.1K -130 -4%
DWM
1039
Dynasty Wealth Management
Florida
$871K -$117K -420 -13%
FAB
1040
First American Bank
Illinois
$869K +$6.11K +22 +0.8%
RA
1041
Ransom Advisory
Rhode Island
$868K -$13.9K -50 -2%
NL
1042
NVWM LLC
Pennsylvania
$865K +$1.39K +5 +0.2%
WFAG
1043
Worth Financial Advisory Group
North Carolina
$864K -$635K -2,284 -44%
AO
1044
Advisor OS
Illinois
$861K +$208K +748 +36%
BOH
1045
Bank of Hawaii
Hawaii
$858K -$266K -958 -25%
CG
1046
CFO4Life Group
Texas
$852K -$46.4K -167 -6%
QC
1047
Quantessence Capital
New York
$846K +$778K +2,800 New
MIM
1048
Merrion Investment Management
New Jersey
$839K
FCM
1049
Fieldview Capital Management
Michigan
$838K +$771K +2,776 New
KSB
1050
Kennebec Savings Bank
Maine
$837K +$17.8K +64 +2%

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: 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.

  • 1,917 institutional investors held Chubb (CB) as of Q1 2025, up from 1,898 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.