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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 %
RA
1051
RFG Advisory
Alabama
$810K +$72.5K +240 +10%
SWM
1052
SeaCrest Wealth Management
New York
$809K -$31.7K -105 -4%
LCWP
1053
Legacy Capital Wealth Partners
Arkansas
$805K -$56.5K -187 -7%
AP
1054
Appleton Partners
Massachusetts
$803K +$445K +1,475 +125%
CSI
1055
Cross Staff Investments
New York
$800K – – –
APA
1056
Astoria Portfolio Advisors
New York
$798K -$115K -403 -13%
KP
1057
Keel Point
Alabama
$797K +$63.4K +210 +9%
MFIM
1058
Mesirow Financial Investment Management
Illinois
$796K -$61.3K -203 -7%
CSB
1059
City State Bank
Iowa
$794K – – –
OWP
1060
ORG Wealth Partners
Texas
$793K -$149K -495 -16%
AF
1061
Apexium Financial
Texas
$793K +$19.1K +63 +2%
FWA
1062
FSM Wealth Advisors
Ohio
$792K +$16.6K +55 +2%
CPM
1063
Connective Portfolio Management
New York
$790K +$790K +2,615 New
EWA
1064
EverSource Wealth Advisors
Alabama
$788K +$109K +361 +16%
VBCG
1065
Valley Brook Capital Group
Pennsylvania
$785K +$22.6K +75 +3%
WG
1066
Welch Group
Alabama
$784K – – –
EHC
1067
Everett Harris & Co
California
$779K – – –
PCA
1068
Peddock Capital Advisors
Massachusetts
$777K – – –
BAM
1069
Boyar Asset Management
New York
$774K -$84.9K -281 -10%
PP
1070
PDS Planning
Ohio
$774K +$27.5K +91 +4%
MBT
1071
Montecito Bank & Trust
California
$771K -$24.8K -82 -3%
PL
1072
Plancorp LLC
Missouri
$763K -$23K -76 -3%
KIA
1073
Knollwood Investment Advisory
Maryland
$755K – – –
MMG
1074
Monetary Management Group
Missouri
$753K -$464K -1,535 -38%
VWM
1075
Venturi Wealth Management
Texas
$752K +$18.7K +62 +3%
41 42
43
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