We are live on ! Find out more

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
RPC
1051
Rossmore Private Capital
Connecticut
$836K -$36.1K -130 -4%
PCP
1052
Proficio Capital Partners
Massachusetts
$833K -$51.1K -184 -6%
LI
1053
LRI Investments
Florida
$830K +$1.95K +7 +0.3%
SWM
1054
Segment Wealth Management
Texas
$830K +$501K +1,804 +191%
LFA
1055
Legacy Financial Advisors
Kentucky
$824K +$30.6K +110 +4%
SFSG
1056
Sound Financial Strategies Group
Mississippi
$821K -$135K -487 -15%
FAFN
1057
First Affirmative Financial Network
Colorado
$820K -$48.1K -173 -6%
SMA
1058
Sage Mountain Advisors
Georgia
$819K +$68.1K +245 +10%
WA
1059
Wealth Alliance
New York
$817K -$116K -416 -13%
1W
1060
1776 Wealth
Georgia
$817K +$278 +1 +0%
MSAM
1061
Moloney Securities Asset Management
Missouri
$815K -$202K -727 -21%
LSA
1062
Lansing Street Advisors
Pennsylvania
$815K +$225K +811 +43%
RA
1063
RFG Advisory
Alabama
$810K +$66.7K +240 +10%
SWM
1064
SeaCrest Wealth Management
New York
$809K -$29.2K -105 -4%
LCWP
1065
Legacy Capital Wealth Partners
Arkansas
$805K -$52K -187 -7%
AP
1066
Appleton Partners
Massachusetts
$803K +$410K +1,475 +125%
CSI
1067
Cross Staff Investments
New York
$800K
APA
1068
Astoria Portfolio Advisors
New York
$798K -$112K -403 -13%
KP
1069
Keel Point
Alabama
$797K +$58.4K +210 +9%
MFIM
1070
Mesirow Financial Investment Management
Illinois
$796K -$56.4K -203 -7%
CSB
1071
City State Bank
Iowa
$794K
OWP
1072
ORG Wealth Partners
Texas
$793K -$138K -495 -16%
AF
1073
Apexium Financial
Texas
$793K +$17.5K +63 +2%
FWA
1074
FSM Wealth Advisors
Ohio
$792K +$15.3K +55 +2%
CPM
1075
Connective Portfolio Management
New York
$790K +$727K +2,615 New

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.