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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
PPG
1076
Peak Planning Group
Colorado
$789K -$56.4K -203 -7%
EWA
1077
EverSource Wealth Advisors
Alabama
$788K +$100K +361 +16%
VBCG
1078
Valley Brook Capital Group
Pennsylvania
$785K +$20.8K +75 +3%
WG
1079
Welch Group
Alabama
$784K
EHC
1080
Everett Harris & Co
California
$779K
PCA
1081
Peddock Capital Advisors
Massachusetts
$777K
BAM
1082
Boyar Asset Management
New York
$774K -$78.1K -281 -10%
PP
1083
PDS Planning
Ohio
$774K +$25.3K +91 +4%
MBT
1084
Montecito Bank & Trust
California
$771K -$22.8K -82 -3%
PL
1085
Plancorp LLC
Missouri
$763K -$21.1K -76 -3%
EPIME
1086
Evelyn Partners Investment Management (Europe)
$762K +$100K +360 +17%
KIA
1087
Knollwood Investment Advisory
Maryland
$755K
MMG
1088
Monetary Management Group
Missouri
$753K -$427K -1,535 -38%
VWM
1089
Venturi Wealth Management
Texas
$752K +$17.2K +62 +3%
CAMG
1090
CWA Asset Management Group
Florida
$745K +$24.5K +88 +4%
MWM
1091
Modern Wealth Management
Kansas
$744K +$39.7K +143 +6%
GSB
1092
Greenfield Savings Bank
Massachusetts
$741K -$38.9K -140 -5%
BB
1093
Burford Brothers
Texas
$735K +$556 +2 +0.1%
CGL
1094
Clarius Group LLC
Washington
$730K -$33.9K -122 -5%
KFS
1095
Kurt F. Somerville
$725K
SCM
1096
Shelton Capital Management
Colorado
$724K -$17.5K -63 -3%
RCA
1097
Ranch Capital Advisors
Florida
$724K +$1.39K +5 +0.2%
ALA
1098
Atlas Legacy Advisors
California
$724K -$212K -762 -24%
CAG
1099
Crestwood Advisors Group
Massachusetts
$723K -$598K -2,153 -47%
AT
1100
American Trust
Kentucky
$723K -$1.22M -4,382 -65%

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.