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2,104 hedge funds and large institutions have $114B invested in Chubb in 2026 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 790 increasing their positions, 788 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 98

90% more call options, than puts

Call options by funds: $551M | Put options by funds: $291M

5% more funds holding in top 10

Funds holding in top 10: 4345 (+2)

3% more funds holding

Funds holding: 2,0452,104 (+59)

4% more capital invested

Capital invested by funds: $111B → $114B (+$3.93B)

0% more repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 788

0.02% less ownership

Funds ownership: 90.02%90% (-0.02%)

Holders
2,104
Holders Change
+59
Holders Change %
+2.89%
% of All Funds
25.89%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.55%
New
194
Increased
790
Reduced
788
Closed
98
Calls
$551M
Puts
$291M
Net Calls
+$260M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
1101
Oak Harbor Wealth Partners
North Carolina
$931K -$52.3K -163 -5%
DWM
1102
Diversify Wealth Management
Utah
$924K +$910K +2,837 New
SWM
1103
Segment Wealth Management
Texas
$923K
NED
1104
Nancy E. Dempze
$913K -$257K -800 -22%
MIM
1105
Merrion Investment Management
New Jersey
$903K
SC
1106
Sapient Capital
Indiana
$903K +$224K +697 +34%
BBA
1107
Baader Bank Aktiengesellschaft
Germany
$902K
CPA
1108
Capital Performance Advisors
California
$898K -$68.7K -214 -7%
KSWWM
1109
Keyes Stange & Wooten Wealth Management
Florida
$891K -$13.5K -42 -2%
RFA
1110
Resurgent Financial Advisors
Georgia
$891K +$194K +605 +28%
I
1111
INVST
Indiana
$890K +$664K +2,071 +314%
EPIME
1112
Evelyn Partners Investment Management (Europe)
$889K
SL
1113
Sentinus LLC
Illinois
$887K -$57.1K -178 -6%
WC
1114
Waterloo Capital
Texas
$881K +$25.3K +79 +3%
PP
1115
PDS Planning
Ohio
$879K -$321 -1 -0%
OL
1116
Odyssean LLC
Connecticut
$877K +$863K +2,691 New
TCOT
1117
Trust Company of Toledo
Ohio
$874K +$59.7K +186 +7%
RA
1118
RiverPark Advisors
New York
$873K -$73.8K -230 -8%
RPC
1119
Rossmore Private Capital
Connecticut
$869K -$43.3K -135 -5%
HWM
1120
Hohimer Wealth Management
Washington
$868K +$62.9K +196 +8%
BAAM
1121
Baker Avenue Asset Management
California
$867K +$209K +650 +32%
CSI
1122
Cross Staff Investments
New York
$863K
LIM
1123
Leavell Investment Management
Alabama
$863K +$30.8K +96 +4%
1W
1124
1776 Wealth
Georgia
$861K +$321 +1 +0%
CSB
1125
City State Bank
Iowa
$859K +$642 +2 +0.1%

CB Hedge Fund Activity: Q1 2026 in Review

2,104 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2026, worth a combined $114B — up 3.6% from $111B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new CB positions and 98 closed out — a net gain of 96 holders — while 790 added to existing stakes and 788 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $468M. The largest seller was Capital World Investors, cutting an estimated $1.25B.

  • 2,104 institutional investors held Chubb (CB) as of Q1 2026, up from 2,045 in Q4 2025.
  • Funds reported $114B of Chubb stock for Q1 2026, up 3.6% quarter-over-quarter.
  • 194 funds opened new Chubb positions in Q1 2026 and 98 closed out, a net change of +96 holders.
  • The largest Chubb buyer in Q1 2026 was Bank of New York Mellon, an estimated $468M added.
  • The largest Chubb seller in Q1 2026 was Capital World Investors, an estimated $1.25B sold.

Based on aggregated 13F filings for Q1 2026.