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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
MA
1101
MJP Associates
Connecticut
$721K +$177K +637 +36%
GS
1102
GTS Securities
New York
$715K -$286K -1,028 -30%
GA
1103
Goldstein Advisors
Wisconsin
$715K -$30K -108 -4%
SIG
1104
Sky Investment Group
Connecticut
$712K +$834 +3 +0.1%
BEAM
1105
Baker Ellis Asset Management
Washington
$709K +$108K +390 +20%
MPI
1106
Mairs & Power Inc
Minnesota
$708K
FTA
1107
Financial & Tax Architects
Missouri
$706K +$48.9K +176 +8%
LHC
1108
Little House Capital
Massachusetts
$706K +$649K +2,337 New
VSQM
1109
V-Square Quantitative Management
Illinois
$705K +$55.3K +199 +9%
TCOT
1110
Trust Company of Toledo
Ohio
$704K -$10.6K -38 -2%
LIM
1111
Leavell Investment Management
Alabama
$702K -$12.5K -45 -2%
FAIM
1112
Financial Advocates Investment Management
Washington
$697K -$374K -1,347 -37%
RFA
1113
Resurgent Financial Advisors
Georgia
$695K -$75.6K -272 -11%
HCM
1114
HMS Capital Management
Tennessee
$694K -$2.2M -7,935 -76%
MIC
1115
Means Investment Company
Maine
$694K -$1.11K -4 -0.2%
FF
1116
Farrell Financial
New York
$691K +$1.95K +7 +0.3%
GSC
1117
G&S Capital
Colorado
$689K +$18.6K +67 +3%
WWM
1118
Western Wealth Management
Colorado
$687K -$3.89K -14 -0.6%
GXJ
1119
Global X Japan
Japan
$686K +$139K +500 +28%
CPIG
1120
Chicago Partners Investment Group
Illinois
$681K +$74.2K +267 +13%
TSW
1121
Thompson Siegel & Walmsley
Virginia
$679K -$13.6K -49 -2%
SQA
1122
Simon Quick Advisors
New Jersey
$677K +$139K +502 +29%
AWM
1123
Axxcess Wealth Management
California
$677K -$288K -1,035 -32%
CCA
1124
Coign Capital Advisors
Utah
$677K -$16.7K -60 -3%
IIM
1125
InTrack Investment Management
Vermont
$676K -$92K -331 -13%

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.