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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
HCM
1151
Hodges Capital Management
Texas
$630K +$144K +518 +33%
IFG
1152
Independent Financial Group
California
$630K -$10K -36 -2%
EGA
1153
E&G Advisors
Texas
$628K
YP
1154
YANKCOM Partnership
South Dakota
$627K -$5.28K -19 -0.9%
BWM
1155
Baron Wealth Management
Michigan
$624K +$51.1K +184 +10%
HIA
1156
Harbor Investment Advisory
Maryland
$622K -$178K -641 -24%
BI
1157
Bolthouse Investments
California
$619K
SFS
1158
Strategic Financial Services
New York
$619K
MA
1159
Mutual Advisors
Nebraska
$617K +$38.6K +139 +7%
VFIC
1160
Valley Forge Investment Consultants
Pennsylvania
$614K
FNBT
1161
FineMark National Bank & Trust
Florida
$614K -$16.7K -60 -3%
FRM
1162
Foundation Resource Management
Arkansas
$612K -$28.9K -104 -5%
LSWP
1163
Liberty Square Wealth Partners
Pennsylvania
$610K
CTC
1164
Cetera Trust Company
Minnesota
$607K
GWP
1165
Gen-Wealth Partners
Michigan
$603K -$16.9K -61 -3%
SCP
1166
Stamos Capital Partners
California
$601K +$47K +169 +9%
GIA
1167
Gladstone Institutional Advisory
Florida
$600K -$3.03M -10,892 -85%
RIL
1168
Rothschild Investment LLC
Illinois
$595K +$9.45K +34 +2%
EFG
1169
Everhart Financial Group
Ohio
$595K +$54.5K +196 +11%
AG
1170
AlTi Global
New York
$593K -$1.39K -5 -0.3%
PI
1171
PFG Investments
New York
$593K -$97K -349 -15%
IBOK
1172
Independence Bank of Kentucky
Kentucky
$592K -$54.5K -196 -9%
FI
1173
Fosun International
China
$590K +$129K +463 +31%
CFFP
1174
Center for Financial Planning
Michigan
$589K +$37.2K +134 +7%
BAM
1175
Belpointe Asset Management
Nevada
$589K -$31.7K -114 -6%

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.