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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
CFP
1176
Catalyst Financial Partners
Massachusetts
$587K +$18.1K +65 +3%
GC
1177
Grimes & Company
Massachusetts
$585K +$3.89K +14 +0.7%
SPA
1178
Shore Point Advisors
New Jersey
$577K +$278 +1 +0.1%
WG
1179
Winton Group
United Kingdom
$575K +$529K +1,903 New
SVWAG
1180
Sound View Wealth Advisors Group
Georgia
$574K +$6.39K +23 +1%
RW
1181
Rede Wealth
Virginia
$573K -$1.11K -4 -0.2%
OC
1182
Oakworth Capital
Alabama
$571K +$4.72K +17 +0.9%
HWM
1183
Hohimer Wealth Management
Washington
$571K +$525K +1,891 New
AWA
1184
Aaron Wealth Advisors
Illinois
$570K +$28.6K +103 +6%
HW
1185
Hancock Whitney
Mississippi
$569K -$558K -2,009 -52%
MSCM
1186
McElhenny Sheffield Capital Management
Texas
$566K +$521K +1,875 New
AF
1187
Advisornet Financial
Minnesota
$565K -$3.06K -11 -0.6%
BWP
1188
BSW Wealth Partners
Colorado
$565K -$47.5K -171 -8%
TCM
1189
Tributary Capital Management
Nebraska
$565K +$51.4K +185 +11%
CG
1190
Curat Global
New Hampshire
$563K +$518K +1,865 New
HC
1191
Hara Capital
Washington
$562K -$517K -1,862 -50%
PK
1192
Pflug Koory
Nebraska
$560K +$6.39K +23 +1%
RCA
1193
Resonant Capital Advisors
Wisconsin
$560K +$48.1K +173 +10%
PP
1194
Patron Partners
Texas
$559K +$70.9K +255 +16%
CCB
1195
Country Club Bank
Missouri
$559K
WIA
1196
Wetzel Investment Advisors
Indiana
$558K -$6.11K -22 -1%
SS
1197
Sunbelt Securities
Texas
$558K +$248K +892 +93%
WAM
1198
Wakefield Asset Management
Colorado
$557K +$513K +1,846 New
MCC
1199
Money Concepts Capital
Florida
$554K +$5.56K +20 +1%
PWMAG
1200
Pinnacle Wealth Management Advisory Group
New Jersey
$552K +$39.7K +143 +8%

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.