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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
SCM
1201
Stonebridge Capital Management
California
$551K
MWM
1202
Modera Wealth Management
New Jersey
$551K -$83.1K -299 -14%
OHIS
1203
Oak Harvest Investment Services
Texas
$549K
MA
1204
MONECO Advisors
Connecticut
$548K +$15.6K +56 +3%
CWM
1205
Challenger Wealth Management
California
$547K -$38.6K -139 -7%
PWPS
1206
Pinnacle Wealth Planning Services
Ohio
$546K +$8.61K +31 +2%
CCB
1207
Cutter & Co Brokerage
Missouri
$545K +$40.6K +146 +9%
TA
1208
TKG Advisors
Indiana
$544K -$9.17K -33 -2%
CCA
1209
Cobblestone Capital Advisors
New York
$538K +$495K +1,783 New
CPA
1210
Cardiff Park Advisors
California
$537K -$137K -494 -22%
AA
1211
Alta Advisers
United Kingdom
$536K -$11.1K -40 -2%
IC
1212
Iconiq Capital
California
$536K -$57.5K -207 -10%
PCM
1213
Pointe Capital Management
Michigan
$535K
WA
1214
Wambolt & Associates
Colorado
$535K +$52.5K +189 +12%
MCM
1215
Manchester Capital Management
Vermont
$530K -$3.06K -11 -0.6%
FDCP
1216
Foster Dykema Cabot & Partners
Massachusetts
$529K -$35.3K -127 -7%
LAI
1217
Legal Advantage Investments
California
$528K
ACA
1218
Atlas Capital Advisors
Wyoming
$525K
TBA
1219
Tower Bridge Advisors
Pennsylvania
$524K
ABC
1220
Associated Banc-Corp
Wisconsin
$524K +$16.4K +59 +4%
FCB
1221
First County Bank
Connecticut
$522K +$22.2K +80 +5%
CT
1222
Clearstead Trust
Maine
$522K -$14.2K -51 -3%
APG
1223
Abacus Planning Group
South Carolina
$520K +$87.5K +315 +22%
FIM
1224
Freedom Investment Management
Connecticut
$519K -$17.5K -63 -4%
LW
1225
Linscomb Wealth
Texas
$519K -$35.3K -127 -7%

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.