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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
FCA
1226
FLC Capital Advisors
California
$517K +$33.3K +120 +8%
GIM
1227
Goelzer Investment Management
Indiana
$515K +$102K +367 +27%
ST
1228
Sentinel Trust
Texas
$515K -$84.5K -304 -15%
DI
1229
DAGCO Inc
Ohio
$512K -$60.6K -218 -11%
ATPW
1230
Ashton Thomas Private Wealth
Arizona
$512K -$115K -413 -20%
OIS
1231
Okabena Investment Services
Minnesota
$511K -$15.3K -55 -3%
RWM
1232
Revisor Wealth Management
Ohio
$511K +$197K +710 +73%
CSPIA
1233
Cary Street Partners Investment Advisory
Virginia
$509K +$80K +288 +21%
BPC
1234
Banque Pictet & Cie
Switzerland
$503K -$1.5M -5,415 -76%
AGP
1235
Aspire Growth Partners
Florida
$501K +$480K +1,726 New
BCP
1236
Berkeley Capital Partners
Georgia
$500K -$13.9K -50 -3%
EWM
1237
Evermay Wealth Management
Virginia
$498K -$7.22K -26 -2%
AWE
1238
Avidian Wealth Enterprises
Texas
$498K +$29.5K +106 +7%
BFIC
1239
Bedell Frazier Investment Counselling
California
$497K -$160K -575 -26%
AC
1240
AlphaCore Capital
California
$495K +$454K +1,635 New
CC
1241
Callan Capital
California
$494K +$26.1K +94 +6%
GIA
1242
Gateway Investment Advisers
Ohio
$492K -$3.33K -12 -0.7%
CFM
1243
Catalyst Funds Management
Australia
$489K -$3.55M -12,780 -89%
EBWM
1244
Eagle Bluffs Wealth Management
Missouri
$489K +$1.11K +4 +0.2%
EI
1245
Ellevest Inc
New York
$487K -$37.8K -136 -8%
SPWG
1246
Sage Private Wealth Group
Illinois
$486K -$6.39K -23 -1%
CFG
1247
Copley Financial Group
California
$486K -$5.28K -19 -1%
PWAM
1248
Private Wealth Asset Management
Iowa
$485K +$446K +1,606 New
PWP
1249
Phillips Wealth Planners
Mississippi
$482K +$72.8K +262 +18%
LAM
1250
L2 Asset Management
Massachusetts
$482K +$40K +144 +10%

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.