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1,916 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: 1,8971,916 (+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
1,916
Holders Change
+19
Holders Change %
+1%
% of All Funds
25.69%
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
TWP
1326
Tyche Wealth Partners
Texas
$401K -$223K -802 -38%
RCM
1327
RMR Capital Management
California
$400K
BW
1328
BostonPremier Wealth
Massachusetts
$400K +$368K +1,323 New
SIM
1329
Stratos Investment Management
Ohio
$399K +$38.6K +139 +12%
SWA
1330
SFMG Wealth Advisors
Texas
$398K +$12.8K +46 +4%
SA
1331
Strategic Advisors
New York
$397K
PCH
1332
PGIM Custom Harvest
New Jersey
$396K -$1.39K -5 -0.4%
BWM
1333
BlackDiamond Wealth Management
New York
$396K -$110K -395 -22%
DCM
1334
DGS Capital Management
New Jersey
$394K +$556 +2 +0.2%
SFMG
1335
Sage Financial Management Group
Virginia
$393K
DWM
1336
Drive Wealth Management
Utah
$391K -$7.22K -26 -2%
BG
1337
Bollard Group
Massachusetts
$390K
VWWMG
1338
Vermillion & White Wealth Management Group
Pennsylvania
$385K +$105K +379 +42%
FFN
1339
Focus Financial Network
Minnesota
$385K +$113K +405 +47%
RG
1340
Renaissance Group
Kentucky
$383K -$11.7K -42 -3%
TAM
1341
Titleist Asset Management
Texas
$378K +$4.45K +16 +1%
WC
1342
Wynn Capital
Georgia
$378K
CCA
1343
Childress Capital Advisors
Texas
$376K +$107K +385 +45%
NSB
1344
Norway Savings Bank
Maine
$375K -$13.9K -50 -4%
AT
1345
Arlington Trust
Alabama
$375K
RSWM
1346
Robertson Stephens Wealth Management
California
$375K -$32.5K -117 -9%
KAS
1347
KPP Advisory Services
Kentucky
$372K -$4.72K -17 -1%
WE
1348
Wealth Effects
Massachusetts
$371K -$11.4K -41 -3%
KWA
1349
Kingswood Wealth Advisors
California
$371K -$111K -401 -25%
PEA
1350
Park Edge Advisors
Ohio
$370K

CB Hedge Fund Activity: Q1 2025 in Review

1,916 of the 7,458 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.

  • 1,916 institutional investors held Chubb (CB) as of Q1 2025, up from 1,897 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.