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Chubb
CB

Overview Fund Activity

1,890 hedge funds and large institutions have $107B invested in Chubb in 2025 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 693 increasing their positions, 746 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,890
Holders Change
+13
Holders Change %
+0.69%
% of All Funds
25.67%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
0.68%
New
175
Increased
693
Reduced
746
Closed
126
Calls
$517M
Puts
$373M
Net Calls
+$144M
Net Calls Change
+$143M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.5B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$589M
3
SG Americas Securities
SG Americas Securities
New York
+$190M
4
Capital World Investors
Capital World Investors
California
+$134M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$123M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$553M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$430M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$412M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$294M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1326
Childress Capital Advisors
Texas
$376K +$116K +385 +45%
NSB
1327
Norway Savings Bank
Maine
$375K -$15.1K -50 -4%
AT
1328
Arlington Trust
Alabama
$375K – – –
RSWM
1329
Robertson Stephens Wealth Management
California
$375K -$35.5K -117 -9%
KAS
1330
KPP Advisory Services
Kentucky
$372K -$5.13K -17 -1%
WE
1331
Wealth Effects
Massachusetts
$371K -$12.4K -41 -3%
KWA
1332
Kingswood Wealth Advisors
California
$371K -$121K -401 -25%
PEA
1333
Park Edge Advisors
Ohio
$370K – – –
PCWA
1334
Pacific Capital Wealth Advisors
California
$368K – – –
ECM
1335
Elgethun Capital Management
South Dakota
$368K – – –
SCP
1336
Sivia Capital Partners
California
$368K +$17.8K +59 +5%
SCM
1337
Sterling Capital Management
North Carolina
$367K -$19.6K -65 -5%
SFC
1338
SYM Financial Corp
Indiana
$366K -$7.55K -25 -2%
BHPW
1339
Beverly Hills Private Wealth
California
$366K +$113K +375 +45%
FNB
1340
Farmers National Bank
Kentucky
$365K -$6.04K -20 -2%
BHBT
1341
Burke & Herbert Bank & Trust
Virginia
$365K – – –
PA
1342
Promethium Advisors
Maryland
$364K -$175K -579 -32%
DWS
1343
Discipline Wealth Solutions
South Carolina
$364K – – –
BAWM
1344
Bennett Associates Wealth Management
Pennsylvania
$364K -$3.93K -13 -1%
MLL
1345
Moody Lynn & Lieberson
Massachusetts
$363K -$132K -438 -27%
TPA
1346
Trivium Point Advisory
Connecticut
$363K -$18.4K -61 -5%
EWM
1347
Empirical Wealth Management
Washington
$362K -$236K -782 -39%
CA
1348
Cornerstone Advisory
Maryland
$362K -$63.9K -221 -15%
RBWA
1349
RFG - Bristol Wealth Advisors
Massachusetts
$361K +$302 +1 +0.1%
MP
1350
Moment Partners
California
$361K -$3.02K -10 -0.8%
52 53
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