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2,104 hedge funds and large institutions have $114B invested in Chubb in 2026 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 790 increasing their positions, 788 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 98

90% more call options, than puts

Call options by funds: $551M | Put options by funds: $291M

5% more funds holding in top 10

Funds holding in top 10: 4345 (+2)

3% more funds holding

Funds holding: 2,0452,104 (+59)

4% more capital invested

Capital invested by funds: $111B → $114B (+$3.93B)

0% more repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 788

0.02% less ownership

Funds ownership: 90.02%90% (-0.02%)

Holders
2,104
Holders Change
+59
Holders Change %
+2.89%
% of All Funds
25.89%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.55%
New
194
Increased
790
Reduced
788
Closed
98
Calls
$551M
Puts
$291M
Net Calls
+$260M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1351
Pinnacle Wealth Planning Services
Ohio
$519K +$5.13K +16 +1%
TC
1352
Tannin Capital
North Carolina
$519K +$16.7K +52 +3%
FCH
1353
Freestone Capital Holdings
Washington
$519K +$35.9K +112 +8%
FMWA
1354
Forvis Mazars Wealth Advisors
Missouri
$519K -$5.13K -16 -1%
FFA
1355
Fi3 Financial Advisors
Indiana
$518K -$26.9K -84 -5%
IBOK
1356
Independence Bank of Kentucky
Kentucky
$517K -$24.1K -75 -5%
HCM
1357
Howard Capital Management
Georgia
$516K -$511K -1,594 -50%
FDCP
1358
Foster Dykema Cabot & Partners
Massachusetts
$515K
NP
1359
Nilsine Partners
Colorado
$514K -$118K -368 -19%
ZF
1360
Zhang Financial
Michigan
$513K +$505K +1,573 New
SF
1361
Symphony Financial
Texas
$511K +$13.8K +43 +3%
EFG
1362
Ethos Financial Group
Pennsylvania
$507K +$153K +476 +44%
XT
1363
XTX Topco
Cayman Islands
$507K -$963K -3,003 -66%
3IP
1364
3Chopt Investment Partners
Virginia
$505K +$22.1K +69 +5%
MWM
1365
Madrid Wealth Management
New Mexico
$504K -$104K -323 -17%
HBCM
1366
Heron Bay Capital Management
Michigan
$504K
TPI
1367
Trust Point Inc
Wisconsin
$504K -$7.06K -22 -1%
EFA
1368
Evernest Financial Advisors
Indiana
$502K +$59.7K +186 +14%
PAM
1369
Palisade Asset Management
Minnesota
$502K
VWWMG
1370
Vermillion & White Wealth Management Group
Pennsylvania
$502K +$494K +1,540 New
AIMA
1371
Ables Iannone Moore & Associates
Georgia
$499K -$3.21K -10 -0.6%
BA
1372
Bridgewater Advisors
New York
$498K +$14.8K +46 +3%
IRP
1373
Investment Research Partners
Pennsylvania
$497K -$26.9K -84 -5%
BAM
1374
Broyhill Asset Management
North Carolina
$496K -$3.85K -12 -0.8%
WSA
1375
Wealth Science Advisors
Georgia
$492K

CB Hedge Fund Activity: Q1 2026 in Review

2,104 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2026, worth a combined $114B — up 3.6% from $111B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new CB positions and 98 closed out — a net gain of 96 holders — while 790 added to existing stakes and 788 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $468M. The largest seller was Capital World Investors, cutting an estimated $1.25B.

  • 2,104 institutional investors held Chubb (CB) as of Q1 2026, up from 2,045 in Q4 2025.
  • Funds reported $114B of Chubb stock for Q1 2026, up 3.6% quarter-over-quarter.
  • 194 funds opened new Chubb positions in Q1 2026 and 98 closed out, a net change of +96 holders.
  • The largest Chubb buyer in Q1 2026 was Bank of New York Mellon, an estimated $468M added.
  • The largest Chubb seller in Q1 2026 was Capital World Investors, an estimated $1.25B sold.

Based on aggregated 13F filings for Q1 2026.