We are live on ! Find out more

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
BC
1351
Broadwater Capital
Massachusetts
$368K
PCWA
1352
Pacific Capital Wealth Advisors
California
$368K
ECM
1353
Elgethun Capital Management
South Dakota
$368K
SCP
1354
Sivia Capital Partners
California
$368K +$16.4K +59 +5%
SCM
1355
Sterling Capital Management
North Carolina
$367K -$18.1K -65 -5%
SFC
1356
SYM Financial Corp
Indiana
$366K -$6.95K -25 -2%
BHPW
1357
Beverly Hills Private Wealth
California
$366K +$104K +375 +45%
FNB
1358
Farmers National Bank
Kentucky
$365K -$5.56K -20 -2%
BHBT
1359
Burke & Herbert Bank & Trust
Virginia
$365K
PA
1360
Promethium Advisors
Maryland
$364K -$161K -579 -32%
DWS
1361
Discipline Wealth Solutions
South Carolina
$364K
BAWM
1362
Bennett Associates Wealth Management
Pennsylvania
$364K -$3.61K -13 -1%
MLL
1363
Moody Lynn & Lieberson
Massachusetts
$363K -$122K -438 -27%
TPA
1364
Trivium Point Advisory
Connecticut
$363K -$16.9K -61 -5%
EWM
1365
Empirical Wealth Management
Washington
$362K -$217K -782 -39%
CA
1366
Cornerstone Advisory
Maryland
$362K -$61.4K -221 -15%
RBWA
1367
RFG - Bristol Wealth Advisors
Massachusetts
$361K +$278 +1 +0.1%
MP
1368
Moment Partners
California
$361K -$2.78K -10 -0.8%
FMLI
1369
Fukoku Mutual Life Insurance
Japan
$360K
CAM
1370
Carret Asset Management
New York
$360K -$11.1K -40 -3%
ACP
1371
Argyle Capital Partners
California
$359K
TPI
1372
Trust Point Inc
Wisconsin
$358K -$145K -521 -31%
SW
1373
StrongBox Wealth
Missouri
$358K -$288K -1,035 -47%
SPC
1374
Spirepoint Private Client
Florida
$358K -$278 -1 -0.1%
AWA
1375
Arete Wealth Advisors
Illinois
$357K +$31.7K +114 +11%

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.