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
SIG
1376
Sargent Investment Group
Maryland
$356K -$7.22K -26 -2%
SG
1377
StoneX Group
New York
$355K -$17.5K -63 -5%
PCG
1378
Prosperity Consulting Group
Maryland
$354K +$35.6K +128 +12%
RWM
1379
RBA Wealth Management
California
$354K -$95K -342 -23%
SSW
1380
Smith Shellnut Wilson
Mississippi
$354K
BCG
1381
Breakwater Capital Group
New Jersey
$353K +$25.6K +92 +9%
RFW
1382
Rainier Family Wealth
Washington
$352K -$68.6K -247 -17%
EFA
1383
Evernest Financial Advisors
Indiana
$350K +$323K +1,161 New
RIP
1384
Reliant Investment Partners
North Carolina
$350K -$4.17K -15 -1%
MCCA
1385
Mill Creek Capital Advisors
Pennsylvania
$349K +$65.9K +237 +26%
PDL
1386
Portfolio Design Labs
California
$347K -$348K -1,252 -52%
CH
1387
Cromwell Holdings
Wyoming
$346K
GSWA
1388
Good Steward Wealth Advisors
Tennessee
$346K +$318K +1,146 New
PWG
1389
Portside Wealth Group
Utah
$346K +$50.6K +182 +19%
ARC
1390
Advisor Resource Council
Texas
$346K +$325K +1,171 New
OFS
1391
Orrstown Financial Services
Pennsylvania
$344K +$115K +415 +57%
CPW
1392
Cove Private Wealth
New York
$342K +$9.17K +33 +3%
LFG
1393
Larson Financial Group
Missouri
$340K +$126K +452 +67%
BW
1394
BIP Wealth
Georgia
$339K +$312K +1,123 New
JSAM
1395
J. Safra Asset Management
New York
$339K -$23.3K -84 -7%
SHIM
1396
Stone House Investment Management
Pennsylvania
$339K +$312K +1,123 New
BAAM
1397
Baker Avenue Asset Management
California
$339K -$4.72K -17 -1%
LWP
1398
LeClair Wealth Partners
Ohio
$335K
MAWA
1399
Moss Adams Wealth Advisors
Washington
$334K +$44.5K +160 +17%
RCM
1400
RB Capital Management
Nevada
$331K +$23.9K +86 +9%

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.