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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
KCM
1401
Kathmere Capital Management
Pennsylvania
$451K +$28.2K +88 +7%
WFP
1402
Worthington Financial Partners
Ohio
$450K
CA
1403
Carson Advisory
Georgia
$450K -$6.74K -21 -1%
CC
1404
Courier Capital
New York
$448K +$3.21K +10 +0.7%
AFGAS
1405
Allegiance Financial Group Advisory Services
Virginia
$448K -$14.8K -46 -3%
SFA
1406
Souders Financial Advisors
Ohio
$447K +$40.4K +126 +10%
CWA
1407
Crux Wealth Advisors
California
$447K -$7.06K -22 -2%
PFWA
1408
Paces Ferry Wealth Advisors
Georgia
$447K
KA
1409
Klingman & Associates
New York
$446K +$14.8K +46 +3%
CPWA
1410
Cerro Pacific Wealth Advisors
California
$445K -$69.6K -217 -14%
CA
1411
Cornerstone Advisory
Maryland
$442K +$8.66K +27 +2%
EFM
1412
E Fund Management
China
$441K +$434K +1,354 New
RI
1413
Ridgewood Investments
New Jersey
$438K +$432K +1,345 New
BG
1414
Bollard Group
Massachusetts
$438K +$1.28K +4 +0.3%
CAM
1415
Councilmark Asset Management
Tennessee
$436K
SAM
1416
Strategy Asset Managers
California
$432K -$12.2K -38 -3%
RCM
1417
RMR Capital Management
California
$432K
FCT
1418
Family Capital Trust
Massachusetts
$430K +$424K +1,320 New
PWMG
1419
Prestige Wealth Management Group
New Jersey
$429K -$4.49K -14 -1%
AF
1420
Alerus Financial
North Dakota
$427K -$13.2K -41 -3%
SWA
1421
SFMG Wealth Advisors
Texas
$427K
IA
1422
IFC Advisors
California
$427K -$61K -190 -13%
SIA
1423
Strategic Investment Advisors
Michigan
$426K +$109K +340 +35%
HVIA
1424
Hudson Valley Investment Advisors
New York
$426K +$70.3K +219 +20%
NFA
1425
Northern Financial Advisors
Michigan
$426K +$169K +527 +68%

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.