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2,044 hedge funds and large institutions have $111B invested in Chubb in 2025 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 799 increasing their positions, 694 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 110

34% more call options, than puts

Call options by funds: $520M | Put options by funds: $388M

15% more repeat investments, than reductions

Existing positions increased: 799 | Existing positions reduced: 694

14% more capital invested

Capital invested by funds: $97.1B → $111B (+$13.4B)

13% more funds holding in top 10

Funds holding in top 10: 3843 (+5)

7% more funds holding

Funds holding: 1,9192,044 (+125)

3.75% more ownership

Funds ownership: 86.27%90.02% (+3.8%)

Holders
2,044
Holders Change
+125
Holders Change %
+6.51%
% of All Funds
24.87%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.52%
New
275
Increased
799
Reduced
694
Closed
110
Calls
$520M
Puts
$388M
Net Calls
+$132M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1401
Alerus Financial
North Dakota
$422K
OCA
1402
OpenArc Corporate Advisory
Georgia
$420K +$394K +1,346 New
BG
1403
Bollard Group
Massachusetts
$418K
CAM
1404
Councilmark Asset Management
Tennessee
$418K -$14K -48 -3%
CWA
1405
Clearview Wealth Advisors
Oregon
$418K -$17K -58 -4%
HTHT
1406
Hemenway Trust Hemenway Trust
New Hampshire
$415K -$1.46K -5 -0.4%
CA
1407
Cornerstone Advisory
Maryland
$415K +$13.4K +46 +4%
PWMG
1408
Prestige Wealth Management Group
New Jersey
$415K +$25.1K +86 +7%
RCM
1409
RMR Capital Management
California
$414K
KA
1410
Klingman & Associates
New York
$412K +$28.4K +97 +8%
SWA
1411
SFMG Wealth Advisors
Texas
$409K +$292 +1 +0.1%
NAS
1412
Nicolet Advisory Services
Wisconsin
$408K +$18.4K +63 +5%
SA
1413
Strategic Advisors
New York
$406K +$5.26K +18 +1%
SIC
1414
Schwartz Investment Counsel
Michigan
$406K -$58.1M -198,750 -99%
SFMG
1415
Sage Financial Management Group
Virginia
$406K
KCM
1416
Kathmere Capital Management
Pennsylvania
$405K +$9.94K +34 +3%
GWP
1417
Gen-Wealth Partners
Michigan
$405K -$147K -503 -28%
QC
1418
Quent Capital
New York
$404K +$90.4K +309 +31%
QLSGSCF
1419
Quent Long Short Global Small Cap Fund
New York
$404K +$379K +1,296 New
CA
1420
Continuum Advisory
Idaho
$404K +$83.3K +285 +28%
BWM
1421
BlackDiamond Wealth Management
New York
$403K -$585 -2 -0.2%
KRW
1422
Kaufman Rossin Wealth
Florida
$403K +$154K +525 +69%
AI
1423
Accredited Investors
Minnesota
$400K +$84.8K +290 +29%
MAM
1424
Mainsail Asset Management
Alabama
$400K +$4.09K +14 +1%
NRC
1425
New Republic Capital
North Carolina
$400K +$150K +512 +67%