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Chubb
CB

Overview Fund Activity

1,890 hedge funds and large institutions have $107B invested in Chubb in 2025 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 693 increasing their positions, 746 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,890
Holders Change
+13
Holders Change %
+0.69%
% of All Funds
25.67%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
0.68%
New
175
Increased
693
Reduced
746
Closed
126
Calls
$517M
Puts
$373M
Net Calls
+$144M
Net Calls Change
+$143M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.5B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$589M
3
SG Americas Securities
SG Americas Securities
New York
+$190M
4
Capital World Investors
Capital World Investors
California
+$134M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$123M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$553M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$430M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$412M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$294M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
1501
Klingman & Associates
New York
$255K +$255K +846 New
NG
1502
Novem Group
New York
$255K -$13K -43 -5%
FA
1503
Fiduciary Alliance
South Carolina
$255K +$255K +844 New
WWM
1504
WT Wealth Management
Arizona
$254K – – –
MWA
1505
Midland Wealth Advisors
Illinois
$254K -$11.8K -39 -4%
RA
1506
Rise Advisors
New York
$254K +$11.2K +37 +5%
KCM
1507
Kathmere Capital Management
Pennsylvania
$253K +$21.4K +71 +9%
JSAM
1508
J. Safra Asset Management
New York
$253K -$112K -370 -31%
FI
1509
Financial Insights
Washington
$253K +$253K +837 New
BB
1510
Busey Bank
Illinois
$252K +$3.93K +13 +2%
SWK
1511
Stephen W. Kidder
$251K – – –
AL
1512
Aspiriant LLC
California
$250K -$7.55K -25 -3%
LJAC
1513
L.J. Altfest & Co
New York
$250K -$265K -878 -51%
BIA
1514
Barry Investment Advisors
Massachusetts
$249K +$303 +1 +0.1%
BFA
1515
Bragg Financial Advisors
North Carolina
$249K -$604 -2 -0.2%
SM
1516
Salzhauer Michael
$249K – – –
RB
1517
Rodgers Brothers
Pennsylvania
$249K +$6.95K +23 +3%
MMM
1518
Mendel Money Management
Illinois
$248K -$19.6K -65 -7%
AWA
1519
AGH Wealth Advisors
Kansas
$248K -$604 -2 -0.2%
PCM
1520
Poehling Capital Management
Wisconsin
$248K -$1.51K -5 -0.6%
CRIG
1521
Charter Research & Investment Group
Connecticut
$248K – – –
LG
1522
Leuthold Group
Minnesota
$247K -$5.8M -19,199 -96%
WCM
1523
Wedge Capital Management
North Carolina
$246K – – –
SWA
1524
Stratos Wealth Advisors
Ohio
$246K -$6.34K -21 -3%
FAT
1525
First American Trust
California
$245K -$302 -1 -0.1%
59 60
61
62 63