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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
FG
1501
Foster Group
Iowa
$264K +$243K +874 New
JFG
1502
Jefferies Financial Group
New York
$263K
TSWM
1503
Triangle Securities Wealth Management
North Carolina
$263K +$18.1K +65 +8%
RPWA
1504
Regent Peak Wealth Advisors
Georgia
$262K -$3.06K -11 -1%
BWP
1505
Barlow Wealth Partners
Kentucky
$262K -$1.67K -6 -0.6%
EM
1506
Excalibur Management
Massachusetts
$261K +$1.67K +6 +0.7%
BTD
1507
BankPlus Trust Department
Mississippi
$260K -$80.9K -291 -25%
CCG
1508
Catalina Capital Group
California
$260K -$462K -1,664 -66%
SAM
1509
Sompo Asset Management
Japan
$260K -$172K -620 -42%
FBC
1510
Fairfield, Bush & Co
Connecticut
$260K
LTAS
1511
Linden Thomas Advisory Services
North Carolina
$260K +$5.56K +20 +2%
BMO
1512
Beck Mack & Oliver
New York
$259K
MW
1513
MBL Wealth
North Carolina
$259K +$5.83K +21 +3%
OL
1514
Optas LLC
Texas
$258K -$30.6K -110 -11%
PP
1515
Pacifica Partners
Canada
$257K
CIP
1516
Convergence Investment Partners
Florida
$257K -$42.2K -152 -15%
WWM
1517
Waterway Wealth Management
Texas
$257K +$236K +850 New
RIA
1518
Regal Investment Advisors
Michigan
$256K +$236K +849 New
OP
1519
ORG Partners
Indiana
$256K -$25.6K -92 -10%
BGAI
1520
Bruce G. Allen Investments
Colorado
$256K +$37.2K +134 +19%
KA
1521
Klingman & Associates
New York
$255K +$235K +846 New
NG
1522
Novem Group
New York
$255K -$11.9K -43 -5%
FA
1523
Fiduciary Alliance
South Carolina
$255K +$235K +844 New
WWM
1524
WT Wealth Management
Arizona
$254K
MWA
1525
Midland Wealth Advisors
Illinois
$254K -$10.8K -39 -4%

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.