2,080 hedge funds and large institutions have $114B invested in Chubb in 2026 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 788 increasing their positions, 772 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $111B → $114B (+$3.75B)

2% more repeat investments, than reductions

Existing positions increased: 788 | Existing positions reduced: 772

0.16% less ownership

Funds ownership: 90.01%89.85% (-0.16%)

Holders
2,080
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$551M
Puts
$291M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1501
RBA Wealth Management
California
$356K
EP
1502
Edgestream Partners
New Jersey
$356K
LTAS
1503
Linden Thomas Advisory Services
North Carolina
$356K
EWM
1504
Evermay Wealth Management
Virginia
$356K
EWS
1505
Evergreen Wealth Solutions
Pennsylvania
$354K
NW
1506
Naviter Wealth
Arkansas
$353K
MW
1507
MBL Wealth
North Carolina
$353K
MAM
1508
McLean Asset Management
Virginia
$353K
SFS
1509
Sharp Financial Services
Pennsylvania
$353K
BWP
1510
Burling Wealth Partners
Illinois
$351K
NWM
1511
Nolet Wealth Management
Texas
$350K
IWP
1512
Innova Wealth Partners
Pennsylvania
$350K
FG
1513
Foster Group
Iowa
$349K
SW
1514
Simplicity Wealth
New Jersey
$348K
GCP
1515
Guardian Capital (Pennsylvania)
Pennsylvania
$348K
JSAM
1516
J. Safra Asset Management
New York
$348K
BNA
1517
BankChampaign, National Association
Illinois
$347K
NP
1518
NorthRock Partners
Minnesota
$347K
FWP
1519
Falcon Wealth Planning
California
$347K
PFGIA
1520
Patriot Financial Group Insurance Agency
Massachusetts
$347K
WA
1521
Westfuller Advisors
New York
$347K
AP
1522
Anchyra Partners
Georgia
$347K
WSC
1523
Wellington Shields & Co
New York
$346K
EI
1524
EDMP Inc
Florida
$344K
WMA
1525
Wealth Management Associates
New Jersey
$344K