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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
BBA
1551
BLB&B Advisors
Pennsylvania
$242K -$90.6K -326 -29%
CEI
1552
Clark Estates Inc
New York
$242K
FFO
1553
Fiduciary Family Office
Florida
$242K +$222K +800 New
GIA
1554
GHP Investment Advisors
Colorado
$241K -$55.6K -200 -20%
JJBC
1555
James J. Burns & Company
New York
$241K -$23.9K -86 -10%
NG
1556
Norden Group
Utah
$241K +$278 +1 +0.1%
CWG
1557
Crown Wealth Group
North Carolina
$240K -$4.17K -15 -2%
SFM
1558
Signet Financial Management
New Jersey
$240K +$7.22K +26 +3%
AA
1559
Ancora Advisors
Ohio
$240K -$28.1K -101 -11%
LAM
1560
Longboard Asset Management
Arizona
$240K
FFA
1561
Fi3 Financial Advisors
Indiana
$240K +$220K +793 New
Capstone Investment Advisors
1562
Capstone Investment Advisors
New York
$239K -$396K -1,426 -64%
BL
1563
Balentine LLC
Georgia
$239K
OFW
1564
Omnia Family Wealth
Florida
$239K +$219K +788 New
RWP
1565
Revolve Wealth Partners
New Jersey
$238K +$12.8K +46 +6%
IF
1566
Intrua Financial
Texas
$237K -$7.22K -26 -3%
CD
1567
Chapin Davis
Maryland
$237K +$556 +2 +0.3%
APP
1568
Avantax Planning Partners
Iowa
$236K +$10.6K +38 +5%
3IP
1569
3Chopt Investment Partners
Virginia
$235K +$216K +777 New
LS
1570
Leelyn Smith
Illinois
$233K -$1.95K -7 -0.9%
PCM
1571
Princeton Capital Management
New Jersey
$231K
DOA
1572
D'Orazio & Associates
Virginia
$231K -$278 -1 -0.1%
BFC
1573
Bedel Financial Consulting
Indiana
$231K +$13.3K +48 +6%
CFG
1574
Clayton Financial Group
Missouri
$230K -$17.8K -64 -8%
NPI
1575
New Perspectives Inc
Mississippi
$230K

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.