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2,104 hedge funds and large institutions have $114B invested in Chubb in 2026 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 790 increasing their positions, 788 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 98

90% more call options, than puts

Call options by funds: $551M | Put options by funds: $291M

5% more funds holding in top 10

Funds holding in top 10: 4345 (+2)

3% more funds holding

Funds holding: 2,0452,104 (+59)

4% more capital invested

Capital invested by funds: $111B → $114B (+$3.93B)

0% more repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 788

0.02% less ownership

Funds ownership: 90.02%90% (-0.02%)

Holders
2,104
Holders Change
+59
Holders Change %
+2.89%
% of All Funds
25.89%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.55%
New
194
Increased
790
Reduced
788
Closed
98
Calls
$551M
Puts
$291M
Net Calls
+$260M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1576
Somerset Group
Minnesota
$316K
CWG
1577
Cornerstone Wealth Group
North Carolina
$312K +$53.3K +166 +21%
WF
1578
WoodTrust Financial
Wisconsin
$312K +$77K +240 +33%
SWA
1579
Sax Wealth Advisors
New Jersey
$312K -$5.78K -18 -2%
RCM
1580
RB Capital Management
Nevada
$312K -$6.42K -20 -2%
PDL
1581
Portfolio Design Labs
California
$310K +$305K +950 New
WA
1582
Wealth Alliance
New York
$309K +$87.6K +273 +41%
WRPWM
1583
Werba Rubin Papier Wealth Management
California
$307K +$8.34K +26 +3%
MEAC
1584
M.E. Allison & Co
Texas
$307K -$11.9K -37 -4%
EM
1585
Excalibur Management
Massachusetts
$304K +$8.34K +26 +3%
DI
1586
Diligent Investors
California
$303K
SIC
1587
Samalin Investment Counsel
New York
$303K -$3.53K -11 -1%
VP
1588
Verum Partners
North Carolina
$303K +$3.21K +10 +1%
4WM
1589
44 Wealth Management
Oregon
$301K -$31.4K -98 -10%
KCM
1590
Kornitzer Capital Management
Kansas
$301K +$2.89K +9 +1%
BWA
1591
BlueChip Wealth Advisors
Georgia
$300K
TIP
1592
Tandem Investment Partners
New Jersey
$300K -$3.21K -10 -1%
AFC
1593
Avise Financial Cooperative
California
$300K +$8.66K +27 +3%
GA
1594
Goldstein Advisors
Wisconsin
$300K +$8.66K +27 +3%
AOWM
1595
Asset One Wealth Management
Washington
$299K +$291K +907 New
AWP
1596
Abacus Wealth Partners
California
$296K +$6.1K +19 +2%
AGC
1597
August Group Capital
$295K +$1.28K +4 +0.4%
DMBA
1598
Deseret Mutual Benefit Administrators
Utah
$295K +$124K +388 +75%
WF
1599
Wayfinding Financial
Washington
$294K +$6.42K +20 +2%
HI
1600
Harrington Investments
California
$294K -$5.45K -17 -2%

CB Hedge Fund Activity: Q1 2026 in Review

2,104 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2026, worth a combined $114B — up 3.6% from $111B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new CB positions and 98 closed out — a net gain of 96 holders — while 790 added to existing stakes and 788 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $468M. The largest seller was Capital World Investors, cutting an estimated $1.25B.

  • 2,104 institutional investors held Chubb (CB) as of Q1 2026, up from 2,045 in Q4 2025.
  • Funds reported $114B of Chubb stock for Q1 2026, up 3.6% quarter-over-quarter.
  • 194 funds opened new Chubb positions in Q1 2026 and 98 closed out, a net change of +96 holders.
  • The largest Chubb buyer in Q1 2026 was Bank of New York Mellon, an estimated $468M added.
  • The largest Chubb seller in Q1 2026 was Capital World Investors, an estimated $1.25B sold.

Based on aggregated 13F filings for Q1 2026.