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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
WSC
1576
Wellington Shields & Co
New York
$230K +$111K +400 +111%
SC
1577
Sapient Capital
Indiana
$229K -$63.4K -228 -23%
MWA
1578
Medallion Wealth Advisors
Connecticut
$229K +$31.7K +114 +18%
UCB
1579
United Community Bank
South Carolina
$229K +$22.2K +80 +12%
ML
1580
McAdam LLC
Pennsylvania
$228K -$274K -985 -57%
PWA
1581
Provenance Wealth Advisors
Florida
$228K
RWM
1582
Rockline Wealth Management
New York
$228K
HBW
1583
Hazlett, Burt & Watson
West Virginia
$228K +$23.9K +86 +13%
FAG
1584
Fortitude Advisory Group
Washington
$227K +$11.7K +42 +6%
LAS
1585
LWM Advisory Services
Florida
$227K -$2.22K -8 -1%
BFA
1586
Bill Few Associates
Pennsylvania
$227K -$834 -3 -0.4%
WCA
1587
Westover Capital Advisors
Delaware
$226K
DAS
1588
Diversify Advisory Services
Utah
$226K -$10.6K -38 -5%
GAM
1589
Gould Asset Management
California
$225K
TWM
1590
Thrive Wealth Management
Pennsylvania
$225K -$15.6K -56 -7%
MW
1591
Maia Wealth
Colorado
$225K +$2.22K +8 +1%
VCM
1592
Versant Capital Management
Arizona
$224K +$53.1K +191 +35%
CB
1593
Cadence Bank
Mississippi
$224K +$206K +742 New
WAM
1594
Weatherly Asset Management
California
$224K +$206K +740 New
PA
1595
Prossimo Advisors
California
$224K
SI
1596
Sprott Inc
Ontario, Canada
$224K +$206K +741 New
GWCM
1597
Godshalk Welsh Capital Management
Pennsylvania
$223K -$2.78K -10 -1%
KCPG
1598
Kavar Capital Partners Group
Kansas
$223K
PWM
1599
PBMares Wealth Management
Virginia
$223K
SW
1600
SteelPeak Wealth
California
$222K +$204K +733 New

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.