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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
FFG
1626
Fiduciary Financial Group
California
$210K +$206K +743 New
SAA
1627
Southeast Asset Advisors
Georgia
$209K -$62.5K -225 -25%
PBC
1628
Pavion Blue Capital
California
$209K +$192K +691 New
SFA
1629
Souders Financial Advisors
Ohio
$209K +$192K +691 New
AIA
1630
Accelerate Investment Advisors
California
$208K +$191K +688 New
FOA
1631
Five Oceans Advisors
California
$206K +$190K +683 New
IFS
1632
Ifrah Financial Services
Arkansas
$206K +$190K +682 New
WDG
1633
Wealth Dimensions Group
Ohio
$206K +$189K +681 New
SIC
1634
Salem Investment Counselors
North Carolina
$205K +$1.39K +5 +0.7%
FCAS
1635
First Command Advisory Services
Texas
$205K -$63.4K -228 -25%
CNBOF
1636
City National Bank of Florida
Florida
$204K +$188K +676 New
SW
1637
Simplicity Wealth
New Jersey
$204K +$188K +676 New
RCWM
1638
Royal Capital Wealth Management
Indiana
$204K +$187K +674 New
LOIP
1639
Live Oak Investment Partners
Texas
$204K +$187K +674 New
SWA
1640
Sax Wealth Advisors
New Jersey
$204K +$187K +674 New
PIP
1641
Peachtree Investment Partners
Florida
$203K +$187K +673 New
BIA
1642
Bigelow Investment Advisors
Maine
$203K +$187K +673 New
MGAM
1643
McGowan Group Asset Management
Texas
$202K +$186K +669 New
DAM
1644
Delta Asset Management
Tennessee
$201K +$9.45K +34 +5%
AGC
1645
Aspen Grove Capital
Colorado
$201K +$184K +663 New
IWP
1646
Innova Wealth Partners
Pennsylvania
$201K +$185K +665 New
GWSG
1647
GPS Wealth Strategies Group
Colorado
$201K -$13.9K -50 -7%
EWM
1648
Evergreen Wealth Management
Michigan
$200K +$184K +663 New
AF
1649
Aviso Financial
Ontario, Canada
$192K +$5.83K +21 +3%
GKIM
1650
GW&K Investment Management
Massachusetts
$191K +$1.11K +4 +0.6%

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.