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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
PWM
1676
Proathlete Wealth Management
Florida
$120K +$111K +399 New
MSWM
1677
Mowery & Schoenfeld Wealth Management
Illinois
$120K -$2.22K -8 -2%
FFC
1678
First Financial Corp
Indiana
$116K -$23.3K -84 -18%
JWA
1679
JFS Wealth Advisors
Pennsylvania
$114K
FFO
1680
Fortitude Family Office
Arizona
$113K -$1.11K -4 -1%
AG
1681
AmeriFlex Group
Nevada
$111K +$10.8K +39 +12%
RFS
1682
Richardson Financial Services
Massachusetts
$110K +$6.39K +23 +7%
MSFP
1683
Mark Sheptoff Financial Planning
Connecticut
$109K
MEG
1684
Millstone Evans Group
Colorado
$108K
MHR
1685
Matthew Hamilton Rosenberg
$106K +$8.61K +31 +10%
BL
1686
BFSG LLC
California
$104K +$2.78K +10 +3%
WPA
1687
Wealth Preservation Advisors
Tennessee
$103K +$94.5K +340 New
TIM
1688
Thompson Investment Management
Wisconsin
$99.7K
AIM
1689
Anchor Investment Management
South Carolina
$99.5K -$6.95K -25 -7%
RFA
1690
Reyes Financial Architecture
California
$95.1K
ITIM
1691
Indiana Trust & Investment Management
Indiana
$94.5K
BOJHT
1692
Bank of Jackson Hole Trust
Wyoming
$94.5K -$9.45K -34 -9%
AW
1693
Avion Wealth
Texas
$93K
ABWM
1694
Alpine Bank Wealth Management
Colorado
$91.8K +$84.5K +304 New
LC
1695
Lavaca Capital
Texas
$90.6K
CBT
1696
Crews Bank & Trust
Florida
$90K -$4.17K -15 -5%
IRC
1697
Investors Research Corp
Georgia
$89.7K +$13.9K +50 +20%
PWA
1698
Physician Wealth Advisors
Utah
$89.4K
WTFG
1699
Wood Tarver Financial Group
Idaho
$85.2K
HWM
1700
Horizons Wealth Management
North Carolina
$85.2K

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.