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Chubb
CB

Overview Fund Activity

1,890 hedge funds and large institutions have $107B invested in Chubb in 2025 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 693 increasing their positions, 746 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,890
Holders Change
+13
Holders Change %
+0.69%
% of All Funds
25.67%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
0.68%
New
175
Increased
693
Reduced
746
Closed
126
Calls
$517M
Puts
$373M
Net Calls
+$144M
Net Calls Change
+$143M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.5B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$589M
3
SG Americas Securities
SG Americas Securities
New York
+$190M
4
Capital World Investors
Capital World Investors
California
+$134M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$123M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$553M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$430M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$412M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$294M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
1676
Physician Wealth Advisors
Utah
$89.4K – – –
WTFG
1677
Wood Tarver Financial Group
Idaho
$85.2K – – –
HWM
1678
Horizons Wealth Management
North Carolina
$85.2K – – –
HFS
1679
Hantz Financial Services
Michigan
$84K -$11.8K -39 -12%
FMII
1680
Farmers & Merchants Investments Inc
Nebraska
$83.7K – – –
MLA
1681
MB, Levis & Associates
Pennsylvania
$83.6K – – –
MAM
1682
Meeder Asset Management
Ohio
$81.8K +$36.2K +120 +79%
SVWA
1683
Sarver Vrooman Wealth Advisors
Missouri
$81.8K +$81.8K +271 New
SL
1684
Salomon & Ludwin
Virginia
$81.5K – – –
HWM
1685
Hemington Wealth Management
Virginia
$81K +$9.3K +31 +13%
APW
1686
Acima Private Wealth
Virginia
$79.7K – – –
GFL
1687
Granite FO LLC
New Hampshire
$78.5K – – –
CSC
1688
Cove Street Capital
California
$78.5K – – –
PSFG
1689
Park Square Financial Group
Georgia
$74K -$21.7K -72 -23%
KFI
1690
Key Financial Inc
Pennsylvania
$73.1K -$19.9K -66 -21%
RTC
1691
Riverview Trust Company
Washington
$73.1K -$1.51K -5 -2%
OC
1692
Oakmont Corp
California
$72.5K – – –
BIA
1693
Bell Investment Advisors
California
$69.2K +$2.11K +7 +3%
GTAM
1694
Global Trust Asset Management
Florida
$68.9K -$91.5K -303 -57%
BWAM
1695
Boyd Watterson Asset Management
Ohio
$68.3K – – –
AA
1696
Addison Advisors
Vermont
$64.9K – – –
CSC
1697
Caldwell Sutter Capital
California
$64.3K – – –
NEWAS
1698
N.E.W. Advisory Services
Wisconsin
$64.3K +$64.3K +213 New
BCMLT
1699
Beacon Capital Management LLC (Tennessee)
Tennessee
$62K +$6.36K +21 +11%
ETS
1700
ESL Trust Services
New York
$60.4K – – –
66 67
68
69 70