We are live on ! Find out more

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
MWA
1701
Medallion Wealth Advisors
Connecticut
$248K
DT
1702
DV Trading
Illinois
$248K +$69.6K +217 +40%
LWA
1703
LifeGoal Wealth Advisors
New York
$247K +$243K +756 New
M
1704
MATAURO
New York
$247K +$243K +758 New
GKIM
1705
GW&K Investment Management
Massachusetts
$247K -$963 -3 -0.4%
WAM
1706
Weatherly Asset Management
California
$246K
CWM
1707
Challenger Wealth Management
California
$246K -$21.5K -67 -8%
DW30
1708
Drucker Wealth 3.0
New Jersey
$246K +$2.57K +8 +1%
SSC
1709
Syverson Strege & Co
Iowa
$246K -$6.42K -20 -3%
NFG
1710
Nadler Financial Group
Illinois
$246K
AT
1711
Avalon Trust
New Mexico
$245K +$103K +321 +74%
IF
1712
Intrua Financial
Texas
$245K -$6.1K -19 -2%
EWM
1713
Evergreen Wealth Management
Michigan
$244K +$16.4K +51 +7%
CWA
1714
Cura Wealth Advisors
Illinois
$244K
WP
1715
Woodline Partners
California
$242K -$124M -387,166 -100%
GWCM
1716
Godshalk Welsh Capital Management
Pennsylvania
$241K
KCPG
1717
Kavar Capital Partners Group
Kansas
$241K
MWA
1718
Midland Wealth Advisors
Illinois
$240K +$7.7K +24 +3%
RMAM
1719
Raab & Moskowitz Asset Management
New Jersey
$239K
SIC
1720
Salem Investment Counselors
North Carolina
$239K +$2.25K +7 +1%
MFP
1721
Meramec Financial Planners
Missouri
$239K
HC
1722
Hamilton Capital
Ohio
$238K +$22.1K +69 +10%
MBTD
1723
Mechanics Bank - Trust Department
California
$238K +$234K +730 New
HFS
1724
Howard Financial Services
Texas
$238K +$234K +729 New
WCM
1725
Washington Capital Management
Washington
$237K

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.