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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
HFS
1701
Hantz Financial Services
Michigan
$84K -$10.8K -39 -12%
FMII
1702
Farmers & Merchants Investments Inc
Nebraska
$83.7K
MLA
1703
MB, Levis & Associates
Pennsylvania
$83.6K
MAM
1704
Meeder Asset Management
Ohio
$81.8K +$33.3K +120 +79%
SVWA
1705
Sarver Vrooman Wealth Advisors
Missouri
$81.8K +$75.3K +271 New
SL
1706
Salomon & Ludwin
Virginia
$81.5K
HWM
1707
Hemington Wealth Management
Virginia
$81K +$8.61K +31 +13%
APW
1708
Acima Private Wealth
Virginia
$79.7K
CSC
1709
Cove Street Capital
California
$78.5K
GFL
1710
Granite FO LLC
New Hampshire
$78.5K
PSFG
1711
Park Square Financial Group
Georgia
$74K -$20K -72 -23%
KFI
1712
Key Financial Inc
Pennsylvania
$73.1K -$18.3K -66 -21%
RTC
1713
Riverview Trust Company
Washington
$73.1K -$1.39K -5 -2%
OC
1714
Oakmont Corp
California
$72.5K
BIA
1715
Bell Investment Advisors
California
$69.2K +$1.95K +7 +3%
GTAM
1716
Global Trust Asset Management
Florida
$68.9K -$84.2K -303 -57%
BWAM
1717
Boyd Watterson Asset Management
Ohio
$68.3K
AA
1718
Addison Advisors
Vermont
$64.9K
CSC
1719
Caldwell Sutter Capital
California
$64.3K
NEWAS
1720
N.E.W. Advisory Services
Wisconsin
$64.3K +$59.2K +213 New
BCMLT
1721
Beacon Capital Management LLC (Tennessee)
Tennessee
$62K +$5.83K +21 +11%
ETS
1722
ESL Trust Services
New York
$60.4K
PPC
1723
Park Place Capital
Alabama
$60.4K +$278 +1 +0.5%
CHC
1724
City Holding Co
West Virginia
$59.2K +$27K +97 +98%
TFM
1725
TFC Financial Management
Massachusetts
$58.9K -$2.78K -10 -5%

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.