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
CA
1726
CoreCap Advisors
Michigan
$237K +$1.93K +6 +0.8%
CG
1727
Clifford Group
Massachusetts
$236K +$26.3K +82 +13%
Dodge & Cox
1728
Dodge & Cox
California
$235K
EC
1729
Enhancing Capital
Pennsylvania
$235K
HPM
1730
Hoxton Planning & Management
West Virginia
$235K -$8.02K -25 -3%
DWA
1731
Delos Wealth Advisors
Texas
$235K +$231K +720 New
GKWIM
1732
Gerber Kawasaki Wealth & Investment Management
California
$234K +$230K +716 New
PWA
1733
Provenance Wealth Advisors
Florida
$233K -$12.8K -40 -5%
UCB
1734
United Community Bank
South Carolina
$233K -$18.3K -57 -7%
TIA
1735
Tiemann Investment Advisors
California
$233K
CFGW
1736
Chancellor Financial Group WB
Pennsylvania
$233K +$3.21K +10 +1%
MFG
1737
Mosaic Financial Group
Illinois
$233K +$963 +3 +0.4%
EL
1738
EWA LLC
Pennsylvania
$233K +$5.13K +16 +2%
SIP
1739
Snowwater Investment Partners
Connecticut
$232K
NRC
1740
New Republic Capital
North Carolina
$231K -$182K -568 -45%
PFA
1741
Perryman Financial Advisory
Texas
$231K
UAML
1742
US Asset Management LLC
Pennsylvania
$231K -$5.45K -17 -2%
MW
1743
Maia Wealth
Colorado
$230K +$963 +3 +0.4%
RPGK
1744
Retirement Planning Group (Kansas)
Kansas
$229K -$1.93K -6 -0.8%
AWM
1745
Accurate Wealth Management
Florida
$229K +$10.3K +32 +5%
PF
1746
Phoenix Financial
Israel
$228K +$4.81K +15 +2%
MP
1747
McDonald Partners
Ohio
$227K -$139K -433 -38%
HWM
1748
HBE Wealth Management
Nebraska
$226K
ST
1749
Sageworth Trust
Pennsylvania
$226K +$223K +694 New
CWA
1750
Canvas Wealth Advisors
Kansas
$226K +$4.49K +14 +2%

CB Hedge Fund Activity: Q1 2026 in Review

2,104 of the 8,127 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.