2,078 hedge funds and large institutions have $114B invested in Chubb in 2026 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 788 increasing their positions, 772 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $111B → $114B (+$3.75B)

2% more repeat investments, than reductions

Existing positions increased: 788 | Existing positions reduced: 772

0.16% less ownership

Funds ownership: 90.01%89.85% (-0.16%)

Holders
2,078
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$551M
Puts
$291M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
1726
Maia Wealth
Colorado
$230K
RPGK
1727
Retirement Planning Group (Kansas)
Kansas
$229K
AWM
1728
Accurate Wealth Management
Florida
$229K
PF
1729
Phoenix Financial
Israel
$228K
MP
1730
McDonald Partners
Ohio
$227K
HWM
1731
HBE Wealth Management
Nebraska
$226K
ST
1732
Sageworth Trust
Pennsylvania
$226K
CWA
1733
Canvas Wealth Advisors
Kansas
$226K
PEWA
1734
Pacific Excel Wealth Advisors
California
$226K
PBC
1735
Pavion Blue Capital
California
$225K
EAN
1736
Excelsior Advisor Network
Colorado
$223K
SMA
1737
Seven Mile Advisory
New Jersey
$223K
BWP
1738
Barlow Wealth Partners
Kentucky
$223K
5NPW
1739
55 North Private Wealth
Florida
$223K
RFN
1740
RDA Financial Network
Iowa
$223K
KIM
1741
Kestra Investment Management
Texas
$221K
CFG
1742
Cooper Financial Group
California
$220K
HNWA
1743
Henrickson Nauta Wealth Advisors
Michigan
$220K
BTWM
1744
Baker Tilly Wealth Management
Wisconsin
$220K
RCWM
1745
Royal Capital Wealth Management
Indiana
$220K
GPFA
1746
Game Plan Financial Advisors
Ohio
$220K
CAM
1747
Clark Asset Management
New Hampshire
$219K
BG
1748
Bahl & Gaynor
Ohio
$219K
EIM
1749
Ervin Investment Management
Washington
$218K
MGAM
1750
McGowan Group Asset Management
Texas
$218K