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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
PEWA
1751
Pacific Excel Wealth Advisors
California
$226K +$222K +692 New
PBC
1752
Pavion Blue Capital
California
$225K
EAN
1753
Excelsior Advisor Network
Colorado
$223K
SMA
1754
Seven Mile Advisory
New Jersey
$223K -$75.1K -234 -25%
BWP
1755
Barlow Wealth Partners
Kentucky
$223K
5NPW
1756
55 North Private Wealth
Florida
$223K -$642 -2 -0.3%
RFN
1757
RDA Financial Network
Iowa
$223K -$2.57K -8 -1%
KIM
1758
Kestra Investment Management
Texas
$221K +$218K +678 New
CFG
1759
Cooper Financial Group
California
$220K +$217K +676 New
HNWA
1760
Henrickson Nauta Wealth Advisors
Michigan
$220K -$105K -326 -33%
BTWM
1761
Baker Tilly Wealth Management
Wisconsin
$220K -$321 -1 -0.1%
RCWM
1762
Royal Capital Wealth Management
Indiana
$220K
GPFA
1763
Game Plan Financial Advisors
Ohio
$220K +$216K +674 New
CAM
1764
Clark Asset Management
New Hampshire
$219K +$216K +673 New
BG
1765
Bahl & Gaynor
Ohio
$219K +$215K +671 New
EIM
1766
Ervin Investment Management
Washington
$218K +$215K +670 New
MGAM
1767
McGowan Group Asset Management
Texas
$218K
BDL
1768
Bey-Douglas LLC
Georgia
$218K +$215K +669 New
QPWM
1769
Quadrant Private Wealth Management
Pennsylvania
$218K +$214K +666 New
DAM
1770
Delta Asset Management
Tennessee
$217K
CSW
1771
Cogent Strategic Wealth
Illinois
$217K -$642 -2 -0.3%
DIA
1772
Davidson Investment Advisors
Montana
$217K +$213K +665 New
BIG
1773
Brookwood Investment Group
Arizona
$216K -$361K -1,125 -63%
MF
1774
Meridian Financial
Massachusetts
$215K
COCM
1775
Charter Oak Capital Management
New Hampshire
$215K

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.