CB icon

Chubb
CB

Overview Fund Activity

1,890 hedge funds and large institutions have $107B invested in Chubb in 2025 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 693 increasing their positions, 746 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,890
Holders Change
+13
Holders Change %
+0.69%
% of All Funds
25.67%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
0.68%
New
175
Increased
693
Reduced
746
Closed
126
Calls
$517M
Puts
$373M
Net Calls
+$144M
Net Calls Change
+$143M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.5B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$589M
3
SG Americas Securities
SG Americas Securities
New York
+$190M
4
Capital World Investors
Capital World Investors
California
+$134M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$123M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$553M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$430M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$412M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$294M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
1751
Cherry Tree Wealth Management
Minnesota
$35.9K +$13K +43 +57%
CWM
1752
CarsonAllaria Wealth Management
Illinois
$35.8K – – –
Optiver Holding
1753
Optiver Holding
Netherlands
$35.6K +$35.6K +118 New
CA
1754
Crewe Advisors
Utah
$34.7K +$1.51K +5 +5%
VWA
1755
Valued Wealth Advisors
Utah
$34.6K +$3.64K +12 +12%
NC
1756
NewSquare Capital
Pennsylvania
$34.1K +$31.1K +103 +1,030%
WSCM
1757
Wellington Shields Capital Management
New York
$33.8K – – –
GEA
1758
Glen Eagle Advisors
New Jersey
$33.7K +$301 +1 +0.9%
WA
1759
WPG Advisers
Maryland
$33.2K -$5.74K -19 -15%
AWM
1760
Atticus Wealth Management
Florida
$33.2K – – –
GFPC
1761
Global Financial Private Client
Florida
$32.9K -$8.15K -27 -20%
MIM
1762
Meridiem Investment Management
United Kingdom
$32.6K – – –
RMP
1763
Richards, Merrill & Peterson
Washington
$31.7K -$1.81K -6 -5%
CWM
1764
Crowley Wealth Management
Delaware
$31.7K – – –
IAS
1765
IMA Advisory Services
Colorado
$30.9K +$30.9K +102 New
SO
1766
Sierra Ocean
California
$30.9K -$605 -2 -2%
PPWM
1767
PFG Private Wealth Management
Florida
$30.2K +$14.2K +47 +89%
FMTCOCP
1768
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$30K – – –
LWANC
1769
Laurel Wealth Advisors (North Carolina)
North Carolina
$29.9K – – –
KA
1770
Kozak & Associates
Colorado
$28.8K – – –
FP
1771
Financial Perspectives
Minnesota
$28.4K – – –
CAL
1772
Capital Advisors Ltd
Ohio
$27K +$900 +3 +3%
NC
1773
North Capital
Utah
$26.3K +$26.3K +87 New
AWM
1774
Abound Wealth Management
Tennessee
$26K -$5.14K -17 -17%
WPA
1775
West Paces Advisors
Georgia
$25.7K -$8.46K -28 -25%
69 70
71
72 73