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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
HCM
1751
Hollencrest Capital Management
California
$45.9K
QL
1752
Quarry LP
New York
$45.6K +$42K +151 New
SCB
1753
Saudi Central Bank
Saudi Arabia
$45.6K +$42K +151 New
SWIM
1754
Smallwood Wealth Investment Management
New Jersey
$45.3K +$41.7K +150 New
IFS
1755
Intelligent Financial Strategies
Minnesota
$45.1K
BWL
1756
Bogart Wealth LLC
Virginia
$44.4K +$12.5K +45 +44%
AFG
1757
Albion Financial Group
Utah
$43.5K -$9.72K -35 -20%
WA
1758
Whipplewood Advisors
Colorado
$43.2K -$4.17K -15 -10%
C
1759
Covestor
United Kingdom
$43K +$1.11K +4 +3%
EWP
1760
Elevation Wealth Partners
California
$42.3K
GCM
1761
Gables Capital Management
Florida
$42.3K
1M
1762
1248 Management
Missouri
$41.5K +$38.1K +137 New
CAWM
1763
Capital A Wealth Management
Pennsylvania
$40.5K -$278 -1 -0.7%
SWA
1764
SOA Wealth Advisors
New York
$40.2K
BFPW
1765
BOK Financial Private Wealth
Colorado
$40K -$3.33K -12 -8%
TC
1766
Truvestments Capital
Florida
$39.6K +$2.78K +10 +8%
AP
1767
Atwood & Palmer
Missouri
$39.3K -$20.8K -75 -37%
APW
1768
Atlantic Private Wealth
North Carolina
$37.7K
KB
1769
Kimelman & Baird
New York
$37.7K
GC
1770
Garde Capital
Washington
$37.7K +$34.7K +125 New
BTC
1771
Bank & Trust Company
Illinois
$37.4K
TCM
1772
Tradewinds Capital Management
Washington
$37.1K
CI
1773
Clal Insurance
Israel
$36K +$26.1K +94 +392%
CTWM
1774
Cherry Tree Wealth Management
Minnesota
$35.9K +$11.9K +43 +57%
CWM
1775
CarsonAllaria Wealth Management
Illinois
$35.8K

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.