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
BDL
1751
Bey-Douglas LLC
Georgia
$218K
QPWM
1752
Quadrant Private Wealth Management
Pennsylvania
$218K
DAM
1753
Delta Asset Management
Tennessee
$217K
CSW
1754
Cogent Strategic Wealth
Illinois
$217K
DIA
1755
Davidson Investment Advisors
Montana
$217K
BIG
1756
Brookwood Investment Group
Arizona
$216K
MF
1757
Meridian Financial
Massachusetts
$215K
COCM
1758
Charter Oak Capital Management
New Hampshire
$215K
RWM
1759
Rockline Wealth Management
New York
$214K
CRA
1760
Clear Retirement Advice
California
$214K
BFG
1761
Beto Financial Group
Idaho
$213K
KLI
1762
Kelman-Lazarov Inc
Tennessee
$213K
BIA
1763
Bigelow Investment Advisors
Maine
$212K
NAM
1764
NTV Asset Management
West Virginia
$212K
TC
1765
Trust Company
Kansas
$212K
SRC
1766
Sage Rhino Capital
California
$211K
FOA
1767
Five Oceans Advisors
California
$211K
HWA
1768
HighRoad Wealth Advisors
Oregon
$211K
SC
1769
Schulhoff & Co
Ohio
$211K
IPW
1770
Intergy Private Wealth
Colorado
$211K
CWM
1771
Circle Wealth Management
New Jersey
$210K
NFP
1772
Narus Financial Partners
Utah
$210K
TA
1773
Tactive Advisors
Florida
$210K
MHWM
1774
Montz Harcus Wealth Management
Louisiana
$210K
EW
1775
Elyxium Wealth
California
$209K