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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
RWM
1776
Rockline Wealth Management
New York
$214K
CRA
1777
Clear Retirement Advice
California
$214K
BFG
1778
Beto Financial Group
Idaho
$213K +$1.6K +5 +0.8%
KLI
1779
Kelman-Lazarov Inc
Tennessee
$213K +$210K +653 New
BIA
1780
Bigelow Investment Advisors
Maine
$212K
NAM
1781
NTV Asset Management
West Virginia
$212K
TC
1782
Trust Company
Kansas
$212K
SRC
1783
Sage Rhino Capital
California
$211K
FOA
1784
Five Oceans Advisors
California
$211K +$321 +1 +0.2%
HWA
1785
HighRoad Wealth Advisors
Oregon
$211K +$208K +647 New
SC
1786
Schulhoff & Co
Ohio
$211K
IPW
1787
Intergy Private Wealth
Colorado
$211K -$17K -53 -8%
CWM
1788
Circle Wealth Management
New Jersey
$210K
NFP
1789
Narus Financial Partners
Utah
$210K +$207K +645 New
TA
1790
Tactive Advisors
Florida
$210K -$13.8K -43 -6%
MHWM
1791
Montz Harcus Wealth Management
Louisiana
$210K +$642 +2 +0.3%
EW
1792
Elyxium Wealth
California
$209K +$8.34K +26 +4%
IFS
1793
Ifrah Financial Services
Arkansas
$209K -$6.74K -21 -3%
GHA
1794
Granite Harbor Advisors
Texas
$209K +$205K +640 New
FC
1795
FORA Capital
Florida
$209K -$1.8M -5,621 -90%
PWM
1796
Pines Wealth Management
North Carolina
$208K +$205K +638 New
TWM
1797
Tradition Wealth Management
Minnesota
$208K +$205K +638 New
WDA
1798
Wendell David Associates
New Hampshire
$207K +$203K +634 New
WSWA
1799
Warren Street Wealth Advisors
California
$207K +$203K +634 New
GHAM
1800
Gilman Hill Asset Management
Connecticut
$206K +$203K +633 New

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.