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 %
NWM
1801
Navigoe Wealth Management
California
$15K – – –
TWD
1802
True Wealth Design
Ohio
$14.5K +$6.04K +20 +71%
T
1803
Transce3nd
Texas
$14.2K – – –
RF
1804
Rossby Financial
Florida
$14K +$14K +50 New
CWM
1805
Copia Wealth Management
Oregon
$13.6K – – –
SIS
1806
Sound Income Strategies
Florida
$13.4K +$2.74K +9 +26%
FFA
1807
Frazier Financial Advisors
Ohio
$12.4K – – –
RTL
1808
Red Tortoise LLC
Georgia
$11.8K – – –
AF
1809
Atala Financial
California
$11.5K – – –
UIA
1810
Ulland Investment Advisors
Minnesota
$11K – – –
HCA
1811
Harbor Capital Advisors
Illinois
$11K +$289 +1 +3%
CMA
1812
Cedar Mountain Advisors
Oregon
$10.9K – – –
FNWA
1813
Financial Network Wealth Advisors
Utah
$10.9K +$6.04K +20 +125%
HFS
1814
Hughes Financial Services
Virginia
$10.9K +$10.9K +36 New
Kayne Anderson Rudnick Investment Management
1815
Kayne Anderson Rudnick Investment Management
California
$10.6K -$26.9K -89 -72%
DIP
1816
DT Investment Partners
Pennsylvania
$10.6K – – –
HIW
1817
Holos Integrated Wealth
Pennsylvania
$10.3K – – –
CW
1818
Curio Wealth
Maryland
$10.2K +$10.2K +1 New
DF
1819
Dunhill Financial
United Kingdom
$10.2K -$6.31K -21 -38%
KFP
1820
Keener Financial Planning
Texas
$10K – – –
HFS
1821
Hopwood Financial Services
Virginia
$9.97K – – –
CWM
1822
Cranbrook Wealth Management
Michigan
$9.66K +$9.66K +32 New
PWMG
1823
Private Wealth Management Group
New Jersey
$9.06K -$77.3K -256 -90%
NWMP
1824
Noble Wealth Management PBC
Colorado
$9.06K -$3.32K -11 -27%
CMP
1825
Coston McIsaac & Partners
Maine
$9K +$9K +30 New
71 72
73
74 75