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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
T
1826
Transce3nd
Texas
$14.2K
RF
1827
Rossby Financial
Florida
$14K +$13.9K +50 New
CWM
1828
Copia Wealth Management
Oregon
$13.6K
SIS
1829
Sound Income Strategies
Florida
$13.4K +$2.5K +9 +26%
FFA
1830
Frazier Financial Advisors
Ohio
$12.4K
RTL
1831
Red Tortoise LLC
Georgia
$11.8K
AF
1832
Atala Financial
California
$11.5K
UIA
1833
Ulland Investment Advisors
Minnesota
$11K
HCA
1834
Harbor Capital Advisors
Illinois
$11K +$278 +1 +3%
CMA
1835
Cedar Mountain Advisors
Oregon
$10.9K
FNWA
1836
Financial Network Wealth Advisors
Utah
$10.9K +$5.56K +20 +125%
HFS
1837
Hughes Financial Services
Virginia
$10.8K +$10K +36 New
Kayne Anderson Rudnick Investment Management
1838
Kayne Anderson Rudnick Investment Management
California
$10.6K -$24.7K -89 -72%
DIP
1839
DT Investment Partners
Pennsylvania
$10.6K
HIW
1840
Holos Integrated Wealth
Pennsylvania
$10.3K
CW
1841
Curio Wealth
Maryland
$10.2K +$278 +1 New
DF
1842
Dunhill Financial
United Kingdom
$10.2K -$5.83K -21 -38%
KFP
1843
Keener Financial Planning
Texas
$10K
HFS
1844
Hopwood Financial Services
Virginia
$9.97K
CWM
1845
Cranbrook Wealth Management
Michigan
$9.66K +$8.89K +32 New
PWMG
1846
Private Wealth Management Group
New Jersey
$9.06K -$71.1K -256 -90%
NWMP
1847
Noble Wealth Management PBC
Colorado
$9.06K -$3.06K -11 -27%
CMP
1848
Coston McIsaac & Partners
Maine
$9K +$8.34K +30 New
MWM
1849
Mascoma Wealth Management
New Hampshire
$8.76K -$11.1K -40 -58%
RWA
1850
Redmont Wealth Advisors
Illinois
$8.46K +$7.78K +28 New

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.