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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 %
GWSA
1851
Global Wealth Strategies & Associates
Colorado
$4.23K +$1.51K +5 +56%
M
1852
MOTCO
Texas
$4.23K +$1.81K +6 +75%
SFA
1853
Semmax Financial Advisors
North Carolina
$4.06K +$4.06K +14 New
RBC
1854
Roble Belko & Company
Pennsylvania
$4K +$4K +13 New
PWA
1855
Principia Wealth Advisory
Texas
$3.99K +$854 +3 +27%
HWP
1856
Highline Wealth Partners
California
$3.93K +$302 +1 +8%
BFS
1857
Burkett Financial Services
South Carolina
$3.62K – – –
KWM
1858
Kiker Wealth Management
Georgia
$3.62K +$3.62K +12 New
BCM
1859
Blume Capital Management
California
$3.32K -$117K -389 -97%
AWM
1860
Activest Wealth Management
Florida
$3.32K +$3.32K +11 New
ATC
1861
Adirondack Trust Company
New York
$3.32K – – –
SC
1862
Stephens Consulting
Michigan
$3.02K -$1.81K -6 -38%
RP
1863
Raelipskie Partnership
Ontario, Canada
$3.02K – – –
BIM
1864
Breakwater Investment Management
Washington
$3.02K – – –
RAM
1865
Riggs Asset Management
Pennsylvania
$2.72K – – –
LWMI
1866
Legacy Wealth Management (Idaho)
Idaho
$2.72K – – –
PMFA
1867
Plante Moran Financial Advisors
Michigan
$2.42K – – –
MAFA
1868
MJT & Associates Financial Advisory
Minnesota
$2.42K +$2.42K +8 New
BFS
1869
Bare Financial Services
Pennsylvania
$2.42K +$2.42K +8 New
BHWM
1870
Bay Harbor Wealth Management
Maryland
$2.12K +$2.12K +7 New
RCM
1871
Raleigh Capital Management
North Carolina
$2.11K -$53.2K -176 -96%
W
1872
WealthCollab
Washington
$2.11K – – –
CIAS
1873
CBIZ Investment Advisory Services
Ohio
$1.82K +$1.82K +6 New
NRWA
1874
North Ridge Wealth Advisors
Oregon
$1.81K – – –
SWC
1875
Spectrum Wealth Counsel
Indiana
$1.51K – – –
73 74
75
76 77