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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
GWSA
1876
Global Wealth Strategies & Associates
Colorado
$4.23K +$1.39K +5 +56%
M
1877
MOTCO
Texas
$4.23K +$1.67K +6 +75%
CAM
1878
Chesapeake Asset Management
New York
$4.23K -$11.1K -40 -74%
SFA
1879
Semmax Financial Advisors
North Carolina
$4.06K +$3.89K +14 New
RBC
1880
Roble Belko & Company
Pennsylvania
$4K +$3.61K +13 New
PWA
1881
Principia Wealth Advisory
Texas
$3.98K +$834 +3 +27%
HWP
1882
Highline Wealth Partners
California
$3.93K +$278 +1 +8%
BFS
1883
Burkett Financial Services
South Carolina
$3.62K
KWM
1884
Kiker Wealth Management
Georgia
$3.62K +$3.33K +12 New
BCM
1885
Blume Capital Management
California
$3.32K -$108K -389 -97%
AWM
1886
Activest Wealth Management
Florida
$3.32K +$3.06K +11 New
ATC
1887
Adirondack Trust Company
New York
$3.32K
SC
1888
Stephens Consulting
Michigan
$3.02K -$1.67K -6 -38%
BIM
1889
Breakwater Investment Management
Washington
$3.02K
RP
1890
Raelipskie Partnership
Ontario, Canada
$3.02K
LWMI
1891
Legacy Wealth Management (Idaho)
Idaho
$2.72K
RAM
1892
Riggs Asset Management
Pennsylvania
$2.72K
PMFA
1893
Plante Moran Financial Advisors
Michigan
$2.42K
BFS
1894
Bare Financial Services
Pennsylvania
$2.42K +$2.22K +8 New
MAFA
1895
MJT & Associates Financial Advisory
Minnesota
$2.42K +$2.22K +8 New
BHWM
1896
Bay Harbor Wealth Management
Maryland
$2.12K +$1.95K +7 New
RCM
1897
Raleigh Capital Management
North Carolina
$2.11K -$48.9K -176 -96%
W
1898
WealthCollab
Washington
$2.11K
CIAS
1899
CBIZ Investment Advisory Services
Ohio
$1.82K +$1.67K +6 New
NRWA
1900
North Ridge Wealth Advisors
Oregon
$1.81K

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.