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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
JWM
1901
JPL Wealth Management
Colorado
$63.6K +$62.6K +195 New
CT
1902
Caldwell Trust
Florida
$63.2K
CPG
1903
Cornerstone Planning Group
New Jersey
$62.6K +$24.7K +77 +65%
TF
1904
Tompkins Financial
New York
$61.6K -$1.6K -5 -3%
CYG
1905
Clean Yield Group
Vermont
$60.9K
HWA
1906
HHM Wealth Advisors
Tennessee
$59.5K +$5.13K +16 +10%
ETS
1907
ESL Trust Services
New York
$58.7K
QL
1908
Quarry LP
New York
$58.7K +$49.4K +154 +592%
CCWM
1909
Cassaday & Co Wealth Management
Virginia
$57.8K +$56.8K +177 New
IW
1910
Imprint Wealth
South Carolina
$57.4K
S
1911
Sachetta
Massachusetts
$56.7K +$1.93K +6 +4%
LWM
1912
Lodestone Wealth Management
Washington
$56K
TC
1913
Truvestments Capital
Florida
$55.9K -$1.28K -4 -2%
TFM
1914
TFC Financial Management
Massachusetts
$55.4K -$4.17K -13 -7%
MAM
1915
Marquette Asset Management
Minnesota
$55.4K +$9.95K +31 +22%
C
1916
Covestor
United Kingdom
$55K -$116K -363 -68%
MSWA
1917
Marshall & Sterling Wealth Advisors
New York
$54.9K
EWP
1918
Elevation Wealth Partners
California
$54.8K
SA
1919
Scarborough Advisors
Maryland
$54.4K
BWL
1920
Bogart Wealth LLC
Virginia
$53.8K +$5.45K +17 +11%
AFG
1921
Albion Financial Group
Utah
$53.5K -$4.81K -15 -8%
OAJ
1922
Ogorek Anthony Joseph
New York
$53K
HCM
1923
Hollencrest Capital Management
California
$52.8K +$35.3K +110 +212%
SWM
1924
SHP Wealth Management
Massachusetts
$52.2K +$33.4K +104 +186%
FLP
1925
Financial Life Planners
Arizona
$51.5K +$50.7K +158 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.