2,078 hedge funds and large institutions have $114B invested in Chubb in 2026 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 788 increasing their positions, 772 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $111B → $114B (+$3.75B)

2% more repeat investments, than reductions

Existing positions increased: 788 | Existing positions reduced: 772

0.16% less ownership

Funds ownership: 90.01%89.85% (-0.16%)

Holders
2,078
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$551M
Puts
$291M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1901
Hollencrest Capital Management
California
$52.8K
SWM
1902
SHP Wealth Management
Massachusetts
$52.2K
FLP
1903
Financial Life Planners
Arizona
$51.5K
KFI
1904
Key Financial Inc
Pennsylvania
$49.2K
SWIM
1905
Smallwood Wealth Investment Management
New Jersey
$48.9K
CHC
1906
City Holding Co
West Virginia
$48.9K
AA
1907
Addison Advisors
Vermont
$47.3K
IRC
1908
Investors Research Corp
Georgia
$46.3K
KAS
1909
Kemnay Advisory Services
New York
$45.6K
GCM
1910
Gables Capital Management
Florida
$45.6K
SVWA
1911
Sarver Vrooman Wealth Advisors
Missouri
$45.6K
FUBT
1912
First United Bank & Trust
Maryland
$45.3K
1M
1913
1248 Management
Missouri
$44.8K
TCM
1914
Tradewinds Capital Management
Washington
$44K
JFA
1915
JNBA Financial Advisors
Minnesota
$42.7K
AP
1916
Atwood & Palmer
Missouri
$42.4K
GA
1917
GoalVest Advisory
New York
$42K
AIC
1918
Archer Investment Corporation
Indiana
$41.3K
KB
1919
Kimelman & Baird
New York
$40.7K
APW
1920
Atlantic Private Wealth
North Carolina
$40.7K
BTC
1921
Bank & Trust Company
Illinois
$40.4K
IAS
1922
IMA Advisory Services
Colorado
$39.9K
CFD
1923
Creative Financial Designs
Indiana
$39.2K
Loomis, Sayles & Company
1924
Loomis, Sayles & Company
Massachusetts
$39.1K
AW
1925
Avion Wealth
Texas
$39K