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
EI
1926
EFG International
$37.5K
HPBT
1927
Hickory Point Bank & Trust
Illinois
$37.5K
KG
1928
Kilter Group
New York
$37.2K
CTWM
1929
Cherry Tree Wealth Management
Minnesota
$36.5K
SWA
1930
SOA Wealth Advisors
New York
$36.5K
FP
1931
Financial Perspectives
Minnesota
$35.5K
VWA
1932
Valued Wealth Advisors
Utah
$35.4K
MIM
1933
Meridiem Investment Management
United Kingdom
$35.2K
NEWAS
1934
N.E.W. Advisory Services
Wisconsin
$35.1K
GEA
1935
Glen Eagle Advisors
New Jersey
$34K
AFC
1936
Ares Financial Consulting
California
$34K
VR
1937
Vision Retirement
New Jersey
$33.9K
KFP
1938
Kerr Financial Planning
California
$33.9K
FMTCOCP
1939
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33K
KA
1940
Kozak & Associates
Colorado
$33K
TLFA
1941
True Link Financial Advisors
California
$32.9K
PIP
1942
Philadelphia Investment Partners
New Jersey
$32.6K
FNWA
1943
Financial Network Wealth Advisors
Utah
$31.9K
JGCM
1944
Joseph Group Capital Management
Ohio
$31.9K
PMFA
1945
Plante Moran Financial Advisors
Michigan
$31.6K
PL
1946
Protective Life
Alabama
$31.6K
AT
1947
Arlington Trust
Alabama
$31.3K
NWM
1948
Nova Wealth Management
Florida
$31K
CB
1949
Centennial Bank
Arkansas
$30K
CMA
1950
Cedar Mountain Advisors
Oregon
$29.7K