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2,114 hedge funds and large institutions have $114B invested in Chubb in 2026 Q1 according to their latest regulatory filings, with 195 funds opening new positions, 794 increasing their positions, 790 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 98

90% more call options, than puts

Call options by funds: $551M | Put options by funds: $291M

3% more funds holding

Funds holding: 2,0512,114 (+63)

2% more funds holding in top 10

Funds holding in top 10: 4445 (+1)

3% more capital invested

Capital invested by funds: $111B → $114B (+$3.85B)

1% more repeat investments, than reductions

Existing positions increased: 794 | Existing positions reduced: 790

0.09% less ownership

Funds ownership: 90.11%90.02% (-0.09%)

Holders
2,114
Holders Change
+63
Holders Change %
+3.07%
% of All Funds
25.87%
Holding in Top 10
45
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.27%
% of All Funds
0.55%
New
195
Increased
794
Reduced
790
Closed
98
Calls
$551M
Puts
$291M
Net Calls
+$260M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1926
Elevation Wealth Partners
California
$54.8K
SA
1927
Scarborough Advisors
Maryland
$54.4K
BWL
1928
Bogart Wealth LLC
Virginia
$53.8K +$5.45K +17 +11%
AFG
1929
Albion Financial Group
Utah
$53.5K -$4.81K -15 -8%
OAJ
1930
Ogorek Anthony Joseph
New York
$53K
HCM
1931
Hollencrest Capital Management
California
$52.8K +$35.3K +110 +212%
SWM
1932
SHP Wealth Management
Massachusetts
$52.2K +$33.4K +104 +186%
FLP
1933
Financial Life Planners
Arizona
$51.5K +$50.7K +158 New
KFI
1934
Key Financial Inc
Pennsylvania
$49.2K
SWIM
1935
Smallwood Wealth Investment Management
New Jersey
$48.9K
CHC
1936
City Holding Co
West Virginia
$48.9K -$6.1K -19 -11%
AA
1937
Addison Advisors
Vermont
$47.3K
AIM
1938
Access Investment Management
Georgia
$46.3K
IRC
1939
Investors Research Corp
Georgia
$46.3K -$49.7K -155 -52%
KAS
1940
Kemnay Advisory Services
New York
$45.6K -$22.5K -70 -33%
GCM
1941
Gables Capital Management
Florida
$45.6K
SVWA
1942
Sarver Vrooman Wealth Advisors
Missouri
$45.6K +$4.17K +13 +10%
FUBT
1943
First United Bank & Trust
Maryland
$45.3K
1M
1944
1248 Management
Missouri
$44.8K
TCM
1945
Tradewinds Capital Management
Washington
$44K
JFA
1946
JNBA Financial Advisors
Minnesota
$42.7K -$12.2K -38 -22%
AP
1947
Atwood & Palmer
Missouri
$42.4K
GA
1948
GoalVest Advisory
New York
$42K
TGY2IT
1949
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$42K +$41.4K +129 New
AIC
1950
Archer Investment Corporation
Indiana
$41.3K +$321 +1 +0.8%

CB Hedge Fund Activity: Q1 2026 in Review

2,114 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2026, worth a combined $114B — up 3.5% from $111B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new CB positions and 98 closed out — a net gain of 97 holders — while 794 added to existing stakes and 790 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.

  • 2,114 institutional investors held Chubb (CB) as of Q1 2026, up from 2,051 in Q4 2025.
  • Funds reported $114B of Chubb stock for Q1 2026, up 3.5% quarter-over-quarter.
  • 195 funds opened new Chubb positions in Q1 2026 and 98 closed out, a net change of +97 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.