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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
KG
1951
Kilter Group
New York
$37.2K +$11.2K +35 +44%
CTWM
1952
Cherry Tree Wealth Management
Minnesota
$36.5K
SWA
1953
SOA Wealth Advisors
New York
$36.5K
FP
1954
Financial Perspectives
Minnesota
$35.5K
VWA
1955
Valued Wealth Advisors
Utah
$35.4K +$1.28K +4 +4%
MIM
1956
Meridiem Investment Management
United Kingdom
$35.2K
NEWAS
1957
N.E.W. Advisory Services
Wisconsin
$35.1K -$34.3K -107 -50%
GEA
1958
Glen Eagle Advisors
New Jersey
$34K
AFC
1959
Ares Financial Consulting
California
$34K
VR
1960
Vision Retirement
New Jersey
$33.9K +$1.28K +4 +4%
KFP
1961
Kerr Financial Planning
California
$33.9K -$642 -2 -2%
FMTCOCP
1962
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33K
KA
1963
Kozak & Associates
Colorado
$33K
TLFA
1964
True Link Financial Advisors
California
$32.9K +$32.4K +101 New
PIP
1965
Philadelphia Investment Partners
New Jersey
$32.6K +$32.1K +100 New
FNWA
1966
Financial Network Wealth Advisors
Utah
$31.9K +$7.7K +24 +32%
JGCM
1967
Joseph Group Capital Management
Ohio
$31.9K +$16.7K +52 +113%
PMFA
1968
Plante Moran Financial Advisors
Michigan
$31.6K +$6.42K +20 +26%
PL
1969
Protective Life
Alabama
$31.6K +$31.1K +97 New
AT
1970
Arlington Trust
Alabama
$31.3K +$30.8K +96 New
NWM
1971
Nova Wealth Management
Florida
$31K +$2.57K +8 +9%
WG
1972
Wellington Group
Indiana
$30K -$13.8K -43 -32%
CB
1973
Centennial Bank
Arkansas
$30K
CMA
1974
Cedar Mountain Advisors
Oregon
$29.7K -$321 -1 -1%
MWA
1975
Merkkuri Wealth Advisors
New York
$28.7K +$28.2K +88 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.