We are live on ! Find out more

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
KB
1951
Kimelman & Baird
New York
$40.7K
APW
1952
Atlantic Private Wealth
North Carolina
$40.7K -$642 -2 -2%
BTC
1953
Bank & Trust Company
Illinois
$40.4K
IAS
1954
IMA Advisory Services
Colorado
$39.9K -$321 -1 -0.8%
CFD
1955
Creative Financial Designs
Indiana
$39.2K -$4.17K -13 -10%
Loomis, Sayles & Company
1956
Loomis, Sayles & Company
Massachusetts
$39.1K -$15.1K -47 -28%
AW
1957
Avion Wealth
Texas
$39K +$3.53K +11 +10%
EI
1958
EFG International
$37.5K -$1.19M -3,701 -97%
HPBT
1959
Hickory Point Bank & Trust
Illinois
$37.5K +$36.9K +115 New
KG
1960
Kilter Group
New York
$37.2K +$11.2K +35 +44%
CTWM
1961
Cherry Tree Wealth Management
Minnesota
$36.5K
SWA
1962
SOA Wealth Advisors
New York
$36.5K
FP
1963
Financial Perspectives
Minnesota
$35.5K
VWA
1964
Valued Wealth Advisors
Utah
$35.4K +$1.28K +4 +4%
MIM
1965
Meridiem Investment Management
United Kingdom
$35.2K
NEWAS
1966
N.E.W. Advisory Services
Wisconsin
$35.1K -$34.3K -107 -50%
GEA
1967
Glen Eagle Advisors
New Jersey
$34K
AFC
1968
Ares Financial Consulting
California
$34K
VR
1969
Vision Retirement
New Jersey
$33.9K +$1.28K +4 +4%
KFP
1970
Kerr Financial Planning
California
$33.9K -$642 -2 -2%
FMTCOCP
1971
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33K
KA
1972
Kozak & Associates
Colorado
$33K
TLFA
1973
True Link Financial Advisors
California
$32.9K +$32.4K +101 New
PIP
1974
Philadelphia Investment Partners
New Jersey
$32.6K +$32.1K +100 New
FNWA
1975
Financial Network Wealth Advisors
Utah
$31.9K +$7.7K +24 +32%

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.