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2,102 hedge funds and large institutions have $114B invested in Chubb in 2026 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 790 increasing their positions, 788 reducing their positions, and 98 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:

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
2,102
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
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
CTWM
1951
Cherry Tree Wealth Management
Minnesota
$36.5K
SWA
1952
SOA Wealth Advisors
New York
$36.5K
FP
1953
Financial Perspectives
Minnesota
$35.5K
VWA
1954
Valued Wealth Advisors
Utah
$35.4K
MIM
1955
Meridiem Investment Management
United Kingdom
$35.2K
NEWAS
1956
N.E.W. Advisory Services
Wisconsin
$35.1K
GEA
1957
Glen Eagle Advisors
New Jersey
$34K
AFC
1958
Ares Financial Consulting
California
$34K
VR
1959
Vision Retirement
New Jersey
$33.9K
KFP
1960
Kerr Financial Planning
California
$33.9K
FMTCOCP
1961
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33K
KA
1962
Kozak & Associates
Colorado
$33K
TLFA
1963
True Link Financial Advisors
California
$32.9K
PIP
1964
Philadelphia Investment Partners
New Jersey
$32.6K
FNWA
1965
Financial Network Wealth Advisors
Utah
$31.9K
JGCM
1966
Joseph Group Capital Management
Ohio
$31.9K
PMFA
1967
Plante Moran Financial Advisors
Michigan
$31.6K
PL
1968
Protective Life
Alabama
$31.6K
AT
1969
Arlington Trust
Alabama
$31.3K
NWM
1970
Nova Wealth Management
Florida
$31K
WG
1971
Wellington Group
Indiana
$30K
CB
1972
Centennial Bank
Arkansas
$30K
CMA
1973
Cedar Mountain Advisors
Oregon
$29.7K
MWA
1974
Merkkuri Wealth Advisors
New York
$28.7K
FC
1975
Financial Consulate
Maryland
$27.7K