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
SSG
1976
Summit Securities Group
New York
$19.6K
IWM
1977
IMG Wealth Management
Florida
$19.2K
BH
1978
Burk Holdings
Oklahoma
$19.2K
WBC
1979
West Branch Capital
Massachusetts
$18.9K
CFM
1980
Cornerstone Financial Management
Massachusetts
$18.6K
AEPWM
1981
Atlantic Edge Private Wealth Management
Florida
$18.3K
BFS
1982
Bare Financial Services
Pennsylvania
$18.3K
NWM
1983
Navigoe Wealth Management
California
$18K
BFPW
1984
BOK Financial Private Wealth
Colorado
$17.3K
HNW
1985
High Note Wealth
Minnesota
$17.3K
AW
1986
Ankerstar Wealth
Texas
$16.3K
RDFA
1987
Ritter Daniher Financial Advisory
Ohio
$16.3K
MPW
1988
MASECO Private Wealth
$16.3K
EFMH
1989
E Fund Management (HK)
Hong Kong
$16K
CWM
1990
Copia Wealth Management
Oregon
$14.7K
CTA
1991
Colonial Trust Advisors
South Carolina
$14.3K
NF
1992
Napier Financial
Massachusetts
$14.3K
Kayne Anderson Rudnick Investment Management
1993
Kayne Anderson Rudnick Investment Management
California
$14K
DF
1994
Dunhill Financial
United Kingdom
$13.3K
BHWM
1995
Bay Harbor Wealth Management
Maryland
$12.7K
RTL
1996
Red Tortoise LLC
Georgia
$12.7K
CW
1997
Curio Wealth
Maryland
$12.7K
CI
1998
Clal Insurance
Israel
$12K
PWMG
1999
Private Wealth Management Group
New Jersey
$12K
AP
2000
Aspect Partners
Virginia
$11.7K