2,092 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, 789 increasing their positions, 781 reducing their positions, and 99 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)

1% more repeat investments, than reductions

Existing positions increased: 789 | Existing positions reduced: 781

0.02% less ownership

Funds ownership: 90.01%89.99% (-0.02%)

Holders
2,092
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
RDFA
2001
Ritter Daniher Financial Advisory
Ohio
$16.3K
MPW
2002
MASECO Private Wealth
$16.3K
EFMH
2003
E Fund Management (HK)
Hong Kong
$16K
CWM
2004
Copia Wealth Management
Oregon
$14.7K
CTA
2005
Colonial Trust Advisors
South Carolina
$14.3K
NF
2006
Napier Financial
Massachusetts
$14.3K
Kayne Anderson Rudnick Investment Management
2007
Kayne Anderson Rudnick Investment Management
California
$14K
DF
2008
Dunhill Financial
United Kingdom
$13.3K
BHWM
2009
Bay Harbor Wealth Management
Maryland
$12.7K
RTL
2010
Red Tortoise LLC
Georgia
$12.7K
CW
2011
Curio Wealth
Maryland
$12.7K
CI
2012
Clal Insurance
Israel
$12K
PWMG
2013
Private Wealth Management Group
New Jersey
$12K
AP
2014
Aspect Partners
Virginia
$11.7K
LWMI
2015
Legacy Wealth Management (Idaho)
Idaho
$11.7K
DIP
2016
DT Investment Partners
Pennsylvania
$11.4K
DWM
2017
Dogwood Wealth Management
Kansas
$11.4K
HIW
2018
Holos Integrated Wealth
Pennsylvania
$11.1K
MWM
2019
Mascoma Wealth Management
New Hampshire
$11.1K
MIM
2020
Marshall Investment Management
Colorado
$11.1K
UIA
2021
Ulland Investment Advisors
Minnesota
$11K
Walleye Capital
2022
Walleye Capital
New York
$10.4K
CWM
2023
Cranbrook Wealth Management
Michigan
$10.4K
SIM
2024
Synergy Investment Management
Florida
$10.4K
PCM
2025
Penserra Capital Management
California
$10K