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1,916 hedge funds and large institutions have $109B invested in Chubb in 2025 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 706 increasing their positions, 756 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 124

39% more call options, than puts

Call options by funds: $517M | Put options by funds: $373M

19% more funds holding in top 10

Funds holding in top 10: 4250 (+8)

9% more capital invested

Capital invested by funds: $99.4B → $109B (+$9.35B)

1% more funds holding

Funds holding: 1,8971,916 (+19)

0.91% more ownership

Funds ownership: 90.56%91.48% (+0.91%)

7% less repeat investments, than reductions

Existing positions increased: 706 | Existing positions reduced: 756

Holders
1,916
Holders Change
+19
Holders Change %
+1%
% of All Funds
25.69%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
0.67%
New
174
Increased
706
Reduced
756
Closed
124
Calls
$517M
Puts
$373M
Net Calls
+$144M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
IPGDR
2001
Investidor Profissional Gestao de Recursos
Brazil
-$218K -790 Closed
KA
2002
Kovack Advisors
Florida
-$218K -788 Closed
GKWIM
2003
Gerber Kawasaki Wealth & Investment Management
California
-$210K -759 Closed
OWA
2004
One Wealth Advisors
California
-$200K -725 Closed
SOS
2005
Silver Oak Securities
Tennessee
-$170K -616 Closed
CBT
2006
CoreFirst Bank & Trust
Kansas
-$166K -599 Closed
AIP
2007
Arrowpoint Investment Partners
Singapore
-$130K -470 Closed
WWA
2008
Wingate Wealth Advisors
Massachusetts
-$89.8K -325 Closed
KIM
2009
Kestra Investment Management
Texas
-$88.2K -319 Closed
BCM
2010
Berbice Capital Management
New York
-$82.9K -300 Closed
LDB
2011
Lee, Danner & Bass
Tennessee
-$68.8K -249 Closed
CFGS
2012
Concourse Financial Group Securities
Alabama
-$50.4K -188 Closed
UOTTAIMCU
2013
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$45.3K -164 Closed
FLP
2014
Financial Life Planners
Arizona
-$42.7K -154 Closed
CP
2015
Castleview Partners
Texas
-$39.5K -145 Closed
MCM
2016
Mainstream Capital Management
California
-$37K -134 Closed
OC
2017
Oarsman Capital
Wisconsin
-$37K -134 Closed
HI
2018
Human Investing
Oregon
-$36.5K -132 Closed
EBA
2019
Eagle Bay Advisors
New York
-$33.8K -122 Closed
PFA
2020
Pathway Financial Advisers
Indiana
-$27.5K -100 Closed
AS
2021
Altshuler Shaham
Israel
-$21K -76 Closed
FA
2022
Fedenia Advisers
Wisconsin
-$19.1K -69 Closed
MFG
2023
Mendota Financial Group
Wisconsin
-$18K -65 Closed
LFA
2024
Legend Financial Advisors
Pennsylvania
-$17.4K -63 Closed
Acadian Asset Management
2025
Acadian Asset Management
Massachusetts
-$13K -50 Closed

CB Hedge Fund Activity: Q1 2025 in Review

1,916 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2025, worth a combined $109B — up 9.4% from $99.4B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new CB positions and 124 closed out — a net gain of 50 holders — while 706 added to existing stakes and 756 trimmed.

The largest buyer was GQG Partners, adding an estimated $1.38B. The largest seller was T. Rowe Price Associates, cutting an estimated $509M.

  • 1,916 institutional investors held Chubb (CB) as of Q1 2025, up from 1,897 in Q4 2024.
  • Funds reported $109B of Chubb stock for Q1 2025, up 9.4% quarter-over-quarter.
  • 174 funds opened new Chubb positions in Q1 2025 and 124 closed out, a net change of +50 holders.
  • The largest Chubb buyer in Q1 2025 was GQG Partners, an estimated $1.38B added.
  • The largest Chubb seller in Q1 2025 was T. Rowe Price Associates, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2025.