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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
HCA
2001
Harbor Capital Advisors
Illinois
$22K -$5.78K -18 -21%
BDPWM
2002
Barnes Dennig Private Wealth Management
Ohio
$21.8K
CFG
2003
Clayton Financial Group
Missouri
$21.2K
TFA
2004
Toth Financial Advisory
Virginia
$21.2K
TFGT
2005
TS Financial Group (TSFG)
Illinois
$21K
PSFG
2006
Park Square Financial Group
Georgia
$20.5K -$30.5K -95 -60%
RWM
2007
Raffa Wealth Management
District of Columbia
$20.2K +$642 +2 +3%
TWM
2008
Tripletail Wealth Management
Florida
$19.7K -$32.1K -100 -63%
CFSG
2009
Community Financial Services Group
Vermont
$19.6K +$19.3K +60 New
SSG
2010
Summit Securities Group
New York
$19.6K -$217K -677 -92%
IWM
2011
IMG Wealth Management
Florida
$19.2K -$2.57K -8 -12%
BH
2012
Burk Holdings
Oklahoma
$19.2K +$18.9K +59 New
WBC
2013
West Branch Capital
Massachusetts
$18.9K
CFM
2014
Cornerstone Financial Management
Massachusetts
$18.6K +$1.93K +6 +12%
AEPWM
2015
Atlantic Edge Private Wealth Management
Florida
$18.3K
BFS
2016
Bare Financial Services
Pennsylvania
$18.3K +$2.57K +8 +17%
EIP
2017
Essential Investment Partners
Colorado
$18.3K
NWM
2018
Navigoe Wealth Management
California
$18K
BFPW
2019
BOK Financial Private Wealth
Colorado
$17.3K -$321 -1 -2%
HNW
2020
High Note Wealth
Minnesota
$17.3K +$963 +3 +6%
AW
2021
Ankerstar Wealth
Texas
$16.3K
RDFA
2022
Ritter Daniher Financial Advisory
Ohio
$16.3K
MPW
2023
MASECO Private Wealth
$16.3K -$51.7K -161 -76%
EFMH
2024
E Fund Management (HK)
Hong Kong
$16K +$14.8K +46 +1,533%
CWM
2025
Copia Wealth Management
Oregon
$14.7K

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.