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
LWMI
2001
Legacy Wealth Management (Idaho)
Idaho
$11.7K
DIP
2002
DT Investment Partners
Pennsylvania
$11.4K
DWM
2003
Dogwood Wealth Management
Kansas
$11.4K
HIW
2004
Holos Integrated Wealth
Pennsylvania
$11.1K
MWM
2005
Mascoma Wealth Management
New Hampshire
$11.1K
MIM
2006
Marshall Investment Management
Colorado
$11.1K
UIA
2007
Ulland Investment Advisors
Minnesota
$11K
Walleye Capital
2008
Walleye Capital
New York
$10.4K
CWM
2009
Cranbrook Wealth Management
Michigan
$10.4K
SIM
2010
Synergy Investment Management
Florida
$10.4K
PCM
2011
Penserra Capital Management
California
$10K
CWP
2012
Clark Wealth Partners
Illinois
$9.8K
HFS
2013
Hughes Financial Services
Virginia
$9.78K
NWMP
2014
Noble Wealth Management PBC
Colorado
$9.78K
SA
2015
Seneschal Advisors
Washington
$9.45K
HWP
2016
Highline Wealth Partners
California
$9.45K
SVCP
2017
Silicon Valley Capital Partners
California
$9.37K
CMP
2018
Coston McIsaac & Partners
Maine
$9K
BCM
2019
Boreal Capital Management
Florida
$8.83K
HIA
2020
HFM Investment Advisors
New Jersey
$8.47K
VWM
2021
Vermillion Wealth Management
Minnesota
$8.47K
FPB
2022
First PREMIER Bank
South Dakota
$8K
TCM
2023
Triumph Capital Management
Colorado
$7.57K
RWM
2024
Rialto Wealth Management
New York
$7.5K
WCM
2025
Westend Capital Management
California
$7.5K