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2,102 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, 790 increasing their positions, 788 reducing their positions, and 98 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)

0% more repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 788

0.02% less ownership

Funds ownership: 90.02%90% (-0.02%)

Holders
2,102
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
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
BH
2001
Burk Holdings
Oklahoma
$19.2K
WBC
2002
West Branch Capital
Massachusetts
$18.9K
CFM
2003
Cornerstone Financial Management
Massachusetts
$18.6K
AEPWM
2004
Atlantic Edge Private Wealth Management
Florida
$18.3K
BFS
2005
Bare Financial Services
Pennsylvania
$18.3K
NWM
2006
Navigoe Wealth Management
California
$18K
BFPW
2007
BOK Financial Private Wealth
Colorado
$17.3K
HNW
2008
High Note Wealth
Minnesota
$17.3K
AW
2009
Ankerstar Wealth
Texas
$16.3K
RDFA
2010
Ritter Daniher Financial Advisory
Ohio
$16.3K
MPW
2011
MASECO Private Wealth
$16.3K
EFMH
2012
E Fund Management (HK)
Hong Kong
$16K
CWM
2013
Copia Wealth Management
Oregon
$14.7K
CTA
2014
Colonial Trust Advisors
South Carolina
$14.3K
NF
2015
Napier Financial
Massachusetts
$14.3K
Kayne Anderson Rudnick Investment Management
2016
Kayne Anderson Rudnick Investment Management
California
$14K
DF
2017
Dunhill Financial
United Kingdom
$13.3K
BHWM
2018
Bay Harbor Wealth Management
Maryland
$12.7K
RTL
2019
Red Tortoise LLC
Georgia
$12.7K
CW
2020
Curio Wealth
Maryland
$12.7K
CI
2021
Clal Insurance
Israel
$12K
PWMG
2022
Private Wealth Management Group
New Jersey
$12K
AP
2023
Aspect Partners
Virginia
$11.7K
LWMI
2024
Legacy Wealth Management (Idaho)
Idaho
$11.7K
DIP
2025
DT Investment Partners
Pennsylvania
$11.4K