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2,147 hedge funds and large institutions have $119B invested in Chubb in 2026 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 843 increasing their positions, 800 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 95

34% more call options, than puts

Call options by funds: $637M | Put options by funds: $473M

2% more funds holding

Funds holding: 2,1142,147 (+33)

5% more repeat investments, than reductions

Existing positions increased: 843 | Existing positions reduced: 800

4% more capital invested

Capital invested by funds: $114B → $119B (+$4.16B)

0.25% less ownership

Funds ownership: 90.02%89.77% (-0.25%)

2% less funds holding in top 10

Funds holding in top 10: 4544 (-1)

Holders
2,147
Holders Change
+33
Holders Change %
+1.56%
% of All Funds
25.98%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.53%
New
173
Increased
843
Reduced
800
Closed
95
Calls
$637M
Puts
$473M
Net Calls
+$163M
Net Calls Change
-$96.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2201
Circle Wealth Management
New Jersey
-$210K -645 Closed
NFP
2202
Narus Financial Partners
Utah
-$210K -645 Closed
FC
2203
FORA Capital
Florida
-$209K -640 Closed
WDA
2204
Wendell David Associates
New Hampshire
-$207K -634 Closed
Legacy Financial Group (Iowa)
2205
Legacy Financial Group (Iowa)
Iowa
-$205K -630 Closed
TCM
2206
Teza Capital Management
Illinois
-$202K -619 Closed
CF
2207
Clarity Financial
Texas
-$201K -618 Closed
HA
2208
HFG Advisors
Ohio
-$201K -617 Closed
BOJHT
2209
Bank of Jackson Hole Trust
Wyoming
-$152K -466 Closed
IWS
2210
Intentional Wealth Strategies
Colorado
-$143K -440 Closed
TPWA
2211
Twin Peaks Wealth Advisors
California
-$109K -333 Closed
WSFG
2212
Wall Street Financial Group
Illinois
-$104K -320 Closed
WPA
2213
Wealth Preservation Advisors
Tennessee
-$98.1K -301 Closed
SIS
2214
Sound Income Strategies
Florida
-$91.4K -279 Closed
DWP
2215
Destiny Wealth Partners
Florida
-$72K -221 Closed
OWA
2216
Opal Wealth Advisors
New York
-$70.1K -215 Closed
SA
2217
Scarborough Advisors
Maryland
-$54.4K -167 Closed
TGY2IT
2218
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$42K -129 Closed
TLFA
2219
True Link Financial Advisors
California
-$32.9K -101 Closed
PL
2220
Protective Life
Alabama
-$31.6K -97 Closed
MWA
2221
Merkkuri Wealth Advisors
New York
-$28.7K -88 Closed
Q
2222
QVR
California
-$24.8K -76 Closed
CFG
2223
Clayton Financial Group
Missouri
-$21.2K -65 Closed
CW
2224
Curio Wealth
Maryland
-$12.7K -39 Closed
LWMI
2225
Legacy Wealth Management (Idaho)
Idaho
-$11.7K -36 Closed

CB Hedge Fund Activity: Q2 2026 in Review

2,147 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2026, worth a combined $119B — up 3.6% from $114B a quarter earlier.

Buyers outnumbered sellers: 173 funds opened new CB positions and 95 closed out — a net gain of 78 holders — while 843 added to existing stakes and 800 trimmed.

The largest buyer was BlackRock, adding an estimated $393M. The largest seller was Capital Research Global Investors, cutting an estimated $905M.

  • 2,147 institutional investors held Chubb (CB) as of Q2 2026, up from 2,114 in Q1 2026.
  • Funds reported $119B of Chubb stock for Q2 2026, up 3.6% quarter-over-quarter.
  • 173 funds opened new Chubb positions in Q2 2026 and 95 closed out, a net change of +78 holders.
  • The largest Chubb buyer in Q2 2026 was BlackRock, an estimated $393M added.
  • The largest Chubb seller in Q2 2026 was Capital Research Global Investors, an estimated $905M sold.

Based on aggregated 13F filings for Q2 2026.