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1,919 hedge funds and large institutions have $97.1B invested in Chubb in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 762 increasing their positions, 726 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $420M | Put options by funds: $275M

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

5% more repeat investments, than reductions

Existing positions increased: 762 | Existing positions reduced: 726

1% less first-time investments, than exits

New positions opened: 134 | Existing positions closed: 135

2% less funds holding

Funds holding: 1,9511,919 (-32)

2.53% less ownership

Funds ownership: 88.8%86.27% (-2.5%)

6% less capital invested

Capital invested by funds: $103B → $97.1B (-$6.23B)

Holders
1,919
Holders Change
-32
Holders Change %
-1.64%
% of All Funds
25.19%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
134
Increased
762
Reduced
726
Closed
135
Calls
$420M
Puts
$275M
Net Calls
+$145M
Net Calls Change
+$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
401
Van Hulzen Asset Management
California
$10.1M +$55.9K +203 +0.6%
WIA
402
World Investment Advisors
California
$10.1M -$92.5K -336 -0.9%
MFG
403
Merit Financial Group
Georgia
$10.1M +$1.29M +4,673 +15%
VA
404
Vident Advisory
Georgia
$10.1M +$3.76M +13,658 +62%
CA
405
Cornerstone Advisors
North Carolina
$9.99M
RP
406
Rowlandmiller & Partners
Georgia
$9.93M -$142K -515 -1%
CGH
407
Crossmark Global Holdings
Texas
$9.86M +$531K +1,929 +6%
VCA
408
Verdence Capital Advisors
Maryland
$9.76M -$135K -490 -1%
TCM
409
Tufton Capital Management
Maryland
$9.72M -$13.8K -50 -0.1%
TW
410
TritonPoint Wealth
Maryland
$9.66M +$252K +915 +3%
RWA
411
River Wealth Advisors
Pennsylvania
$9.66M +$451K +1,638 +5%
EF
412
Empowered Funds
Pennsylvania
$9.57M +$5.03M +18,273 +117%
WRM
413
Weybosset Research & Management
Rhode Island
$9.51M -$41.3K -150 -0.4%
WIC
414
Woodmont Investment Counsel
Tennessee
$9.5M -$1.07M -3,895 -10%
KPWS
415
Kestra Private Wealth Services
Texas
$9.46M +$27.8K +101 +0.3%
SF
416
Synovus Financial
Georgia
$9.28M +$11.8K +43 +0.1%
BRA
417
Bender Robert & Associates
California
$9.28M +$59.7K +217 +0.7%
BIAS
418
Beacon Investment Advisory Services
New Jersey
$9.24M +$1.25M +4,531 +16%
A
419
Allianz
Germany
$9.24M
MOS
420
MGO One Seven
Ohio
$9.23M +$6.91M +25,101 +331%
KeyBank National Association
421
KeyBank National Association
Ohio
$9.12M -$242K -880 -3%
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$9.09M +$922K +3,351 +12%
ITC
423
Inspire Trust Company
Nevada
$9.06M +$4.13M +15,000 +88%
CI
424
CX Institutional
Indiana
$9.01M +$3.06M +11,129 +53%
FSG
425
Financial Strategies Group
Michigan
$8.99M +$1.32M +4,813 +18%

CB Hedge Fund Activity: Q3 2025 in Review

1,919 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2025, worth a combined $97.1B — down 6% from $103B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of CB and 134 opened new positions — a net loss of 1 holder — while 726 trimmed existing stakes and 762 added.

The largest buyer was Berkshire Hathaway, adding an estimated $1.18B. The largest seller was UBS AM, exiting entirely with an estimated $898M sold.

  • 1,919 institutional investors held Chubb (CB) as of Q3 2025, down from 1,951 in Q2 2025.
  • Funds reported $97.1B of Chubb stock for Q3 2025, down 6% quarter-over-quarter.
  • 134 funds opened new Chubb positions in Q3 2025 and 135 closed out, a net change of -1 holder.
  • The largest Chubb buyer in Q3 2025 was Berkshire Hathaway, an estimated $1.18B added.
  • The largest Chubb seller in Q3 2025 was UBS AM, an estimated $898M sold.

Based on aggregated 13F filings for Q3 2025.