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1,952 hedge funds and large institutions have $103B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 824 increasing their positions, 649 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 97

34% more call options, than puts

Call options by funds: $434M | Put options by funds: $324M

27% more repeat investments, than reductions

Existing positions increased: 824 | Existing positions reduced: 649

2% more funds holding

Funds holding: 1,9171,952 (+35)

5% less capital invested

Capital invested by funds: $109B → $103B (-$5.4B)

2.68% less ownership

Funds ownership: 91.48%88.8% (-2.7%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,952
Holders Change
+35
Holders Change %
+1.83%
% of All Funds
25.7%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.49%
New
156
Increased
824
Reduced
649
Closed
97
Calls
$434M
Puts
$324M
Net Calls
+$111M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
426
Cyndeo Wealth Partners
Florida
$7.75M +$116K +403 +2%
WC
427
Woodstock Corp
Massachusetts
$7.73M -$32.8K -114 -0.4%
KNW
428
Kesler Norman & Wride
Utah
$7.7M +$16.7K +58 +0.2%
PFPT
429
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.69M +$1.07M +3,711 +16%
PFS
430
Prospera Financial Services
Texas
$7.65M +$266K +925 +4%
FSG
431
Financial Strategies Group
Michigan
$7.64M +$390K +1,355 +5%
SAM
432
Silvercrest Asset Management
New York
$7.64M +$10.4K +36 +0.1%
CL
433
Choreo LLC
Illinois
$7.53M +$419K +1,455 +6%
KRS
434
Kentucky Retirement Systems
Kentucky
$7.51M -$489K -1,700 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
435
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.5M +$2.65M +9,222 +55%
IIM
436
INTECH Investment Management
Florida
$7.49M +$337K +1,171 +5%
MSU
437
Mizuho Securities USA
New York
$7.46M -$1.17M -4,076 -14%
SFI
438
Siemens Fonds Invest
Germany
$7.44M +$60.7K +211 +0.8%
Verition Fund Management
439
Verition Fund Management
Connecticut
$7.43M -$1.59M -5,515 -18%
HCM
440
Horiko Capital Management
New York
$7.38M -$164K -570 -2%
AF
441
Avanza Fonder
Sweden
$7.37M -$58.7K -204 -0.8%
NC
442
Nicholas Company
Wisconsin
$7.37M -$1.52M -5,285 -17%
PGAM
443
Princeton Global Asset Management
New Jersey
$7.35M -$54.1K -188 -0.7%
AAIM
444
American Assets Investment Management
California
$7.24M
GL
445
Graypoint LLC
New York
$7.06M +$34.5K +120 +0.5%
LBC
446
Lowe Brockenbrough & Co
Virginia
$7.01M -$128K -445 -2%
AG
447
Advocate Group
Minnesota
$6.97M +$32.2K +112 +0.5%
VCAM
448
Van Cleef Asset Management
Ohio
$6.96M -$67.6K -235 -1%
DWP
449
Daymark Wealth Partners
Ohio
$6.93M +$81.2K +282 +1%
MNA
450
Manning & Napier Advisors
New York
$6.9M -$1.6M -5,570 -19%

CB Hedge Fund Activity: Q2 2025 in Review

1,952 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2025, worth a combined $103B — down 5% from $109B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new CB positions and 97 closed out — a net gain of 59 holders — while 824 added to existing stakes and 649 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $285M. The largest seller was Demars Financial Group, cutting an estimated $1.79B.

  • 1,952 institutional investors held Chubb (CB) as of Q2 2025, up from 1,917 in Q1 2025.
  • Funds reported $103B of Chubb stock for Q2 2025, down 5% quarter-over-quarter.
  • 156 funds opened new Chubb positions in Q2 2025 and 97 closed out, a net change of +59 holders.
  • The largest Chubb buyer in Q2 2025 was Wellington Management Group, an estimated $285M added.
  • The largest Chubb seller in Q2 2025 was Demars Financial Group, an estimated $1.79B sold.

Based on aggregated 13F filings for Q2 2025.