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1,951 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, 648 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: 648

2% more funds holding

Funds holding: 1,9161,951 (+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
1,951
Holders Change
+35
Holders Change %
+1.83%
% of All Funds
25.69%
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
648
Closed
97
Calls
$434M
Puts
$324M
Net Calls
+$111M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$706M -$40.8M -141,607 -5%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$657M -$14.6M -50,679 -2%
Invesco
28
Invesco
Georgia
$654M -$12.7M -44,043 -2%
Charles Schwab
29
Charles Schwab
California
$653M +$5.42M +18,820 +0.8%
Goldman Sachs
30
Goldman Sachs
New York
$633M +$83.5M +290,263 +15%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$591M -$58.8M -204,224 -9%
Lazard Asset Management
32
Lazard Asset Management
New York
$491M +$58.3M +202,691 +14%
Boston Partners
33
Boston Partners
Massachusetts
$463M -$35.4M -123,066 -7%
AQR Capital Management
34
AQR Capital Management
Connecticut
$457M +$54.1M +188,134 +13%
N
35
Nuveen
North Carolina
$446M -$93.2M -323,964 -17%
AGA
36
Altrinsic Global Advisors
Connecticut
$404M +$128M +444,557 +47%
BGC
37
Beutel, Goodman & Co
Ontario, Canada
$388M +$16.8M +58,526 +5%
First Trust Advisors
38
First Trust Advisors
Illinois
$371M -$155M -537,938 -30%
Barclays
39
Barclays
United Kingdom
$367M -$132M -458,356 -27%
Principal Financial Group
40
Principal Financial Group
Iowa
$363M -$29.7M -103,298 -8%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$361M +$2.57M +8,932 +0.7%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$358M +$13M +45,222 +4%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$356M -$75.4M -262,186 -18%
BC
44
Broadwater Capital
Massachusetts
$353M +$101M +352,238 +28,872%
Amundi
45
Amundi
France
$351M +$25.9M +90,079 +8%
Fayez Sarofim & Co
46
Fayez Sarofim & Co
Texas
$340M -$7.87M -27,360 -2%
Swiss National Bank
47
Swiss National Bank
Switzerland
$334M +$20.9M +72,700 +7%
DSA
48
Davis Selected Advisers
Arizona
$311M -$4.19M -14,566 -1%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$306M +$17.7M +61,679 +6%
MWP
50
MYCIO Wealth Partners
Pennsylvania
$269M +$11.8M +41,095 +5%

CB Hedge Fund Activity: Q2 2025 in Review

1,951 of the 7,595 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 648 trimmed.

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

  • 1,951 institutional investors held Chubb (CB) as of Q2 2025, up from 1,916 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.