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Chubb
CB

Overview Fund Activity

1,918 hedge funds and large institutions have $102B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 811 increasing their positions, 634 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,918
Holders Change
+28
Holders Change %
+1.48%
% of All Funds
25.71%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.5%
New
156
Increased
811
Reduced
634
Closed
93
Calls
$434M
Puts
$324M
Net Calls
+$111M
Net Calls Change
-$33.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$287M
2
Two Sigma Investments
Two Sigma Investments
New York
+$222M
3
Bank of America
Bank of America
North Carolina
+$149M
4
LCOV
London Company of Virginia
Virginia
+$145M
5
AGA
Altrinsic Global Advisors
Connecticut
+$129M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$1.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$765M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$589M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$296M
5
First Trust Advisors
First Trust Advisors
Illinois
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
526
EP Wealth Advisors
California
$4.65M +$240K +830 +5%
CNBTD
527
Citizens National Bank Trust Department
Mississippi
$4.64M +$35.9K +124 +0.8%
DC
528
Davenport & Co
Virginia
$4.63M +$78.5K +271 +2%
CT
529
Chicago Trust
Illinois
$4.62M +$205K +708 +5%
RCM
530
Radnor Capital Management
Pennsylvania
$4.58M – – –
CWM
531
Compass Wealth Management
Connecticut
$4.58M -$109K -375 -2%
JIC
532
Johnson Investment Counsel
Ohio
$4.56M +$505K +1,743 +12%
YIH
533
Y-Intercept (HK)
Hong Kong
$4.55M +$4.55M +15,711 New
CWM
534
Congress Wealth Management
Massachusetts
$4.53M +$2.83M +9,769 +167%
SFG
535
Stonebridge Financial Group
Pennsylvania
$4.53M +$49.3K +170 +1%
EF
536
Empowered Funds
Pennsylvania
$4.52M +$241K +831 +6%
PMWMG
537
Parr McKnight Wealth Management Group
Minnesota
$4.51M +$164K +566 +4%
PT
538
Plimoth Trust
Massachusetts
$4.48M -$16.8K -58 -0.4%
FDCDDQ
539
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.48M -$95.9K -331 -2%
HCMT
540
Highland Capital Management (Tennessee)
Tennessee
$4.47M +$5.79K +20 +0.1%
BMWM
541
Brown Miller Wealth Management
Virginia
$4.4M +$70.7K +244 +2%
CB
542
Community Bank
New York
$4.38M +$31.6K +109 +0.7%
CIC
543
Cincinnati Indemnity Company
Ohio
$4.36M – – –
BB
544
Berkshire Bank
Massachusetts
$4.35M -$96.2K -332 -2%
AAM
545
AR Asset Management
California
$4.32M – – –
VanEck Associates
546
VanEck Associates
New York
$4.32M +$130K +447 +3%
TNB
547
Thomasville National Bank
Georgia
$4.32M -$44K -152 -1%
UCFA
548
United Capital Financial Advisors
Texas
$4.31M +$37.7K +130 +0.9%
TCM
549
Twin Capital Management
Pennsylvania
$4.3M +$18.5K +64 +0.4%
PJWM
550
Philip James Wealth Mangement
Georgia
$4.27M +$2.81M +9,700 +192%
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