1,930 hedge funds and large institutions have $103B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 815 increasing their positions, 639 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $107B → $103B (-$4.31B)

1.57% less ownership

Funds ownership: 90.04%88.47% (-1.6%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,930
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$434M
Puts
$324M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
526
Comprehensive Financial Consultants Institutional
Indiana
$4.71M
WT
527
Whittier Trust
California
$4.69M
BCFD
528
Boit C.F. David
$4.68M
RPA
529
Rock Point Advisors
Vermont
$4.66M
EWA
530
EP Wealth Advisors
California
$4.65M
CNBTD
531
Citizens National Bank Trust Department
Mississippi
$4.64M
DC
532
Davenport & Co
Virginia
$4.63M
CT
533
Chicago Trust
Illinois
$4.62M
RCM
534
Radnor Capital Management
Pennsylvania
$4.58M
CWM
535
Compass Wealth Management
Connecticut
$4.58M
JIC
536
Johnson Investment Counsel
Ohio
$4.56M
YIH
537
Y-Intercept (HK)
Hong Kong
$4.55M
CWM
538
Congress Wealth Management
Massachusetts
$4.53M
SFG
539
Stonebridge Financial Group
Pennsylvania
$4.53M
EF
540
Empowered Funds
Pennsylvania
$4.52M
PMWMG
541
Parr McKnight Wealth Management Group
Minnesota
$4.51M
PT
542
Plimoth Trust
Massachusetts
$4.48M
FDCDDQ
543
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.48M
HCMT
544
Highland Capital Management (Tennessee)
Tennessee
$4.47M
BMWM
545
Brown Miller Wealth Management
Virginia
$4.4M
CB
546
Community Bank
New York
$4.38M
CIC
547
Cincinnati Indemnity Company
Ohio
$4.36M
BB
548
Berkshire Bank
Massachusetts
$4.35M
AAM
549
AR Asset Management
California
$4.32M
VanEck Associates
550
VanEck Associates
New York
$4.32M