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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
SF
526
Summit Financial
New Jersey
$4.77M +$13.2K +46 +0.3%
ACM
527
Aquatic Capital Management
Illinois
$4.75M +$4.72M +16,400 New
MYAM
528
Meiji Yasuda Asset Management
Japan
$4.74M -$1.11M -3,852 -19%
Man Group
529
Man Group
United Kingdom
$4.73M -$9.24M -32,122 -66%
GT
530
Greenleaf Trust
Michigan
$4.71M -$106K -370 -2%
CFCI
531
Comprehensive Financial Consultants Institutional
Indiana
$4.71M -$65.3K -227 -1%
WT
532
Whittier Trust
California
$4.69M +$31.4K +109 +0.7%
BCFD
533
Boit C.F. David
$4.68M
RPA
534
Rock Point Advisors
Vermont
$4.66M -$59.9K -208 -1%
EWA
535
EP Wealth Advisors
California
$4.65M +$239K +830 +5%
CNBTD
536
Citizens National Bank Trust Department
Mississippi
$4.64M +$35.7K +124 +0.8%
DC
537
Davenport & Co
Virginia
$4.63M +$78K +271 +2%
CT
538
Chicago Trust
Illinois
$4.62M +$204K +708 +5%
RCM
539
Radnor Capital Management
Pennsylvania
$4.58M
CWM
540
Compass Wealth Management
Connecticut
$4.58M -$108K -375 -2%
JIC
541
Johnson Investment Counsel
Ohio
$4.56M +$502K +1,743 +12%
YIH
542
Y-Intercept (HK)
Hong Kong
$4.55M +$4.52M +15,711 New
CWM
543
Congress Wealth Management
Massachusetts
$4.53M +$2.81M +9,769 +167%
SFGP
544
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.53M +$48.9K +170 +1%
EF
545
Empowered Funds
Pennsylvania
$4.52M +$239K +831 +6%
PMWMG
546
Parr McKnight Wealth Management Group
Minnesota
$4.51M +$163K +566 +4%
PT
547
Plimoth Trust
Massachusetts
$4.48M -$16.7K -58 -0.4%
FDCDDQ
548
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.48M -$95.3K -331 -2%
HCMT
549
Highland Capital Management (Tennessee)
Tennessee
$4.47M +$5.75K +20 +0.1%
BMWM
550
Brown Miller Wealth Management
Virginia
$4.4M +$70.2K +244 +2%

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.