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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 %
LWMM
551
Legacy Wealth Management (Mississippi)
Mississippi
$4.27M -$117K -404 -3%
BA
552
Bridgewater Associates
Connecticut
$4.25M -$74.7M -257,774 -95%
Envestnet Portfolio Solutions
553
Envestnet Portfolio Solutions
Illinois
$4.22M -$344K -1,186 -8%
TSMHT
554
Thurston Springer Miller Herd & Titak
Indiana
$4.18M +$469K +1,618 +13%
SFI
555
SPC Financial Inc
Maryland
$4.18M -$65.5K -226 -2%
RBC
556
Romano Brothers & Co
Illinois
$4.17M -$421K -1,452 -9%
PA
557
Pinnacle Associates
New York
$4.17M -$31K -107 -0.7%
ST
558
Somerset Trust
Pennsylvania
$4.17M -$71.3K -246 -2%
FNA
559
First National Advisers
Nebraska
$4.16M +$50.4K +174 +1%
CT
560
Coastline Trust
Rhode Island
$4.11M -$1.16K -4 -0%
WC
561
Weil Company
California
$4.11M -$38.5K -133 -0.9%
TRCT
562
Tower Research Capital (TRC)
New York
$4.11M +$323K +1,114 +9%
HDIM
563
Hanson & Doremus Investment Management
Vermont
$4.11M +$32.4K +112 +0.8%
LWP
564
LMG Wealth Partners
Louisiana
$4.07M +$50.4K +174 +1%
NHT
565
New Hampshire Trust
New Hampshire
$4.05M -$34.5K -119 -0.8%
FAP
566
Financial Advisory Partners
Florida
$4.05M -$91.3K -315 -2%
SB
567
SIG Brokerage
New York
$4.02M -$177K -612 -4%
CWS
568
Confluence Wealth Services
Pennsylvania
$4M +$18.5K +64 +0.5%
SM
569
Sciencast Management
New Jersey
$3.98M +$599K +2,067 +18%
OAM
570
Occidental Asset Management
California
$3.98M +$103K +357 +3%
CAM
571
Costello Asset Management
Pennsylvania
$3.98M +$3.02M +10,407 +313%
IRAG
572
Investment Research & Advisory Group
Georgia
$3.97M -$115K -396 -3%
SDIC
573
South Dakota Investment Council
South Dakota
$3.97M – – –
BWG
574
Berry Wealth Group
Texas
$3.96M -$8.4K -29 -0.2%
UA
575
Unison Advisors
District of Columbia
$3.95M +$12.8K +44 +0.3%
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