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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
FAP
576
Financial Advisory Partners
Florida
$4.05M -$90.6K -315 -2%
SB
577
SIG Brokerage
New York
$4.02M -$176K -612 -4%
CWS
578
Confluence Wealth Services
Pennsylvania
$4M +$18.4K +64 +0.5%
SM
579
Sciencast Management
New Jersey
$3.98M +$595K +2,067 +18%
OAM
580
Occidental Asset Management
California
$3.98M +$103K +357 +3%
CAM
581
Costello Asset Management
Pennsylvania
$3.98M +$2.99M +10,407 +313%
IRAG
582
Investment Research & Advisory Group
Georgia
$3.97M -$114K -396 -3%
SDIC
583
South Dakota Investment Council
South Dakota
$3.97M
BWG
584
Berry Wealth Group
Texas
$3.96M -$8.35K -29 -0.2%
UA
585
Unison Advisors
District of Columbia
$3.95M +$12.7K +44 +0.3%
CIM
586
Corbyn Investment Management
Maryland
$3.94M -$533K -1,851 -12%
MMA
587
Miracle Mile Advisors
California
$3.92M +$1.03M +3,579 +36%
NIM
588
Nicollet Investment Management
Minnesota
$3.86M -$130K -451 -3%
DCM
589
Delta Capital Management
New Jersey
$3.81M
QCG
590
Quadrant Capital Group
Ohio
$3.8M +$1.02M +3,550 +37%
NW
591
NewEdge Wealth
Pennsylvania
$3.8M +$1.73M +6,016 +74%
CA
592
Clearstead Advisors
Ohio
$3.8M +$263K +914 +7%
WHG
593
Westwood Holdings Group
Texas
$3.79M +$1.89M +6,577 +101%
Jones Financial Companies
594
Jones Financial Companies
Missouri
$3.78M +$820K +2,851 +27%
ECM
595
Everence Capital Management
Indiana
$3.76M -$360K -1,250 -9%
KF
596
KKM Financial
Illinois
$3.76M +$832K +2,891 +29%
HWMO
597
Heritage Wealth Management (Ohio)
Ohio
$3.75M -$151K -524 -4%
VIP
598
Vista Investment Partners
Oklahoma
$3.73M +$18.1K +63 +0.5%
LRWA
599
Long Run Wealth Advisors
New York
$3.71M +$150K +522 +4%
GP
600
Greenline Partners
New York
$3.7M +$2.44M +8,483 +198%

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.