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1,919 hedge funds and large institutions have $97.1B invested in Chubb in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 762 increasing their positions, 726 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $420M | Put options by funds: $275M

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

5% more repeat investments, than reductions

Existing positions increased: 762 | Existing positions reduced: 726

1% less first-time investments, than exits

New positions opened: 134 | Existing positions closed: 135

2% less funds holding

Funds holding: 1,9511,919 (-32)

2.53% less ownership

Funds ownership: 88.8%86.27% (-2.5%)

6% less capital invested

Capital invested by funds: $103B → $97.1B (-$6.23B)

Holders
1,919
Holders Change
-32
Holders Change %
-1.64%
% of All Funds
25.18%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
134
Increased
762
Reduced
726
Closed
135
Calls
$420M
Puts
$275M
Net Calls
+$145M
Net Calls Change
+$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
576
Kingsview Wealth Management
Oregon
$4.13M +$2.63M +9,572 +189%
PMWMG
577
Parr McKnight Wealth Management Group
Minnesota
$4.13M -$258K -936 -6%
FNA
578
First National Advisers
Nebraska
$4.11M +$55K +200 +1%
OAM
579
Occidental Asset Management
California
$4.11M +$222K +807 +6%
SIP
580
Stoneridge Investment Partners
Pennsylvania
$4.1M +$4M +14,537 New
TYCC
581
Texas Yale Capital Corp
Florida
$4.07M +$956K +3,475 +32%
NW
582
NewEdge Wealth
Pennsylvania
$4.06M +$62.2K +226 +2%
ST
583
Somerset Trust
Pennsylvania
$4.06M -$275 -1 -0%
SFI
584
SPC Financial Inc
Maryland
$4.06M -$14.9K -54 -0.4%
BB
585
Berkshire Bank
Massachusetts
$4.04M -$195K -710 -5%
PA
586
Pinnacle Associates
New York
$4.02M -$36.1K -131 -0.9%
GCA
587
Greenwood Capital Associates
South Carolina
$4.02M +$430K +1,562 +12%
FNBOO
588
First National Bank of Omaha
Nebraska
$4.02M -$181K -659 -4%
WC
589
Weil Company
California
$4.01M +$826 +3 +0%
CT
590
Coastline Trust
Rhode Island
$4.01M
LWP
591
LMG Wealth Partners
Louisiana
$4M +$35K +127 +0.9%
IRAG
592
Investment Research & Advisory Group
Georgia
$3.99M +$115K +418 +3%
NHT
593
New Hampshire Trust
New Hampshire
$3.98M +$33.3K +121 +0.9%
CWS
594
Confluence Wealth Services
Pennsylvania
$3.95M +$51.2K +186 +1%
Thrivent Financial for Lutherans
595
Thrivent Financial for Lutherans
Minnesota
$3.95M -$103M -374,909 -96%
FAP
596
Financial Advisory Partners
Florida
$3.92M -$20.9K -76 -0.5%
BBI
597
Baxter Bros Inc
Connecticut
$3.92M +$1.71M +6,219 +81%
TRCT
598
Tower Research Capital (TRC)
New York
$3.91M -$87K -316 -2%
LRWA
599
Long Run Wealth Advisors
New York
$3.91M +$286K +1,038 +8%
AC
600
Allstate Corporation
Illinois
$3.9M +$3.6M +13,066 +1,773%

CB Hedge Fund Activity: Q3 2025 in Review

1,919 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2025, worth a combined $97.1B — down 6% from $103B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of CB and 134 opened new positions — a net loss of 1 holder — while 726 trimmed existing stakes and 762 added.

The largest buyer was Berkshire Hathaway, adding an estimated $1.18B. The largest seller was UBS AM, exiting entirely with an estimated $898M sold.

  • 1,919 institutional investors held Chubb (CB) as of Q3 2025, down from 1,951 in Q2 2025.
  • Funds reported $97.1B of Chubb stock for Q3 2025, down 6% quarter-over-quarter.
  • 134 funds opened new Chubb positions in Q3 2025 and 135 closed out, a net change of -1 holder.
  • The largest Chubb buyer in Q3 2025 was Berkshire Hathaway, an estimated $1.18B added.
  • The largest Chubb seller in Q3 2025 was UBS AM, an estimated $898M sold.

Based on aggregated 13F filings for Q3 2025.