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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
LIM
626
Letson Investment Management
Georgia
$3.39M +$25.3K +88 +0.8%
VAS
627
Vestmark Advisory Solutions
Massachusetts
$3.38M +$2.73M +9,501 +435%
OWM
628
Orca Wealth Management
Florida
$3.38M -$16.7K -58 -0.5%
LA
629
LVW Advisors
New York
$3.36M +$71.9K +250 +2%
IA
630
IFG Advisory
Georgia
$3.33M +$82.3K +286 +3%
DCM
631
Davidson Capital Management
Texas
$3.33M +$56.4K +196 +2%
SCM
632
Silvant Capital Management
Georgia
$3.32M
TMAM
633
Tokio Marine Asset Management
Japan
$3.3M +$3.28M +11,399 New
SP
634
Stonebrook Private
Michigan
$3.3M +$42.9K +149 +1%
BCV
635
Banque Cantonale Vaudoise
Switzerland
$3.29M -$103K -358 -3%
PWS
636
Peterson Wealth Services
Utah
$3.27M +$71.1K +247 +2%
TIAA Trust, National Association
637
TIAA Trust, National Association
North Carolina
$3.26M -$312K -1,083 -9%
OIA
638
OneDigital Investment Advisors
Kansas
$3.26M +$222K +773 +7%
IMCOOI
639
Investment Management Corp of Ontario (IMCO)
Canada
$3.24M -$432K -1,500 -12%
CGF
640
Constant Guidance Financial
Massachusetts
$3.24M +$724K +2,517 +29%
FTWA
641
Fifth Third Wealth Advisors
Ohio
$3.23M -$26.5K -92 -0.8%
MWM
642
Mission Wealth Management
California
$3.21M -$50.9K -177 -2%
IWC
643
Integrated Wealth Concepts
Massachusetts
$3.2M +$730K +2,537 +30%
PNC
644
Park National Corp
Ohio
$3.2M -$26.8K -93 -0.8%
KRSITF
645
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.19M -$219K -762 -6%
TYCC
646
Texas Yale Capital Corp
Florida
$3.17M +$7.19K +25 +0.2%
ACM
647
Aster Capital Management
United Arab Emirates
$3.15M +$3.13M +10,881 New
Group One Trading
648
Group One Trading
Illinois
$3.15M -$422K -1,465 -12%
CWMK
649
Caliber Wealth Management (Kansas)
Kansas
$3.13M -$244K -849 -7%
MCM
650
Marathon Capital Management
Maryland
$3.11M -$50.4K -175 -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.