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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
AIM
626
Alphinity Investment Management
Australia
$3.57M +$192K +697 +6%
LWMM
627
Legacy Wealth Management (Mississippi)
Mississippi
$3.57M -$575K -2,089 -14%
Bessemer Group
628
Bessemer Group
New Jersey
$3.56M -$550 -2 -0%
MCM
629
Marathon Capital Management
Maryland
$3.56M +$512K +1,860 +17%
CA
630
Clearstead Advisors
Ohio
$3.55M -$142K -517 -4%
EFMC
631
Empire Financial Management Company
New York
$3.55M +$1.94M +7,048 +127%
LWCFA
632
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.55M +$988K +3,590 +40%
NWM
633
Northcape Wealth Management
New York
$3.54M +$23.1K +84 +0.7%
GM
634
GeoWealth Management
Illinois
$3.5M +$634K +2,304 +23%
SB
635
SIG Brokerage
New York
$3.49M -$416K -1,510 -11%
IWC
636
Integrated Wealth Concepts
Massachusetts
$3.49M +$359K +1,304 +12%
CBT
637
Central Bank & Trust
Kentucky
$3.48M -$43.5K -158 -1%
STA
638
Summit Trail Advisors
New York
$3.48M +$657K +2,388 +24%
SC
639
Stance Capital
Massachusetts
$3.47M +$2.7M +9,804 +395%
BCV
640
Banque Cantonale Vaudoise
Switzerland
$3.46M +$252K +916 +8%
PAM
641
Panagora Asset Management
Massachusetts
$3.45M +$2.12M +7,685 +169%
VIA
642
Victrix Investment Advisors
Florida
$3.43M +$27.5K +100 +0.8%
MGIA
643
Moneta Group Investment Advisors
Missouri
$3.42M +$3.85K +14 +0.1%
MC
644
Moors & Cabot
Massachusetts
$3.39M -$41.3K -150 -1%
LIM
645
Letson Investment Management
Georgia
$3.35M +$45.1K +164 +1%
PWM
646
Perigon Wealth Management
California
$3.33M +$793K +2,880 +32%
PG
647
Patten Group
Tennessee
$3.33M -$5.5K -20 -0.2%
TMAM
648
Tokio Marine Asset Management
Japan
$3.3M +$80.9K +294 +3%
BA
649
Bristlecone Advisors
Washington
$3.29M -$99.9K -363 -3%
SAM
650
Shikiar Asset Management
New York
$3.29M -$2.96M -10,751 -48%

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.