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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
OWM
651
Orca Wealth Management
Florida
$3.28M -$16.8K -61 -0.5%
SDIC
652
South Dakota Investment Council
South Dakota
$3.28M -$578K -2,100 -15%
SP
653
Stonebrook Private
Michigan
$3.27M +$58.3K +212 +2%
MCM
654
MV Capital Management
Maryland
$3.23M +$343K +1,247 +12%
Marshall Wace
655
Marshall Wace
United Kingdom
$3.21M +$3.13M +11,383 New
SWP
656
Sagespring Wealth Partners
Tennessee
$3.2M -$110K -399 -3%
PWS
657
Peterson Wealth Services
Utah
$3.18M -$2.58M -9,357 -83%
TIAA Trust, National Association
658
TIAA Trust, National Association
North Carolina
$3.14M -$33K -120 -1%
WCM Investment Management
659
WCM Investment Management
California
$3.13M +$343K +1,245 +12%
CG
660
Caprock Group
Idaho
$3.12M +$3.12M +11,353 New
CWMK
661
Caliber Wealth Management (Kansas)
Kansas
$3.12M +$71K +258 +2%
FTWA
662
Fifth Third Wealth Advisors
Ohio
$3.1M -$38.3K -139 -1%
AW
663
Apricus Wealth
South Carolina
$3.09M +$70.2K +255 +2%
SCM
664
Silvant Capital Management
Georgia
$3.08M -$148K -538 -5%
PNC
665
Park National Corp
Ohio
$3.07M -$49.5K -180 -2%
TCM
666
Twin Capital Management
Pennsylvania
$3.03M -$1.13M -4,100 -28%
MWM
667
Mission Wealth Management
California
$3.02M -$101K -368 -3%
APWM
668
Argonautica Private Wealth Management
Massachusetts
$2.99M +$26.1K +95 +0.9%
ATC
669
Argent Trust Co
Tennessee
$2.99M +$61.6K +224 +2%
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.98M +$53.7K +195 +2%
OIA
671
OneDigital Investment Advisors
Kansas
$2.98M -$192K -696 -6%
LA
672
LVW Advisors
New York
$2.98M -$291K -1,058 -9%
HCM
673
Hutner Capital Management
Vermont
$2.96M +$180K +655 +7%
WA
674
Waverly Advisors
Alabama
$2.93M +$511K +1,857 +22%
LWAM
675
Legacy Wealth Asset Management
Minnesota
$2.92M +$844K +3,067 +42%

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.