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Chubb
CB

Overview Fund Activity

1,919 hedge funds and large institutions have $102B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 811 increasing their positions, 634 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+29
Holders Change %
+1.53%
% of All Funds
25.72%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.5%
New
156
Increased
811
Reduced
634
Closed
93
Calls
$434M
Puts
$324M
Net Calls
+$111M
Net Calls Change
-$33.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$287M
2
Two Sigma Investments
Two Sigma Investments
New York
+$222M
3
Bank of America
Bank of America
North Carolina
+$149M
4
LCOV
London Company of Virginia
Virginia
+$145M
5
AGA
Altrinsic Global Advisors
Connecticut
+$129M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$1.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$765M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$589M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$296M
5
First Trust Advisors
First Trust Advisors
Illinois
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
676
Great Valley Advisor Group
Delaware
$2.66M -$1.57M -5,402 -37%
HTC
677
Haverford Trust Company
Pennsylvania
$2.66M – – –
CK
678
Cohen Klingenstein
New York
$2.64M – – –
PNAA
679
Pictet North America Advisors
Switzerland
$2.64M -$81.1K -280 -3%
LF
680
Lantz Financial
Illinois
$2.64M -$28.7K -99 -1%
NSEDCP
681
NJ State Employees Deferred Compensation Plan
New Jersey
$2.62M – – –
VIPI
682
Vista Investment Partners II
Indiana
$2.61M +$5.79K +20 +0.2%
LMIM
683
Lockheed Martin Investment Management
Maryland
$2.6M -$72.4K -250 -3%
LWCFA
684
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.6M +$253K +872 +11%
PWM
685
Perigon Wealth Management
California
$2.59M +$146K +505 +6%
FBT
686
First Bankers Trust
Kentucky
$2.59M +$89.8K +310 +4%
DS
687
DRW Securities
Illinois
$2.57M +$2.37M +8,185 +1,169%
RWM
688
Ritholtz Wealth Management
New York
$2.56M +$303K +1,047 +13%
CFO
689
Callan Family Office
Pennsylvania
$2.54M +$1.39M +4,811 +122%
1832 Asset Management
690
1832 Asset Management
Ontario, Canada
$2.53M -$1.25M -4,312 -33%
RBA
691
Richard Bernstein Advisors
New York
$2.53M +$2.53M +8,727 New
NFC
692
Northeast Financial Consultants
Connecticut
$2.53M – – –
FWIA
693
Fort Washington Investment Advisors
Ohio
$2.53M -$234K -806 -8%
BC
694
Bowman & Company
Wisconsin
$2.52M +$1.74K +6 +0.1%
RRA
695
Round Rock Advisors
Connecticut
$2.52M -$3.48K -12 -0.1%
RC
696
Roundview Capital
New Jersey
$2.52M +$21.4K +74 +0.9%
HAG
697
HighPoint Advisor Group
Illinois
$2.51M -$51.6K -178 -2%
AIP
698
Ameritas Investment Partners
Nebraska
$2.5M -$168K -581 -6%
PWA
699
Phoenix Wealth Advisors
North Carolina
$2.5M -$131K -452 -5%
PIM
700
Penobscot Investment Management
Massachusetts
$2.49M +$13K +45 +0.5%
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