1,940 hedge funds and large institutions have $103B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 819 increasing their positions, 642 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $107B → $103B (-$4.41B)

1.66% less ownership

Funds ownership: 90.28%88.61% (-1.7%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,940
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$434M
Puts
$324M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
676
CFS Investment Advisory Services
New Jersey
$2.77M
FNT
677
First National Trust
Pennsylvania
$2.77M
SSWM
678
Smith Salley Wealth Management
North Carolina
$2.74M
LC
679
Lincoln Capital
Nebraska
$2.74M
DWA
680
Douglass Winthrop Advisors
New York
$2.72M
CCM
681
Coldstream Capital Management
Washington
$2.68M
VI
682
Vestcor Inc
New Brunswick, Canada
$2.68M
PTP
683
Platform Technology Partners
New York
$2.67M
GVAG
684
Great Valley Advisor Group
Delaware
$2.66M
HTC
685
Haverford Trust Company
Pennsylvania
$2.66M
CK
686
Cohen Klingenstein
New York
$2.64M
PNAA
687
Pictet North America Advisors
Switzerland
$2.64M
LF
688
Lantz Financial
Illinois
$2.64M
NSEDCP
689
NJ State Employees Deferred Compensation Plan
New Jersey
$2.62M
VIPI
690
Vista Investment Partners II
Indiana
$2.61M
LMIM
691
Lockheed Martin Investment Management
Maryland
$2.6M
LWCFA
692
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.6M
PWM
693
Perigon Wealth Management
California
$2.59M
FBT
694
First Bankers Trust
Kentucky
$2.59M
DS
695
DRW Securities
Illinois
$2.57M
RWM
696
Ritholtz Wealth Management
New York
$2.56M
CFO
697
Callan Family Office
Pennsylvania
$2.54M
1832 Asset Management
698
1832 Asset Management
Ontario, Canada
$2.53M
RBA
699
Richard Bernstein Advisors
New York
$2.53M
NFC
700
Northeast Financial Consultants
Connecticut
$2.53M