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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
CC
676
Chicago Capital
Illinois
$2.79M +$557K +1,936 +25%
MAS
677
Meeder Advisory Services
Ohio
$2.79M +$132K +460 +5%
CIAS
678
CFS Investment Advisory Services
New Jersey
$2.77M -$53.2K -185 -2%
FNT
679
First National Trust
Pennsylvania
$2.77M -$77.4K -269 -3%
SSWM
680
Smith Salley Wealth Management
North Carolina
$2.74M +$78.3K +272 +3%
LC
681
Lincoln Capital
Nebraska
$2.74M +$715K +2,484 +36%
DWA
682
Douglass Winthrop Advisors
New York
$2.72M +$137K +475 +5%
CCM
683
Coldstream Capital Management
Washington
$2.68M +$425K +1,478 +19%
VI
684
Vestcor Inc
New Brunswick, Canada
$2.68M +$602K +2,093 +29%
PTP
685
Platform Technology Partners
New York
$2.67M +$20.7K +72 +0.8%
GVAG
686
Great Valley Advisor Group
Delaware
$2.66M -$1.55M -5,402 -37%
HTC
687
Haverford Trust Company
Pennsylvania
$2.66M
CK
688
Cohen Klingenstein
New York
$2.64M
PNAA
689
Pictet North America Advisors
Switzerland
$2.64M -$80.6K -280 -3%
LF
690
Lantz Financial
Illinois
$2.64M -$28.5K -99 -1%
NSEDCP
691
NJ State Employees Deferred Compensation Plan
New Jersey
$2.62M
VIPI
692
Vista Investment Partners II
Indiana
$2.61M +$5.75K +20 +0.2%
LMIM
693
Lockheed Martin Investment Management
Maryland
$2.6M -$71.9K -250 -3%
LWCFA
694
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.6M +$251K +872 +11%
PWM
695
Perigon Wealth Management
California
$2.59M +$145K +505 +6%
FBT
696
First Bankers Trust
Kentucky
$2.59M +$89.2K +310 +4%
DS
697
DRW Securities
Illinois
$2.57M +$2.36M +8,185 +1,169%
RWM
698
Ritholtz Wealth Management
New York
$2.56M +$301K +1,047 +13%
SC
699
Savant Capital
Illinois
$2.56M +$241K +837 +10%
CFO
700
Callan Family Office
Pennsylvania
$2.54M +$1.38M +4,811 +122%

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.