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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
1832 Asset Management
701
1832 Asset Management
Ontario, Canada
$2.53M -$1.24M -4,312 -33%
RBA
702
Richard Bernstein Advisors
New York
$2.53M +$2.51M +8,727 New
NFC
703
Northeast Financial Consultants
Connecticut
$2.53M
FWIA
704
Fort Washington Investment Advisors
Ohio
$2.53M -$232K -806 -8%
BC
705
Bowman & Company
Wisconsin
$2.52M +$1.73K +6 +0.1%
RRA
706
Round Rock Advisors
Connecticut
$2.52M -$3.45K -12 -0.1%
RC
707
Roundview Capital
New Jersey
$2.52M +$21.3K +74 +0.9%
HAG
708
HighPoint Advisor Group
Illinois
$2.51M -$51.2K -178 -2%
AIP
709
Ameritas Investment Partners
Nebraska
$2.5M -$167K -581 -6%
PWA
710
Phoenix Wealth Advisors
North Carolina
$2.5M -$130K -452 -5%
PIM
711
Penobscot Investment Management
Massachusetts
$2.49M +$12.9K +45 +0.5%
WA
712
Waverly Advisors
Alabama
$2.47M +$275K +954 +13%
AW
713
Alaethes Wealth
Nevada
$2.47M +$70.5K +245 +3%
AWM
714
Accurate Wealth Management
Florida
$2.47M -$32.5K -113 -1%
SPS
715
Susquehanna Portfolio Strategies
Pennsylvania
$2.46M +$2.45M +8,500 New
WIS
716
Wright Investors Service
Connecticut
$2.46M +$6.91K +24 +0.3%
BHC
717
Bowen Hanes & Co
Florida
$2.46M +$20.1K +70 +0.8%
CSP
718
Cary Street Partners
Virginia
$2.43M -$76.5K -266 -3%
NGA
719
Naples Global Advisors
Florida
$2.42M +$158K +548 +7%
SNB
720
Security National Bank
Nebraska
$2.41M +$64.2K +223 +3%
OQS
721
Occudo Quantitative Strategies
Florida
$2.41M -$5.32M -18,499 -69%
GI
722
GAMMA Investing
California
$2.4M +$401K +1,394 +20%
MSA
723
MUFG Securities Americas
New York
$2.39M +$479K +1,663 +25%
MP
724
McDonald Partners
Ohio
$2.39M +$31.7K +110 +1%
BBHC
725
Brown Brothers Harriman & Co
New York
$2.39M +$109K +378 +5%

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.