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
GRP
726
Global Retirement Partners
California
$2.33M
HT
727
Heritage Trust
Oklahoma
$2.31M
CWP
728
Concord Wealth Partners
Virginia
$2.3M
CAMV
729
Concord Asset Management (Virginia)
Virginia
$2.3M
ACA
730
Aptus Capital Advisors
Alabama
$2.3M
HPC
731
HM Payson & Co
Maine
$2.3M
CBA
732
Coastal Bridge Advisors
Connecticut
$2.29M
DFA
733
Delta Financial Advisors
Louisiana
$2.28M
EPAM
734
Evelyn Partners Asset Management
$2.28M
JIC
735
Joel Isaacson & Co
New York
$2.27M
CVA
736
Central Valley Advisors
California
$2.27M
BC
737
Burney Company
Virginia
$2.25M
PFBT
738
Parkside Financial Bank & Trust
Missouri
$2.24M
DTC
739
Davidson Trust Company
Washington
$2.23M
PA
740
PFG Advisors
Arizona
$2.23M
USCWA
741
U.S. Capital Wealth Advisors
Texas
$2.23M
BRWA
742
B. Riley Wealth Advisors
Florida
$2.23M
BBI
743
Baxter Bros Inc
Connecticut
$2.22M
WP
744
WealthShield Partners
North Carolina
$2.21M
ADBIC
745
A.D. Beadell Investment Counsel
Wisconsin
$2.21M
MOS
746
MGO One Seven
Ohio
$2.2M
LAIC
747
Lederer & Associates Investment Counsel
California
$2.19M
AA
748
Altman Advisors
Illinois
$2.19M
FFM
749
Forum Financial Management
Illinois
$2.17M
Luther King Capital Management (LKCM)
750
Luther King Capital Management (LKCM)
Texas
$2.17M