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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
LNWWM
726
Laird Norton Wetherby Wealth Management
California
$2.36M +$2.35M +8,157 New
DAS
727
Dynamic Advisor Solutions
Arizona
$2.34M -$6.04K -21 -0.3%
TA
728
TFG Advisers
Michigan
$2.34M +$39.1K +136 +2%
GRP
729
Global Retirement Partners
California
$2.33M +$2.31M +8,032 New
HT
730
Heritage Trust
Oklahoma
$2.31M -$2.59K -9 -0.1%
CWP
731
Concord Wealth Partners
Virginia
$2.3M -$314K -1,091 -12%
CAMV
732
Concord Asset Management (Virginia)
Virginia
$2.3M +$36.8K +128 +2%
ACA
733
Aptus Capital Advisors
Alabama
$2.3M +$409K +1,423 +22%
HPC
734
HM Payson & Co
Maine
$2.3M -$357K -1,240 -14%
CBA
735
Coastal Bridge Advisors
Connecticut
$2.29M -$253K -878 -10%
DFA
736
Delta Financial Advisors
Louisiana
$2.28M -$8.35K -29 -0.4%
EPAM
737
Evelyn Partners Asset Management
$2.28M +$114K +395 +5%
JIC
738
Joel Isaacson & Co
New York
$2.27M -$17.6K -61 -0.8%
CVA
739
Central Valley Advisors
California
$2.27M -$22.4K -78 -1%
BC
740
Burney Company
Virginia
$2.25M -$116K -403 -5%
PFBT
741
Parkside Financial Bank & Trust
Missouri
$2.24M +$70.8K +246 +3%
DTC
742
Davidson Trust Company
Washington
$2.23M -$36.8K -128 -2%
PA
743
PFG Advisors
Arizona
$2.23M +$501K +1,742 +29%
USCWA
744
U.S. Capital Wealth Advisors
Texas
$2.23M -$668K -2,320 -23%
BRWA
745
B. Riley Wealth Advisors
Florida
$2.23M +$2.21M +7,682 New
BBI
746
Baxter Bros Inc
Connecticut
$2.22M +$36.8K +128 +2%
WP
747
WealthShield Partners
North Carolina
$2.21M +$1.92M +6,661 +677%
ADBIC
748
A.D. Beadell Investment Counsel
Wisconsin
$2.21M +$25.9K +90 +1%
MOS
749
MGO One Seven
Ohio
$2.2M +$300K +1,042 +16%
LAIC
750
Lederer & Associates Investment Counsel
California
$2.19M -$7.19K -25 -0.3%

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.