We are live on ! Find out more

1,919 hedge funds and large institutions have $97.1B invested in Chubb in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 762 increasing their positions, 726 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $420M | Put options by funds: $275M

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

5% more repeat investments, than reductions

Existing positions increased: 762 | Existing positions reduced: 726

1% less first-time investments, than exits

New positions opened: 134 | Existing positions closed: 135

2% less funds holding

Funds holding: 1,9511,919 (-32)

2.53% less ownership

Funds ownership: 88.8%86.27% (-2.5%)

6% less capital invested

Capital invested by funds: $103B → $97.1B (-$6.23B)

Holders
1,919
Holders Change
-32
Holders Change %
-1.64%
% of All Funds
25.18%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
134
Increased
762
Reduced
726
Closed
135
Calls
$420M
Puts
$275M
Net Calls
+$145M
Net Calls Change
+$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LMIM
726
Lockheed Martin Investment Management
Maryland
$2.46M -$77.1K -280 -3%
Walleye Trading
727
Walleye Trading
New York
$2.45M +$1.89M +6,870 +382%
RWM
728
Ritholtz Wealth Management
New York
$2.45M -$48.2K -175 -2%
PCM
729
Polymer Capital Management
New York
$2.44M +$2.38M +8,637 New
BC
730
Bowman & Company
Wisconsin
$2.44M -$21.2K -77 -0.9%
BHC
731
Bowen Hanes & Co
Florida
$2.4M
JWCA
732
J.W. Cole Advisors
Florida
$2.39M -$946K -3,437 -29%
PWA
733
Phoenix Wealth Advisors
North Carolina
$2.38M -$50.6K -184 -2%
EGM
734
Engineers Gate Manager
New York
$2.38M +$446K +1,619 +24%
O
735
Ossiam
France
$2.37M -$453K -1,646 -16%
KF
736
Krilogy Financial
Missouri
$2.35M +$2.28M +8,293 New
ACA
737
Aptus Capital Advisors
Alabama
$2.35M +$103K +376 +5%
VT
738
Vise Technologies
New York
$2.34M -$1.11M -4,018 -33%
HPC
739
HM Payson & Co
Maine
$2.34M +$95.2K +346 +4%
WMA
740
West Michigan Advisors
Michigan
$2.33M -$675K -2,451 -23%
EPAM
741
Evelyn Partners Asset Management
$2.33M +$106K +384 +5%
DAS
742
Dynamic Advisor Solutions
Arizona
$2.31M +$29.2K +106 +1%
NAS
743
NWF Advisory Services
California
$2.31M +$1.91M +6,946 +569%
ETC
744
Exchange Traded Concepts
Oklahoma
$2.29M +$1.07M +3,871 +91%
CBA
745
Coastal Bridge Advisors
Connecticut
$2.29M +$59.2K +215 +3%
GI
746
GAMMA Investing
California
$2.28M -$58.1K -211 -3%
BMA
747
Brooks Moore & Associates
Tennessee
$2.27M -$19K -69 -0.8%
CFO
748
Callan Family Office
Pennsylvania
$2.27M -$193K -701 -8%
VA
749
VestGen Advisors
Illinois
$2.27M +$899K +3,268 +68%
CSP
750
Cary Street Partners
Virginia
$2.27M -$101K -368 -4%

CB Hedge Fund Activity: Q3 2025 in Review

1,919 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2025, worth a combined $97.1B — down 6% from $103B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of CB and 134 opened new positions — a net loss of 1 holder — while 726 trimmed existing stakes and 762 added.

The largest buyer was Berkshire Hathaway, adding an estimated $1.18B. The largest seller was UBS AM, exiting entirely with an estimated $898M sold.

  • 1,919 institutional investors held Chubb (CB) as of Q3 2025, down from 1,951 in Q2 2025.
  • Funds reported $97.1B of Chubb stock for Q3 2025, down 6% quarter-over-quarter.
  • 134 funds opened new Chubb positions in Q3 2025 and 135 closed out, a net change of -1 holder.
  • The largest Chubb buyer in Q3 2025 was Berkshire Hathaway, an estimated $1.18B added.
  • The largest Chubb seller in Q3 2025 was UBS AM, an estimated $898M sold.

Based on aggregated 13F filings for Q3 2025.