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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
AA
751
Altman Advisors
Illinois
$2.19M +$14.4K +50 +0.7%
FFM
752
Forum Financial Management
Illinois
$2.17M +$206K +715 +11%
Luther King Capital Management (LKCM)
753
Luther King Capital Management (LKCM)
Texas
$2.17M +$91.2K +317 +4%
BMA
754
Brooks Moore & Associates
Tennessee
$2.16M +$28.8K +100 +1%
FDS
755
Freedom Day Solutions
Texas
$2.16M +$2.15M +7,462 New
AWM
756
Aries Wealth Management
Maine
$2.16M -$2.88K -10 -0.1%
MPPW
757
Mitchell & Pahl Private Wealth
Oklahoma
$2.13M +$52.7K +183 +3%
SFI
758
Susquehanna Fundamental Investments
Pennsylvania
$2.11M -$518K -1,800 -20%
WAP
759
Wealthcare Advisory Partners
Pennsylvania
$2.11M +$211K +732 +11%
LWAM
760
Legacy Wealth Asset Management
Minnesota
$2.11M +$561K +1,950 +37%
GIA
761
Guyasuta Investment Advisors
Pennsylvania
$2.11M +$230K +800 +12%
NB
762
NBT Bank
New York
$2.11M -$38.8K -135 -2%
BWM
763
BKM Wealth Management
Wisconsin
$2.1M -$64.7K -225 -3%
NRS
764
Neville Rodie & Shaw
New York
$2.08M
PCIA
765
Prime Capital Investment Advisors
Kansas
$2.08M -$273K -950 -12%
MCM
766
Monarch Capital Management
Indiana
$2.07M +$61.9K +215 +3%
Los Angeles Capital Management
767
Los Angeles Capital Management
California
$2.06M -$1.41M -4,883 -41%
CCS
768
Concentric Capital Strategies
Connecticut
$2.04M +$2.03M +7,043 New
MIC
769
Meridian Investment Counsel
California
$2.04M
Hudson Bay Capital Management
770
Hudson Bay Capital Management
Connecticut
$2.03M +$1.4M +4,853 +224%
PL
771
Perpetual Ltd
Australia
$2.03M +$61.9K +215 +3%
MUAMU
772
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.03M -$1.15M -4,000 -36%
PCA
773
Pallas Capital Advisors
Massachusetts
$2.02M +$611K +2,123 +44%
BP
774
Ballentine Partners
Massachusetts
$2.01M -$483K -1,678 -19%
S
775
SimplyRich
California
$2.01M

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.