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
FWIA
751
Fort Washington Investment Advisors
Ohio
$2.26M -$191K -694 -8%
BI
752
Bulldog Investors
New Jersey
$2.26M +$2.2M +8,000 New
BBHC
753
Brown Brothers Harriman & Co
New York
$2.25M -$74K -269 -3%
DFA
754
Delta Financial Advisors
Louisiana
$2.25M +$22.3K +81 +1%
CGF
755
Constant Guidance Financial
Massachusetts
$2.24M -$892K -3,240 -29%
MNA
756
Manning & Napier Advisors
New York
$2.23M -$4.38M -15,928 -67%
CAMV
757
Concord Asset Management (Virginia)
Virginia
$2.22M -$25.6K -93 -1%
JIC
758
Joel Isaacson & Co
New York
$2.21M
CWP
759
Concord Wealth Partners
Virginia
$2.21M -$29.7K -108 -1%
CVA
760
Central Valley Advisors
California
$2.21M -$3.58K -13 -0.2%
WP
761
WealthShield Partners
North Carolina
$2.2M +$39.4K +143 +2%
LAM
762
LECAP Asset Management
United Kingdom
$2.2M +$2.14M +7,784 New
MWM
763
Modern Wealth Management
Kansas
$2.2M +$1.36M +4,936 +174%
FDS
764
Freedom Day Solutions
Texas
$2.18M +$74.3K +270 +4%
DTC
765
Davidson Trust Company
Washington
$2.18M +$6.33K +23 +0.3%
AAF
766
Andra AP-fonden
Sweden
$2.17M +$2.12M +7,700 New
PFBT
767
Parkside Financial Bank & Trust
Missouri
$2.17M -$16K -58 -0.7%
RC
768
Roundview Capital
New Jersey
$2.17M -$279K -1,013 -12%
BC
769
Burney Company
Virginia
$2.17M -$28.3K -103 -1%
CIA
770
Choate Investment Advisors
Massachusetts
$2.17M +$228K +827 +12%
HA
771
Herold Advisors
New York
$2.15M +$231K +841 +12%
Luther King Capital Management (LKCM)
772
Luther King Capital Management (LKCM)
Texas
$2.14M +$25.6K +93 +1%
GRP
773
Global Retirement Partners
California
$2.13M -$129K -468 -6%
MCM
774
Monarch Capital Management
Indiana
$2.13M +$107K +390 +5%
PL
775
Perpetual Ltd
Australia
$2.13M +$145K +527 +8%

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.