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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
USCWA
776
U.S. Capital Wealth Advisors
Texas
$2.12M -$46.8K -170 -2%
FFM
777
Forum Financial Management
Illinois
$2.12M +$1.1K +4 +0.1%
ADBIC
778
A.D. Beadell Investment Counsel
Wisconsin
$2.1M -$46.8K -170 -2%
AWM
779
Aries Wealth Management
Maine
$2.1M
WAP
780
Wealthcare Advisory Partners
Pennsylvania
$2.1M +$38.8K +141 +2%
LAIC
781
Lederer & Associates Investment Counsel
California
$2.1M -$33.9K -123 -2%
BWM
782
BKM Wealth Management
Wisconsin
$2.08M +$41K +149 +2%
MPPW
783
Mitchell & Pahl Private Wealth
Oklahoma
$2.08M +$9.63K +35 +0.5%
SWP
784
Stratos Wealth Partners
Ohio
$2.08M +$616K +2,237 +44%
GIA
785
Guyasuta Investment Advisors
Pennsylvania
$2.06M +$1.1K +4 +0.1%
MIC
786
Meridian Investment Counsel
California
$2.03M +$44K +160 +2%
CANC
787
Culbertson A N & Co
Virginia
$2.03M +$1.98M +7,186 New
DAC
788
Dividend Assets Capital
South Carolina
$2.02M +$94.1K +342 +5%
NRS
789
Neville Rodie & Shaw
New York
$2.02M
NB
790
NBT Bank
New York
$2.01M -$40.2K -146 -2%
RBI
791
Raiffeisen Bank International
Austria
$2M +$677K +2,461 +52%
TE
792
Tema ETFs
New York
$2M +$1.95M +7,091 New
HT
793
Heritage Trust
Oklahoma
$2M -$241K -875 -11%
AO
794
Advisor OS
Illinois
$1.99M +$1.05M +3,809 +117%
EH
795
Equitable Holdings
New York
$1.98M +$86.1K +313 +5%
CHAM
796
Clear Harbor Asset Management
Connecticut
$1.96M +$5.5K +20 +0.3%
S
797
SimplyRich
California
$1.96M -$1.93K -7 -0.1%
PCIA
798
Prime Capital Investment Advisors
Kansas
$1.95M -$65.5K -238 -3%
VIA
799
Virtus Investment Advisers
Connecticut
$1.95M +$531K +1,929 +39%
BRWA
800
B. Riley Wealth Advisors
Florida
$1.94M -$220K -800 -10%

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.