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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
CAG
926
Csenge Advisory Group
Florida
$1.25M +$23.3K +81 +2%
FM
927
Foster & Motley
Ohio
$1.25M -$41.4K -144 -3%
AAM
928
Advisors Asset Management
Colorado
$1.25M -$458K -1,592 -27%
NERM
929
New England Research & Management
Illinois
$1.24M +$1.23M +4,282 New
ACM
930
Advisors Capital Management
New Jersey
$1.24M +$130K +452 +12%
FCBT
931
First Citizens Bank & Trust
North Carolina
$1.24M +$225K +783 +22%
RZH
932
Relyea Zuckerberg Hanson
Connecticut
$1.24M -$36K -125 -3%
MWM
933
Mattern Wealth Management
Kansas
$1.23M -$15K -52 -1%
ETC
934
Exchange Traded Concepts
Oklahoma
$1.23M +$206K +715 +20%
DDC
935
DF Dent & Co
Maryland
$1.23M
AAP
936
Arax Advisory Partners
Colorado
$1.23M -$226K -784 -16%
UB
937
Umpqua Bank
Oregon
$1.23M +$162K +563 +15%
WKWM
938
Walter & Keenan Wealth Management
Indiana
$1.23M +$45.5K +158 +4%
MTIC
939
Missouri Trust & Investment Company
Missouri
$1.22M +$46.9K +163 +4%
SYBT
940
Stock Yards Bank & Trust
Kentucky
$1.22M +$371K +1,288 +44%
CPR
941
CSU Producer Resources
Ohio
$1.22M
IAS
942
Insigneo Advisory Services
Florida
$1.22M +$168K +584 +16%
LPT
943
Legacy Private Trust
Wisconsin
$1.22M -$166K -577 -12%
MA
944
Montag & Associates
Georgia
$1.22M +$6.91K +24 +0.6%
WC
945
Westhampton Capital
North Carolina
$1.21M
OHWP
946
Oak Harbor Wealth Partners
North Carolina
$1.21M -$177K -615 -13%
CWM
947
Cornerstone Wealth Management
Missouri
$1.21M +$2.88K +10 +0.2%
PA
948
Profund Advisors
Maryland
$1.21M -$265K -920 -18%
LSA
949
Lansing Street Advisors
Pennsylvania
$1.21M +$417K +1,450 +54%
GBT
950
Grove Bank & Trust
Florida
$1.2M +$63.3K +220 +6%

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.