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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
CastleKeep Investment Advisors
951
CastleKeep Investment Advisors
Connecticut
$1.2M -$108K -374 -8%
Fisher Asset Management
952
Fisher Asset Management
Washington
$1.19M -$31.1K -108 -3%
AWM
953
AE Wealth Management
Kansas
$1.19M +$312K +1,083 +36%
OTPPB
954
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.18M +$758K +2,633 +183%
FSA
955
Financial Security Advisor
Virginia
$1.17M -$2.3K -8 -0.2%
WJWM
956
Williams Jones Wealth Management
New York
$1.17M -$23.9K -83 -2%
IA
957
IFP Advisors
Florida
$1.17M +$97.6K +339 +9%
PVI
958
Pine Valley Investments
New Jersey
$1.17M -$824K -2,865 -42%
SPC
959
Sigma Planning Corp
Michigan
$1.16M -$78.3K -272 -6%
OPTFSNA
960
Old Point Trust & Financial Services N A
Virginia
$1.16M -$31.9K -111 -3%
LA
961
Lakeside Advisors
Washington
$1.16M -$86.3K -300 -7%
BMCM
962
Bryn Mawr Capital Management
Pennsylvania
$1.16M +$9.5K +33 +0.8%
FA
963
FC Advisory
Pennsylvania
$1.15M
FFWA
964
FRG Family Wealth Advisors
Washington
$1.15M
GWM
965
GSB Wealth Management
Connecticut
$1.15M -$4.03K -14 -0.4%
TM
966
TigerOak Management
New Mexico
$1.15M -$3.17K -11 -0.3%
TC
967
TownSquare Capital
Utah
$1.14M -$3.34M -11,610 -75%
MMPW
968
Mitchell McLeod Pugh & Williams
Alabama
$1.14M +$20.4K +71 +2%
SC
969
Syon Capital
California
$1.13M +$72.2K +251 +7%
GCM
970
Galibier Capital Management
Ontario, Canada
$1.13M
AFM
971
Abbot Financial Management
Massachusetts
$1.12M +$169K +587 +18%
ARG
972
Advisory Resource Group
Oklahoma
$1.12M +$28.8K +100 +3%
GFP
973
Gryphon Financial Partners
Ohio
$1.12M +$134K +464 +14%
C
974
Certuity
Florida
$1.11M -$130K -452 -11%
EFG
975
Ethos Financial Group
Pennsylvania
$1.11M +$1.1M +3,809 New

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.