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Chubb
CB

Overview Fund Activity

1,919 hedge funds and large institutions have $102B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 811 increasing their positions, 634 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+29
Holders Change %
+1.53%
% of All Funds
25.72%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.5%
New
156
Increased
811
Reduced
634
Closed
93
Calls
$434M
Puts
$324M
Net Calls
+$111M
Net Calls Change
-$33.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$287M
2
Two Sigma Investments
Two Sigma Investments
New York
+$222M
3
Bank of America
Bank of America
North Carolina
+$149M
4
LCOV
London Company of Virginia
Virginia
+$145M
5
AGA
Altrinsic Global Advisors
Connecticut
+$129M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$1.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$765M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$589M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$296M
5
First Trust Advisors
First Trust Advisors
Illinois
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
1001
Chicago Partners Investment Group
Illinois
$994K +$361K +1,335 +57%
SA
1002
SRN Advisors
Pennsylvania
$994K +$21.4K +74 +2%
PPWP
1003
Premier Path Wealth Partners
New Jersey
$989K +$65.8K +227 +7%
MWA
1004
Meridian Wealth Advisors
Texas
$987K -$84.3K -291 -8%
ATIA
1005
American Trust Investment Advisors
New Hampshire
$981K – – –
HDA
1006
Harold Davidson & Associates
California
$980K -$426K -1,469 -30%
CLA
1007
Carnegie Lake Advisors
New Jersey
$978K -$14.5K -50 -1%
EW
1008
Evoke Wealth
California
$977K +$352K +1,211 +56%
WANY
1009
Wealthspire Advisors (New York)
New York
$977K -$112K -385 -10%
OCM
1010
One Capital Management
California
$974K -$41.1K -142 -4%
V
1011
ViaWealth
Kansas
$973K -$51.3K -177 -5%
CCP
1012
Cushing Capital Partners
Wisconsin
$969K +$2.33K +8 +0.2%
CAS
1013
CTC Alternative Strategies
Illinois
$965K +$965K +3,330 New
MWM
1014
Meridian Wealth Management
Kentucky
$960K +$6.37K +22 +0.7%
MFS
1015
Mattson Financial Services
Michigan
$960K -$2.32K -8 -0.2%
SIA
1016
SkyView Investment Advisors
New Jersey
$953K +$7.7K +27 +0.8%
AO
1017
Advisor OS
Illinois
$942K +$116K +402 +14%
ALA
1018
Atlas Legacy Advisors
California
$942K +$248K +857 +36%
FB
1019
Fulton Bank
Pennsylvania
$940K -$116K -400 -11%
HJIM
1020
Henry James International Management
New York
$936K -$579 -2 -0.1%
RCAG
1021
Rehmann Capital Advisory Group
Michigan
$931K -$197K -679 -17%
MCM
1022
Mill Capital Management
North Carolina
$930K – – –
MSS
1023
Mitchell Sinkler & Starr
Pennsylvania
$924K +$14.8K +51 +2%
SC
1024
Saturna Capital
Washington
$918K – – –
JSW
1025
Journey Strategic Wealth
New Jersey
$918K +$629K +2,172 +218%
39 40
41
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