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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
KCM
1001
KRS Capital Management
Michigan
$1.04M -$3.45K -12 -0.3%
SCA
1002
Sippican Capital Advisors
Massachusetts
$1.03M
CAM
1003
Columbia Asset Management
Michigan
$1.03M +$13.8K +48 +1%
WFI
1004
West Family Investments
California
$1.03M +$147K +512 +17%
CTC
1005
Central Trust Company
Missouri
$1.02M -$288 -1 -0%
HCA
1006
Harbour Capital Advisors
Virginia
$1.02M -$8.92K -31 -0.8%
MSAM
1007
Moloney Securities Asset Management
Missouri
$1.02M +$239K +832 +31%
VAG
1008
VisionPoint Advisory Group
Texas
$1.02M +$52.7K +183 +5%
CCG
1009
Ceeto Capital Group
Florida
$1.02M -$201K -700 -17%
GWA
1010
Gratus Wealth Advisors
Virginia
$1.01M +$28.5K +99 +3%
PWP
1011
Principle Wealth Partners
Connecticut
$1.01M -$288 -1 -0%
LFG
1012
Larson Financial Group
Missouri
$1.01M +$679K +2,358 +210%
FHA
1013
Flagship Harbor Advisors
Massachusetts
$1M -$13.2K -46 -1%
SB
1014
Simmons Bank
Arkansas
$1M -$34.2K -119 -3%
IWA
1015
Icon Wealth Advisors
Texas
$997K +$11.8K +41 +1%
FCP
1016
Fidelis Capital Partners
Florida
$995K +$47.5K +165 +5%
CPIG
1017
Chicago Partners Investment Group
Illinois
$994K +$384K +1,335 +57%
SA
1018
SRN Advisors
Pennsylvania
$994K +$21.3K +74 +2%
PPWP
1019
Premier Path Wealth Partners
New Jersey
$989K +$65.3K +227 +7%
MWA
1020
Meridian Wealth Advisors
Texas
$987K -$83.7K -291 -8%
ATIA
1021
American Trust Investment Advisors
New Hampshire
$981K
HDA
1022
Harold Davidson & Associates
California
$980K -$423K -1,469 -30%
CLA
1023
Carnegie Lake Advisors
New Jersey
$978K -$14.4K -50 -1%
EW
1024
Evoke Wealth
California
$977K +$348K +1,211 +56%
WANY
1025
Wealthspire Advisors (New York)
New York
$977K -$111K -385 -10%

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.