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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
OIA
1051
Optimum Investment Advisors
Illinois
$867K
HCM
1052
Howard Capital Management
Georgia
$864K -$150K -544 -15%
PPWP
1053
Premier Path Wealth Partners
New Jersey
$856K -$105K -383 -11%
MM
1054
MQS Management
New York
$856K +$427K +1,552 +105%
IAIM
1055
International Assets Investment Management
Florida
$855K
BSA
1056
Bull Street Advisors
Georgia
$854K -$6.88K -25 -0.8%
1SB
1057
1ST Source Bank
Indiana
$853K -$12.7K -46 -1%
FI
1058
Finivi Inc
Massachusetts
$847K
BHA
1059
Beech Hill Advisors
New York
$841K
RCAG
1060
Rehmann Capital Advisory Group
Michigan
$838K -$60.5K -220 -7%
MSAM
1061
Moloney Securities Asset Management
Missouri
$835K -$158K -573 -16%
EDRH
1062
Edmond de Rothschild Holding
Switzerland
$833K +$55K +200 +7%
KSB
1063
Kennebec Savings Bank
Maine
$832K +$19K +69 +2%
FWA
1064
FSM Wealth Advisors
Ohio
$826K +$55K +200 +7%
ECA
1065
Elevate Capital Advisors
Colorado
$822K +$802K +2,913 New
NWAG
1066
Net Worth Advisory Group
Utah
$818K -$27.2K -99 -3%
CAG
1067
Crestwood Advisors Group
Massachusetts
$813K +$61.1K +222 +8%
FAB
1068
First American Bank
Illinois
$812K
KSWWM
1069
Keyes Stange & Wooten Wealth Management
Florida
$809K -$6.05K -22 -0.8%
SMA
1070
Sage Mountain Advisors
Georgia
$800K -$90K -327 -10%
SWM
1071
Segment Wealth Management
Texas
$799K
CIC
1072
Chilton Investment Company
Connecticut
$799K +$310K +1,125 +66%
WFAG
1073
Worth Financial Advisory Group
North Carolina
$797K -$42.7K -155 -5%
ALA
1074
Atlas Legacy Advisors
California
$797K -$118K -429 -13%
SFS
1075
Stiles Financial Services
Minnesota
$795K -$72.1K -262 -9%

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.