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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 %
SQA
1076
Simon Quick Advisors
New Jersey
$793K +$143K +495 +22%
SWM
1077
SeaCrest Wealth Management
New York
$792K +$15.4K +53 +2%
MLM
1078
Mount Lucas Management
Pennsylvania
$790K -$1.09M -3,760 -58%
SFSG
1079
Sound Financial Strategies Group
Mississippi
$787K -$869 -3 -0.1%
1W
1080
1776 Wealth
Georgia
$786K +$2.03K +7 +0.3%
AC
1081
AXQ Capital
New Jersey
$782K -$192K -664 -20%
APA
1082
Astoria Portfolio Advisors
New York
$781K +$22.2K +82 +3%
HL
1083
HeadInvest LLC
Maine
$780K -$58.8K -203 -7%
PP
1084
PDS Planning
Ohio
$780K +$37.4K +129 +5%
MFIM
1085
Mesirow Financial Investment Management
Illinois
$777K +$13K +45 +2%
WG
1086
Welch Group
Alabama
$774K +$7.53K +26 +1%
CAG
1087
Crestwood Advisors Group
Massachusetts
$770K +$75.9K +262 +11%
WWM
1088
Waterway Wealth Management
Texas
$769K +$523K +1,805 +212%
CSI
1089
Cross Staff Investments
New York
$767K – – –
FWA
1090
FSM Wealth Advisors
Ohio
$763K +$29.1K +104 +4%
AP
1091
Appleton Partners
Massachusetts
$763K -$7.24K -25 -0.9%
CSB
1092
City State Bank
Iowa
$762K – – –
SCP
1093
Stamos Capital Partners
California
$762K +$185K +640 +32%
IQI
1094
Integrated Quantitative Investments
Washington
$759K +$759K +2,621 New
MWM
1095
Modern Wealth Management
Kansas
$758K +$43.7K +151 +6%
LCWP
1096
Legacy Capital Wealth Partners
Arkansas
$756K -$16.5K -57 -2%
NED
1097
Nancy E. Dempze
$753K -$86.9K -300 -10%
EHC
1098
Everett Harris & Co
California
$747K – – –
BAM
1099
Boyar Asset Management
New York
$746K +$3.48K +12 +0.5%
VBCG
1100
Valley Brook Capital Group
Pennsylvania
$746K -$7.24K -25 -1%
42 43
44
45 46