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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
RA
1076
Ransom Advisory
Rhode Island
$833K
WA
1077
Wealth Alliance
New York
$826K +$41.4K +144 +5%
NL
1078
NVWM LLC
Pennsylvania
$826K -$4.03K -14 -0.5%
MWM
1079
Modern Wealth Management
Kansas
$824K +$109K +380 +15%
MA
1080
MJP Associates
Connecticut
$822K +$130K +451 +19%
SWM
1081
Segment Wealth Management
Texas
$820K +$24.5K +85 +3%
PCP
1082
Proficio Capital Partners
Massachusetts
$817K +$17.8K +62 +2%
CP
1083
Canopy Partners
Ohio
$816K -$585K -2,033 -42%
RPC
1084
Rossmore Private Capital
Connecticut
$812K +$9.78K +34 +1%
PL
1085
Plancorp LLC
Missouri
$812K +$79.4K +276 +11%
UAS
1086
United Asset Strategies
New York
$807K -$72.2K -251 -8%
LFA
1087
Legacy Financial Advisors
Kentucky
$803K +$12.9K +45 +2%
MIM
1088
Merrion Investment Management
New Jersey
$803K
MA
1089
Mutual Advisors
Nebraska
$801K +$221K +767 +35%
EDRH
1090
Edmond de Rothschild Holding
Switzerland
$797K +$345K +1,200 +77%
NCM
1091
Northside Capital Management
Oregon
$796K +$790K +2,746 New
IC
1092
Iconiq Capital
California
$795K +$279K +968 +55%
LI
1093
LRI Investments
Florida
$794K -$2.59K -9 -0.3%
SWM
1094
SeaCrest Wealth Management
New York
$792K +$15.3K +53 +2%
MLM
1095
Mount Lucas Management
Pennsylvania
$790K -$1.08M -3,760 -58%
HW
1096
Hamilton Wealth
California
$788K -$212K -737 -21%
SFSG
1097
Sound Financial Strategies Group
Mississippi
$787K -$863 -3 -0.1%
1W
1098
1776 Wealth
Georgia
$786K +$2.01K +7 +0.3%
AC
1099
AXQ Capital
New Jersey
$782K -$191K -664 -20%
APA
1100
Astoria Portfolio Advisors
New York
$781K +$23.6K +82 +3%

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.