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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
HL
1101
HeadInvest LLC
Maine
$780K -$58.4K -203 -7%
PP
1102
PDS Planning
Ohio
$780K +$37.1K +129 +5%
MFIM
1103
Mesirow Financial Investment Management
Illinois
$777K +$12.9K +45 +2%
WG
1104
Welch Group
Alabama
$774K +$7.48K +26 +1%
CAG
1105
Crestwood Advisors Group
Massachusetts
$770K +$75.4K +262 +11%
FAFN
1106
First Affirmative Financial Network
Colorado
$769K -$17K -59 -2%
WWM
1107
Waterway Wealth Management
Texas
$769K +$519K +1,805 +212%
CSI
1108
Cross Staff Investments
New York
$767K
FWA
1109
FSM Wealth Advisors
Ohio
$763K +$29.9K +104 +4%
AP
1110
Appleton Partners
Massachusetts
$763K -$7.19K -25 -0.9%
CSB
1111
City State Bank
Iowa
$762K
SCP
1112
Stamos Capital Partners
California
$762K +$184K +640 +32%
IQI
1113
Integrated Quantitative Investments
Washington
$759K +$754K +2,621 New
LCWP
1114
Legacy Capital Wealth Partners
Arkansas
$756K -$16.4K -57 -2%
NED
1115
Nancy E. Dempze
$753K -$86.3K -300 -10%
EHC
1116
Everett Harris & Co
California
$747K
BAM
1117
Boyar Asset Management
New York
$746K +$3.45K +12 +0.5%
VBCG
1118
Valley Brook Capital Group
Pennsylvania
$746K -$7.19K -25 -1%
WWM
1119
Western Wealth Management
Colorado
$746K +$86K +299 +13%
PCA
1120
Peddock Capital Advisors
Massachusetts
$745K
BBA
1121
Baader Bank Aktiengesellschaft
Germany
$742K -$102K -356 -12%
ESB
1122
Essex Savings Bank
Connecticut
$735K +$89.5K +311 +14%
GSB
1123
Greenfield Savings Bank
Massachusetts
$735K +$23.6K +82 +3%
EPIME
1124
Evelyn Partners Investment Management (Europe)
$731K
QT
1125
Quantbot Technologies
New York
$728K +$723K +2,514 New

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.