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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 %
AF
1126
Advisornet Financial
Minnesota
$688K +$146K +504 +27%
SGI
1127
Summit Global Investments
Utah
$688K +$688K +2,375 New
AWM
1128
Axxcess Wealth Management
California
$683K +$33K +114 +5%
BEAM
1129
Baker Ellis Asset Management
Washington
$682K +$1.45K +5 +0.2%
RFA
1130
Resurgent Financial Advisors
Georgia
$681K +$13.9K +48 +2%
FTA
1131
Financial & Tax Architects
Missouri
$680K +$2.32K +8 +0.3%
SCM
1132
Shelton Capital Management
Colorado
$680K -$15.1K -52 -2%
HW
1133
Hancock Whitney
Mississippi
$679K +$133K +459 +24%
CPW
1134
Cove Private Wealth
New York
$677K +$349K +1,203 +106%
TCOT
1135
Trust Company of Toledo
Ohio
$676K – – –
AIM
1136
Aigen Investment Management
New York
$673K +$673K +2,324 New
MIC
1137
Means Investment Company
Maine
$666K +$290 +1 +0%
FF
1138
Farrell Financial
New York
$665K +$2.32K +8 +0.3%
AP
1139
Americana Partners
Texas
$662K +$236K +816 +56%
PI
1140
PFG Investments
New York
$658K +$90.1K +311 +16%
CCA
1141
Coign Capital Advisors
Utah
$658K +$8.98K +31 +1%
VI
1142
Versor Investments
New York
$658K +$658K +2,271 New
TSW
1143
Thompson Siegel & Walmsley
Virginia
$651K -$1.16K -4 -0.2%
MFA
1144
Mayflower Financial Advisors
Massachusetts
$651K +$29.8K +103 +5%
BB
1145
Bell Bank
North Dakota
$645K – – –
GSC
1146
G&S Capital
Colorado
$644K -$16.8K -58 -3%
MMHP
1147
Murphy Middleton Hinkle & Parker
Georgia
$643K – – –
EWA
1148
Encompass Wealth Advisors
Oregon
$639K +$579 +2 +0.1%
SGK
1149
Steigerwald Gordon & Koch
Virginia
$637K -$2.9K -10 -0.5%
BSTWA
1150
Blake Schutter Theil Wealth Advisors
Ohio
$634K – – –
44 45
46
47 48