1,940 hedge funds and large institutions have $103B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 819 increasing their positions, 642 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $107B → $103B (-$4.41B)

1.66% less ownership

Funds ownership: 90.28%88.61% (-1.7%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,940
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$434M
Puts
$324M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
1126
Leavell Investment Management
Alabama
$715K
MPI
1127
Mairs & Power Inc
Minnesota
$714K
VF
1128
Virtu Financial
New York
$713K
AF
1129
Apexium Financial
Texas
$713K
IPW
1130
Impact Partnership Wealth
Georgia
$706K
BB
1131
Burford Brothers
Texas
$706K
CFP
1132
Catalyst Financial Partners
Massachusetts
$704K
TFP
1133
Tilia Fiduciary Partners
North Carolina
$701K
IIC
1134
Ironwood Investment Counsel
Arizona
$701K
VSQM
1135
V-Square Quantitative Management
Illinois
$696K
KFS
1136
Kurt F. Somerville
$695K
SIG
1137
Sky Investment Group
Connecticut
$694K
WC
1138
Waterloo Capital
Texas
$692K
VWM
1139
Venturi Wealth Management
Texas
$690K
HCM
1140
HMS Capital Management
Tennessee
$689K
AF
1141
Advisornet Financial
Minnesota
$688K
SGI
1142
Summit Global Investments
Utah
$688K
AWM
1143
Axxcess Wealth Management
California
$683K
BEAM
1144
Baker Ellis Asset Management
Washington
$682K
RFA
1145
Resurgent Financial Advisors
Georgia
$681K
FTA
1146
Financial & Tax Architects
Missouri
$680K
SCM
1147
Shelton Capital Management
Colorado
$680K
HW
1148
Hancock Whitney
Mississippi
$679K
CPW
1149
Cove Private Wealth
New York
$677K
TCOT
1150
Trust Company of Toledo
Ohio
$676K