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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
KIA
1126
Knollwood Investment Advisory
Maryland
$724K
MMG
1127
Monetary Management Group
Missouri
$723K
RCA
1128
Ranch Capital Advisors
Florida
$722K +$27.1K +94 +4%
SC
1129
Stance Capital
Massachusetts
$720K +$715K +2,485 New
LIM
1130
Leavell Investment Management
Alabama
$715K +$41.2K +143 +6%
MPI
1131
Mairs & Power Inc
Minnesota
$714K +$35.4K +123 +5%
VF
1132
Virtu Financial
New York
$713K +$708K +2,461 New
AF
1133
Apexium Financial
Texas
$713K -$47.5K -165 -6%
IPW
1134
Impact Partnership Wealth
Georgia
$706K +$702K +2,438 New
BB
1135
Burford Brothers
Texas
$706K +$863 +3 +0.1%
CFP
1136
Catalyst Financial Partners
Massachusetts
$704K +$140K +488 +25%
TFP
1137
Tilia Fiduciary Partners
North Carolina
$701K +$84.9K +295 +14%
IIC
1138
Ironwood Investment Counsel
Arizona
$701K +$257K +892 +58%
SC
1139
Sawyer & Company
Massachusetts
$700K +$139K +483 +31%
VSQM
1140
V-Square Quantitative Management
Illinois
$696K +$19.6K +68 +3%
KFS
1141
Kurt F. Somerville
$695K
SIG
1142
Sky Investment Group
Connecticut
$694K +$10.9K +38 +2%
WC
1143
Waterloo Capital
Texas
$692K +$431K +1,498 +168%
VWM
1144
Venturi Wealth Management
Texas
$690K -$31.4K -109 -4%
HCM
1145
HMS Capital Management
Tennessee
$689K -$44K -153 -6%
AF
1146
Advisornet Financial
Minnesota
$688K +$145K +504 +27%
SGI
1147
Summit Global Investments
Utah
$688K +$683K +2,375 New
AWM
1148
Axxcess Wealth Management
California
$683K +$32.8K +114 +5%
BEAM
1149
Baker Ellis Asset Management
Washington
$682K +$1.44K +5 +0.2%
RFA
1150
Resurgent Financial Advisors
Georgia
$681K +$13.8K +48 +2%

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.