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1,919 hedge funds and large institutions have $97.1B invested in Chubb in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 762 increasing their positions, 726 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $420M | Put options by funds: $275M

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

5% more repeat investments, than reductions

Existing positions increased: 762 | Existing positions reduced: 726

1% less first-time investments, than exits

New positions opened: 134 | Existing positions closed: 135

2% less funds holding

Funds holding: 1,9511,919 (-32)

2.53% less ownership

Funds ownership: 88.8%86.27% (-2.5%)

6% less capital invested

Capital invested by funds: $103B → $97.1B (-$6.23B)

Holders
1,919
Holders Change
-32
Holders Change %
-1.64%
% of All Funds
25.18%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
134
Increased
762
Reduced
726
Closed
135
Calls
$420M
Puts
$275M
Net Calls
+$145M
Net Calls Change
+$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
1126
Turtle Creek Wealth Advisors
Texas
$701K +$282K +1,026 +70%
BTI
1127
Blue Trust Inc
Georgia
$700K -$111K -403 -14%
ESB
1128
Essex Savings Bank
Connecticut
$700K -$16K -58 -2%
SGI
1129
Summit Global Investments
Utah
$697K +$26.1K +95 +4%
AF
1130
Apexium Financial
Texas
$697K +$2.2K +8 +0.3%
SFSG
1131
Sound Financial Strategies Group
Mississippi
$695K -$69.4K -252 -9%
VBCG
1132
Valley Brook Capital Group
Pennsylvania
$693K -$33K -120 -5%
AF
1133
Advisornet Financial
Minnesota
$691K +$19.5K +71 +3%
BB
1134
Burford Brothers
Texas
$687K -$275 -1 -0%
HWM
1135
Hohimer Wealth Management
Washington
$686K +$161K +585 +32%
CCA
1136
Coign Capital Advisors
Utah
$686K +$43.5K +158 +7%
MFA
1137
Mayflower Financial Advisors
Massachusetts
$685K +$50.1K +182 +8%
PI
1138
PFG Investments
New York
$684K +$41.3K +150 +7%
SIG
1139
Sky Investment Group
Connecticut
$677K
MP
1140
McDonald Partners
Ohio
$676K -$1.59M -5,793 -71%
MPI
1141
Mairs & Power Inc
Minnesota
$675K -$20.4K -74 -3%
CS
1142
Crescent Sterling
Louisiana
$674K +$88.9K +323 +16%
AT
1143
American Trust
Kentucky
$669K +$53.7K +195 +9%
BAM
1144
Boyar Asset Management
New York
$665K -$60.3K -219 -9%
HW
1145
Hancock Whitney
Mississippi
$664K +$2.48K +9 +0.4%
SCM
1146
Shelton Capital Management
Colorado
$662K
BHBT
1147
Burke & Herbert Bank & Trust
Virginia
$660K +$311K +1,130 +94%
CPW
1148
Cove Private Wealth
New York
$659K
WWC
1149
Waypoint Wealth Counsel
Georgia
$659K +$269K +978 +72%
FCA
1150
FLC Capital Advisors
California
$653K +$165K +598 +35%

CB Hedge Fund Activity: Q3 2025 in Review

1,919 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2025, worth a combined $97.1B — down 6% from $103B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of CB and 134 opened new positions — a net loss of 1 holder — while 726 trimmed existing stakes and 762 added.

The largest buyer was Berkshire Hathaway, adding an estimated $1.18B. The largest seller was UBS AM, exiting entirely with an estimated $898M sold.

  • 1,919 institutional investors held Chubb (CB) as of Q3 2025, down from 1,951 in Q2 2025.
  • Funds reported $97.1B of Chubb stock for Q3 2025, down 6% quarter-over-quarter.
  • 134 funds opened new Chubb positions in Q3 2025 and 135 closed out, a net change of -1 holder.
  • The largest Chubb buyer in Q3 2025 was Berkshire Hathaway, an estimated $1.18B added.
  • The largest Chubb seller in Q3 2025 was UBS AM, an estimated $898M sold.

Based on aggregated 13F filings for Q3 2025.