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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 %
GC
1151
Grimes & Company
Massachusetts
$633K +$71.8K +248 +13%
AC
1152
AlphaCore Capital
California
$632K +$156K +538 +33%
AT
1153
American Trust
Kentucky
$630K -$63.2K -218 -9%
FCCM
1154
First City Capital Management
Georgia
$629K -$4.64K -16 -0.7%
DIM
1155
Delta Investment Management
California
$629K +$10.4K +36 +2%
BCM
1156
Brookstone Capital Management
Illinois
$626K +$236K +815 +61%
EFG
1157
Everhart Financial Group
Ohio
$623K +$52.2K +180 +9%
TPI
1158
Trust Point Inc
Wisconsin
$622K +$278K +960 +81%
PMSA
1159
Patrick M. Sweeney & Associates
Illinois
$617K +$15.6K +55 +3%
TWP
1160
Triad Wealth Partners
Kansas
$616K +$616K +2,127 New
YP
1161
YANKCOM Partnership
South Dakota
$616K +$14.8K +51 +2%
BWM
1162
Baron Wealth Management
Michigan
$614K +$15.1K +52 +3%
CAM
1163
Cidel Asset Management
Ontario, Canada
$614K -$20K -69 -3%
PK
1164
Pflug Koory
Nebraska
$614K +$76.2K +263 +14%
SVWAG
1165
Sound View Wealth Advisors Group
Georgia
$613K +$62.9K +217 +11%
SCA
1166
Sandy Cove Advisors
Massachusetts
$611K +$869 +3 +0.1%
GWM
1167
Graybill Wealth Management
Illinois
$611K – – –
CFM
1168
Catalyst Funds Management
Australia
$608K +$139K +480 +30%
AWA
1169
Aaron Wealth Advisors
Illinois
$605K +$58.5K +202 +11%
HIA
1170
Harbor Investment Advisory
Maryland
$605K +$7.82K +27 +1%
FDCP
1171
Foster Dykema Cabot & Partners
Massachusetts
$603K +$95.9K +330 +19%
EGA
1172
E&G Advisors
Texas
$603K – – –
GXJ
1173
Global X Japan
Japan
$601K -$56.5K -195 -9%
CS
1174
Crescent Sterling
Louisiana
$598K +$196K +678 +49%
SAG
1175
SageView Advisory Group
California
$597K +$597K +2,244 New
45 46
47
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