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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
FTA
1151
Financial & Tax Architects
Missouri
$680K +$2.3K +8 +0.3%
SCM
1152
Shelton Capital Management
Colorado
$680K -$15K -52 -2%
HW
1153
Hancock Whitney
Mississippi
$679K +$132K +459 +24%
CPW
1154
Cove Private Wealth
New York
$677K +$346K +1,203 +106%
TCOT
1155
Trust Company of Toledo
Ohio
$676K
AIM
1156
Aigen Investment Management
New York
$673K +$669K +2,324 New
MIC
1157
Means Investment Company
Maine
$666K +$288 +1 +0%
FF
1158
Farrell Financial
New York
$665K +$2.3K +8 +0.3%
AP
1159
Americana Partners
Texas
$662K +$235K +816 +56%
PI
1160
PFG Investments
New York
$658K +$89.5K +311 +16%
CCA
1161
Coign Capital Advisors
Utah
$658K +$8.92K +31 +1%
VI
1162
Versor Investments
New York
$658K +$654K +2,271 New
TSW
1163
Thompson Siegel & Walmsley
Virginia
$651K -$1.15K -4 -0.2%
MFA
1164
Mayflower Financial Advisors
Massachusetts
$651K +$29.6K +103 +5%
BB
1165
Bell Bank
North Dakota
$645K
GSC
1166
G&S Capital
Colorado
$644K -$16.7K -58 -3%
MMHP
1167
Murphy Middleton Hinkle & Parker
Georgia
$643K
EWA
1168
Encompass Wealth Advisors
Oregon
$639K +$576 +2 +0.1%
SGK
1169
Steigerwald Gordon & Koch
Virginia
$637K -$2.88K -10 -0.5%
BSTWA
1170
Blake Schutter Theil Wealth Advisors
Ohio
$634K
GC
1171
Grimes & Company
Massachusetts
$633K +$71.4K +248 +13%
AC
1172
AlphaCore Capital
California
$632K +$155K +538 +33%
AT
1173
American Trust
Kentucky
$630K -$62.7K -218 -9%
FCCM
1174
First City Capital Management
Georgia
$629K -$4.6K -16 -0.7%
DIM
1175
Delta Investment Management
California
$629K +$10.4K +36 +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.