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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
FF
1151
Farrell Financial
New York
$650K +$2.2K +8 +0.3%
MIC
1152
Means Investment Company
Maine
$649K +$275 +1 +0%
SAG
1153
SageView Advisory Group
California
$648K +$14.6K +53 +2%
CIA
1154
Covington Investment Advisors
Pennsylvania
$645K +$629K +2,284 New
WKWM
1155
Walter & Keenan Wealth Management
Indiana
$642K -$539K -1,959 -46%
IIC
1156
Ironwood Investment Counsel
Arizona
$641K -$40.5K -147 -6%
GXJ
1157
Global X Japan
Japan
$641K +$53.9K +196 +9%
RCA
1158
Resonant Capital Advisors
Wisconsin
$635K +$76K +276 +14%
FB
1159
Fulton Bank
Pennsylvania
$633K -$276K -1,002 -31%
GSC
1160
G&S Capital
Colorado
$631K +$4.13K +15 +0.7%
PMSA
1161
Patrick M. Sweeney & Associates
Illinois
$631K +$16.5K +60 +3%
PL
1162
Plancorp LLC
Missouri
$629K -$158K -575 -21%
TSW
1163
Thompson Siegel & Walmsley
Virginia
$627K -$6.88K -25 -1%
AWM
1164
Axxcess Wealth Management
California
$626K -$37.7K -137 -6%
EWA
1165
Encompass Wealth Advisors
Oregon
$623K
GC
1166
Grimes & Company
Massachusetts
$622K +$5.23K +19 +0.9%
YP
1167
YANKCOM Partnership
South Dakota
$622K +$21.2K +77 +4%
SFC
1168
SYM Financial Corp
Indiana
$620K +$102K +371 +20%
BSTWA
1169
Blake Schutter Theil Wealth Advisors
Ohio
$618K
DIM
1170
Delta Investment Management
California
$617K +$4.4K +16 +0.7%
WA
1171
Waddell & Associates
Tennessee
$613K +$248K +900 +71%
RFA
1172
Resurgent Financial Advisors
Georgia
$611K -$50.6K -184 -8%
SGK
1173
Steigerwald Gordon & Koch
Virginia
$608K -$12.1K -44 -2%
FCCM
1174
First City Capital Management
Georgia
$607K -$6.05K -22 -1%
PK
1175
Pflug Koory
Nebraska
$606K +$7.71K +28 +1%

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.