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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 %
CPA
1176
Cardiff Park Advisors
California
$597K +$81.7K +282 +16%
CPWA
1177
Cerro Pacific Wealth Advisors
California
$595K -$80.6K -278 -12%
SFS
1178
Strategic Financial Services
New York
$594K – – –
BI
1179
Bolthouse Investments
California
$594K – – –
CTC
1180
Cetera Trust Company
Minnesota
$594K +$11.6K +40 +2%
RA
1181
RFG Advisory
Alabama
$593K -$184K -634 -24%
VFIC
1182
Valley Forge Investment Consultants
Pennsylvania
$589K – – –
APG
1183
Abacus Planning Group
South Carolina
$589K +$89.5K +309 +18%
FRM
1184
Foundation Resource Management
Arkansas
$587K – – –
LSWP
1185
Liberty Square Wealth Partners
Pennsylvania
$585K – – –
MCM
1186
Manchester Capital Management
Vermont
$585K +$76.8K +265 +15%
SM
1187
Southport Management
Wyoming
$579K +$290K +1,000 +100%
SW
1188
Simplicity Wealth
New Jersey
$577K +$381K +1,316 +195%
CFFP
1189
Center for Financial Planning
Michigan
$574K +$9.27K +32 +2%
AG
1190
AlTi Global
New York
$573K +$4.65K +16 +0.8%
RCA
1191
Resonant Capital Advisors
Wisconsin
$572K +$34.6K +119 +6%
FI
1192
Fosun International
China
$566K – – –
CCB
1193
Country Club Bank
Missouri
$563K +$25.9K +91 +5%
1WA
1194
180 Wealth Advisors
Washington
$563K -$49.8K -172 -8%
PP
1195
Patron Partners
Texas
$560K +$24K +83 +4%
CSPIA
1196
Cary Street Partners Investment Advisory
Virginia
$559K +$70.4K +243 +14%
CWM
1197
Challenger Wealth Management
California
$555K +$29.6K +102 +6%
ATPW
1198
Ashton Thomas Private Wealth
Arizona
$554K +$63.1K +217 +13%
GIA
1199
Gladstone Institutional Advisory
Florida
$554K -$21.7K -75 -4%
SPA
1200
Shore Point Advisors
New Jersey
$553K +$290 +1 +0.1%
46 47
48
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