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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
BCM
1176
Brookstone Capital Management
Illinois
$626K +$235K +815 +61%
EFG
1177
Everhart Financial Group
Ohio
$623K +$51.8K +180 +9%
TPI
1178
Trust Point Inc
Wisconsin
$622K +$276K +960 +81%
PMSA
1179
Patrick M. Sweeney & Associates
Illinois
$617K +$15.8K +55 +3%
TWP
1180
Triad Wealth Partners
Kansas
$616K +$612K +2,127 New
YP
1181
YANKCOM Partnership
South Dakota
$616K +$14.7K +51 +2%
BWM
1182
Baron Wealth Management
Michigan
$614K +$15K +52 +3%
CAM
1183
Cidel Asset Management
Ontario, Canada
$614K -$19.9K -69 -3%
PK
1184
Pflug Koory
Nebraska
$614K +$75.7K +263 +14%
SVWAG
1185
Sound View Wealth Advisors Group
Georgia
$613K +$62.4K +217 +11%
SCA
1186
Sandy Cove Advisors
Massachusetts
$611K +$863 +3 +0.1%
GWM
1187
Graybill Wealth Management
Illinois
$611K
CFM
1188
Catalyst Funds Management
Australia
$608K +$138K +480 +30%
AWA
1189
Aaron Wealth Advisors
Illinois
$605K +$58.1K +202 +11%
IFG
1190
Independent Financial Group
California
$605K +$863 +3 +0.1%
HIA
1191
Harbor Investment Advisory
Maryland
$605K +$7.77K +27 +1%
FDCP
1192
Foster Dykema Cabot & Partners
Massachusetts
$603K +$95K +330 +19%
EGA
1193
E&G Advisors
Texas
$603K
GXJ
1194
Global X Japan
Japan
$601K -$56.1K -195 -9%
CS
1195
Crescent Sterling
Louisiana
$598K +$195K +678 +49%
SAG
1196
SageView Advisory Group
California
$597K +$646K +2,244 New
CPA
1197
Cardiff Park Advisors
California
$597K +$81.2K +282 +16%
CPWA
1198
Cerro Pacific Wealth Advisors
California
$595K -$80K -278 -12%
BI
1199
Bolthouse Investments
California
$594K
SFS
1200
Strategic Financial Services
New York
$594K

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.