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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
SCP
1176
Stamos Capital Partners
California
$605K -$133K -484 -18%
TWP
1177
Triad Wealth Partners
Kansas
$603K +$2.75K +10 +0.5%
MMHP
1178
Murphy Middleton Hinkle & Parker
Georgia
$602K
CFFP
1179
Center for Financial Planning
Michigan
$601K +$41K +149 +8%
FRM
1180
Foundation Resource Management
Arkansas
$601K +$28.6K +104 +5%
GWM
1181
Graybill Wealth Management
Illinois
$596K
WC
1182
Waterloo Capital
Texas
$595K -$76.8K -279 -12%
BEAM
1183
Baker Ellis Asset Management
Washington
$594K -$68.8K -250 -11%
RS
1184
R Squared
Hong Kong
$593K +$578K +2,100 New
SCA
1185
Sandy Cove Advisors
Massachusetts
$591K -$4.95K -18 -0.9%
BB
1186
Bell Bank
North Dakota
$588K -$38.8K -141 -6%
EGA
1187
E&G Advisors
Texas
$588K +$1.1K +4 +0.2%
CPA
1188
Cardiff Park Advisors
California
$583K +$1.93K +7 +0.3%
1WA
1189
180 Wealth Advisors
Washington
$582K +$33K +120 +6%
RI
1190
Ridgewood Investments
New Jersey
$582K +$546K +1,984 +2,544%
BAAM
1191
Baker Avenue Asset Management
California
$580K +$220K +800 +64%
CAM
1192
Cidel Asset Management
Ontario, Canada
$580K -$17.9K -65 -3%
SFS
1193
Strategic Financial Services
New York
$579K +$826 +3 +0.1%
AG
1194
AlTi Global
New York
$579K +$19.5K +71 +4%
BI
1195
Bolthouse Investments
California
$579K
CTC
1196
Cetera Trust Company
Minnesota
$579K
VFIC
1197
Valley Forge Investment Consultants
Pennsylvania
$574K
TA
1198
TKG Advisors
Indiana
$573K +$49.8K +181 +10%
GIA
1199
Gladstone Institutional Advisory
Florida
$572K +$32.2K +117 +6%
APG
1200
Abacus Planning Group
South Carolina
$572K -$1.1K -4 -0.2%

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.