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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
CTC
1201
Cetera Trust Company
Minnesota
$594K +$11.5K +40 +2%
RA
1202
RFG Advisory
Alabama
$593K -$182K -634 -24%
VFIC
1203
Valley Forge Investment Consultants
Pennsylvania
$589K
APG
1204
Abacus Planning Group
South Carolina
$589K +$88.9K +309 +18%
FRM
1205
Foundation Resource Management
Arkansas
$587K
LSWP
1206
Liberty Square Wealth Partners
Pennsylvania
$585K
MCM
1207
Manchester Capital Management
Vermont
$585K +$76.3K +265 +15%
SM
1208
Southport Management
Wyoming
$579K +$288K +1,000 +100%
SW
1209
Simplicity Wealth
New Jersey
$577K +$379K +1,316 +195%
CFFP
1210
Center for Financial Planning
Michigan
$574K +$9.21K +32 +2%
AG
1211
AlTi Global
New York
$573K +$4.6K +16 +0.8%
RCA
1212
Resonant Capital Advisors
Wisconsin
$572K +$34.2K +119 +6%
FI
1213
Fosun International
China
$566K
CCB
1214
Country Club Bank
Missouri
$563K +$26.2K +91 +5%
1WA
1215
180 Wealth Advisors
Washington
$563K -$49.5K -172 -8%
PP
1216
Patron Partners
Texas
$560K +$23.9K +83 +4%
CSPIA
1217
Cary Street Partners Investment Advisory
Virginia
$559K +$69.9K +243 +14%
CWM
1218
Challenger Wealth Management
California
$555K +$29.4K +102 +6%
ATPW
1219
Ashton Thomas Private Wealth
Arizona
$554K +$62.4K +217 +13%
GIA
1220
Gladstone Institutional Advisory
Florida
$554K -$21.6K -75 -4%
SPA
1221
Shore Point Advisors
New Jersey
$553K +$288 +1 +0.1%
GWP
1222
Gen-Wealth Partners
Michigan
$550K -$28.5K -99 -5%
RW
1223
Rede Wealth
Virginia
$550K +$288 +1 +0.1%
RIL
1224
Rothschild Investment LLC
Illinois
$547K -$24.2K -84 -4%
BAM
1225
Belpointe Asset Management
Nevada
$546K -$18.1K -63 -3%

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.