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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
PCA
1201
Peddock Capital Advisors
Massachusetts
$572K -$151K -547 -21%
LSWP
1202
Liberty Square Wealth Partners
Pennsylvania
$570K
IFG
1203
Independent Financial Group
California
$567K -$21.5K -78 -4%
PP
1204
Patron Partners
Texas
$567K +$20.1K +73 +4%
EP
1205
Essential Partners
California
$566K +$239K +868 +76%
Capstone Investment Advisors
1206
Capstone Investment Advisors
New York
$566K +$304K +1,105 +123%
SVWAG
1207
Sound View Wealth Advisors Group
Georgia
$566K -$30.5K -111 -5%
CPA
1208
Capital Performance Advisors
California
$565K +$225K +817 +69%
NCM
1209
Northside Capital Management
Oregon
$563K -$206K -750 -27%
OC
1210
Oakworth Capital
Alabama
$563K +$31.4K +114 +6%
HSA
1211
HBK Sorce Advisory
Pennsylvania
$562K +$64.4K +234 +13%
CL
1212
CSS LLC
Illinois
$559K +$545K +1,980 New
CSPIA
1213
Cary Street Partners Investment Advisory
Virginia
$557K +$11.6K +42 +2%
AP
1214
Appleton Partners
Massachusetts
$553K -$185K -674 -26%
FI
1215
Fosun International
China
$552K
ALAM
1216
Asahi Life Asset Management
Japan
$549K +$535K +1,944 New
BWM
1217
Baron Wealth Management
Michigan
$548K -$49K -178 -8%
CMI
1218
Clare Market Investments
Texas
$545K +$531K +1,929 New
SCA
1219
Strathmore Capital Advisors
North Carolina
$543K -$4.68K -17 -0.9%
SPA
1220
Shore Point Advisors
New Jersey
$539K
HF
1221
HRT Financial
New York
$539K -$14.5M -52,729 -97%
HFM
1222
Hartford Funds Management
Pennsylvania
$536K +$6.33K +23 +1%
SPWG
1223
Sage Private Wealth Group
Illinois
$535K +$40.5K +147 +8%
MA
1224
MONECO Advisors
Connecticut
$532K +$2.75K +10 +0.5%
CCB
1225
Country Club Bank
Missouri
$531K -$20.6K -75 -4%

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.