1,891 hedge funds and large institutions have $96.9B invested in Chubb in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 749 increasing their positions, 716 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,891
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$420M
Puts
$275M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1226
Pinnacle Wealth Planning Services
Ohio
$516K
TFP
1227
Tilia Fiduciary Partners
North Carolina
$514K
OHIS
1228
Oak Harvest Investment Services
Texas
$513K
ICP
1229
Interchange Capital Partners
Pennsylvania
$512K
MWM
1230
Modera Wealth Management
New Jersey
$508K
AA
1231
Advisory Alpha
Michigan
$508K
GWP
1232
Gen-Wealth Partners
Michigan
$508K
Bank Julius Baer & Co
1233
Bank Julius Baer & Co
Switzerland
$508K
GF
1234
Gries Financial
Ohio
$506K
MWM
1235
Moran Wealth Management
Florida
$505K
HCM
1236
HMS Capital Management
Tennessee
$504K
CPWA
1237
Cerro Pacific Wealth Advisors
California
$502K
AA
1238
Alta Advisers
United Kingdom
$501K
CFA
1239
CWS Financial Advisors
Michigan
$501K
GS
1240
GTS Securities
New York
$501K
LAM
1241
L2 Asset Management
Massachusetts
$500K
PWMAG
1242
Pinnacle Wealth Management Advisory Group
New Jersey
$499K
SWP
1243
Strategic Wealth Partners
Ohio
$496K
NA
1244
Nordwand Advisors
Pennsylvania
$496K
1IA
1245
1834 Investment Advisors
Wisconsin
$495K
LAI
1246
Legal Advantage Investments
California
$494K
FSC
1247
Full Sail Capital
Oklahoma
$493K
AWE
1248
Avidian Wealth Enterprises
Texas
$491K
GIM
1249
Goelzer Investment Management
Indiana
$491K
TBA
1250
Tower Bridge Advisors
Pennsylvania
$490K