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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
SS
1226
Sunbelt Securities
Texas
$530K +$254K +923 +97%
HIA
1227
Harbor Investment Advisory
Maryland
$529K -$58.6K -213 -10%
FWP
1228
Firethorn Wealth Partners
Georgia
$528K +$24.5K +89 +5%
CG
1229
Curat Global
New Hampshire
$526K
BFO
1230
Boston Family Office
Massachusetts
$526K +$11K +40 +2%
BWP
1231
BSW Wealth Partners
Colorado
$526K -$550 -2 -0.1%
HC
1232
Hara Capital
Washington
$526K
ABC
1233
Associated Banc-Corp
Wisconsin
$523K +$39.4K +143 +8%
VPF
1234
Vantage Point Financial
Illinois
$521K -$8.81K -32 -2%
CT
1235
Clearstead Trust
Maine
$521K +$275 +1 +0.1%
CGL
1236
Clarius Group LLC
Washington
$518K -$313K -1,139 -38%
PWPS
1237
Pinnacle Wealth Planning Services
Ohio
$516K +$11.3K +41 +2%
TFP
1238
Tilia Fiduciary Partners
North Carolina
$514K -$165K -598 -25%
OHIS
1239
Oak Harvest Investment Services
Texas
$513K
ICP
1240
Interchange Capital Partners
Pennsylvania
$512K +$68.5K +249 +16%
MWM
1241
Modera Wealth Management
New Jersey
$508K +$1.38K +5 +0.3%
AA
1242
Advisory Alpha
Michigan
$508K +$61.4K +223 +14%
GWP
1243
Gen-Wealth Partners
Michigan
$508K -$27.2K -99 -5%
Bank Julius Baer & Co
1244
Bank Julius Baer & Co
Switzerland
$508K +$65.5K +238 +15%
PPG
1245
Peak Planning Group
Colorado
$507K -$12.1K -44 -2%
GF
1246
Gries Financial
Ohio
$506K +$36.3K +132 +8%
MWM
1247
Moran Wealth Management
Florida
$505K +$492K +1,788 New
HCM
1248
HMS Capital Management
Tennessee
$504K -$163K -591 -25%
TCM
1249
Tributary Capital Management
Nebraska
$504K -$23.4K -85 -5%
CPWA
1250
Cerro Pacific Wealth Advisors
California
$502K -$75.7K -275 -13%

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.