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Chubb
CB

Overview Fund Activity

1,919 hedge funds and large institutions have $102B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 811 increasing their positions, 634 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+29
Holders Change %
+1.53%
% of All Funds
25.72%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.5%
New
156
Increased
811
Reduced
634
Closed
93
Calls
$434M
Puts
$324M
Net Calls
+$111M
Net Calls Change
-$33.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$287M
2
Two Sigma Investments
Two Sigma Investments
New York
+$222M
3
Bank of America
Bank of America
North Carolina
+$149M
4
LCOV
London Company of Virginia
Virginia
+$145M
5
AGA
Altrinsic Global Advisors
Connecticut
+$129M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$1.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$765M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$589M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$296M
5
First Trust Advisors
First Trust Advisors
Illinois
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1251
Atlas Capital Advisors
Wyoming
$495K -$7.82K -27 -2%
ABC
1252
Associated Banc-Corp
Wisconsin
$495K -$7.24K -25 -1%
GIM
1253
Goelzer Investment Management
Indiana
$495K – – –
ST
1254
Sentinel Trust
Texas
$494K – – –
CIC
1255
Chilton Investment Company
Connecticut
$494K -$146K -505 -23%
BPW
1256
Bingham Private Wealth
California
$493K +$493K +1,703 New
BIG
1257
Brookwood Investment Group
Arizona
$492K +$492K +1,699 New
DI
1258
DAGCO Inc
Ohio
$491K – – –
OIS
1259
Okabena Investment Services
Minnesota
$490K – – –
SFS
1260
Sowell Financial Services
Arkansas
$489K -$145K -499 -23%
EWM
1261
Evermay Wealth Management
Virginia
$489K +$11K +38 +2%
LAM
1262
L2 Asset Management
Massachusetts
$484K +$21.4K +74 +5%
BPC
1263
Banque Pictet & Cie
Switzerland
$482K – – –
FCB
1264
First County Bank
Connecticut
$482K -$19.7K -68 -4%
GF
1265
Gries Financial
Ohio
$481K +$22K +76 +5%
PWP
1266
Phillips Wealth Planners
Mississippi
$477K +$840 +3 +0.2%
AIA
1267
AssuredPartners Investment Advisors
Florida
$477K -$921K -3,180 -66%
PSP
1268
Principal Street Partners
Tennessee
$470K +$235K +811 +100%
EBWM
1269
Eagle Bluffs Wealth Management
Missouri
$470K +$872 +3 +0.2%
SWM
1270
Spire Wealth Management
Virginia
$468K -$170K -588 -27%
BCP
1271
Berkeley Capital Partners
Georgia
$466K -$13.3K -46 -3%
SWM
1272
Salvus Wealth Management
New Jersey
$466K +$466K +1,608 New
AIFAIM
1273
American Institute for Advanced Investment Management
Arizona
$465K +$28.1K +95 +6%
RWM
1274
Revisor Wealth Management
Ohio
$464K -$9.84K -35 -2%
GIA
1275
Gateway Investment Advisers
Ohio
$462K -$9.56K -33 -2%
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