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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
WA
1251
Wambolt & Associates
Colorado
$520K +$5.75K +20 +1%
IPAM
1252
Investment Partners Asset Management
New Jersey
$518K +$83.5K +290 +19%
PWPS
1253
Pinnacle Wealth Planning Services
Ohio
$518K -$5.75K -20 -1%
HSA
1254
HBK Sorce Advisory
Pennsylvania
$517K +$83.7K +291 +19%
CCA
1255
Cobblestone Capital Advisors
New York
$517K
FWP
1256
Firethorn Wealth Partners
Georgia
$516K +$83.2K +289 +19%
PWMAG
1257
Pinnacle Wealth Management Advisory Group
New Jersey
$516K -$14.1K -49 -3%
AA
1258
Alta Advisers
United Kingdom
$515K
PCM
1259
Pointe Capital Management
Michigan
$514K
PIP
1260
Peachtree Investment Partners
Florida
$509K +$312K +1,085 +161%
LAI
1261
Legal Advantage Investments
California
$507K
SPWG
1262
Sage Private Wealth Group
Illinois
$507K +$39.7K +138 +9%
SIA
1263
Soltis Investment Advisors
Utah
$503K +$86.9K +302 +21%
TBA
1264
Tower Bridge Advisors
Pennsylvania
$503K
AWE
1265
Avidian Wealth Enterprises
Texas
$502K +$24.5K +85 +5%
EFA
1266
Evernest Financial Advisors
Indiana
$500K +$162K +564 +49%
EARNEST Partners
1267
EARNEST Partners
Georgia
$499K +$85.8K +298 +21%
IBOK
1268
Independence Bank of Kentucky
Kentucky
$497K -$70.2K -244 -12%
AGP
1269
Aspire Growth Partners
Florida
$497K -$3.17K -11 -0.6%
FCA
1270
FLC Capital Advisors
California
$497K +$863 +3 +0.2%
WIA
1271
Wetzel Investment Advisors
Indiana
$496K -$39.7K -138 -7%
CWA
1272
Crux Wealth Advisors
California
$496K -$581K -2,019 -54%
ACA
1273
Atlas Capital Advisors
Wyoming
$495K -$7.77K -27 -2%
ABC
1274
Associated Banc-Corp
Wisconsin
$495K -$7.19K -25 -1%
GIM
1275
Goelzer Investment Management
Indiana
$495K

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.