1,930 hedge funds and large institutions have $103B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 815 increasing their positions, 639 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $107B → $103B (-$4.31B)

1.57% less ownership

Funds ownership: 90.04%88.47% (-1.6%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,930
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$434M
Puts
$324M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1251
Independence Bank of Kentucky
Kentucky
$497K
AGP
1252
Aspire Growth Partners
Florida
$497K
FCA
1253
FLC Capital Advisors
California
$497K
WIA
1254
Wetzel Investment Advisors
Indiana
$496K
CWA
1255
Crux Wealth Advisors
California
$496K
ACA
1256
Atlas Capital Advisors
Wyoming
$495K
ABC
1257
Associated Banc-Corp
Wisconsin
$495K
GIM
1258
Goelzer Investment Management
Indiana
$495K
ST
1259
Sentinel Trust
Texas
$494K
CIC
1260
Chilton Investment Company
Connecticut
$494K
BPW
1261
Bingham Private Wealth
California
$493K
BIG
1262
Brookwood Investment Group
Arizona
$492K
DI
1263
DAGCO Inc
Ohio
$491K
OIS
1264
Okabena Investment Services
Minnesota
$490K
SFS
1265
Sowell Financial Services
Arkansas
$489K
EWM
1266
Evermay Wealth Management
Virginia
$489K
LAM
1267
L2 Asset Management
Massachusetts
$484K
BPC
1268
Banque Pictet & Cie
Switzerland
$482K
FCB
1269
First County Bank
Connecticut
$482K
GF
1270
Gries Financial
Ohio
$481K
PWP
1271
Phillips Wealth Planners
Mississippi
$477K
AIA
1272
AssuredPartners Investment Advisors
Florida
$477K
PSP
1273
Principal Street Partners
Tennessee
$470K
EBWM
1274
Eagle Bluffs Wealth Management
Missouri
$470K
SWM
1275
Spire Wealth Management
Virginia
$468K