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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
ST
1276
Sentinel Trust
Texas
$494K
CIC
1277
Chilton Investment Company
Connecticut
$494K -$145K -505 -23%
BPW
1278
Bingham Private Wealth
California
$493K +$490K +1,703 New
BIG
1279
Brookwood Investment Group
Arizona
$492K +$489K +1,699 New
DI
1280
DAGCO Inc
Ohio
$491K
OIS
1281
Okabena Investment Services
Minnesota
$490K
SFS
1282
Sowell Financial Services
Arkansas
$489K -$144K -499 -23%
EWM
1283
Evermay Wealth Management
Virginia
$489K +$10.9K +38 +2%
LAM
1284
L2 Asset Management
Massachusetts
$484K +$21.3K +74 +5%
BPC
1285
Banque Pictet & Cie
Switzerland
$482K
FCB
1286
First County Bank
Connecticut
$482K -$19.6K -68 -4%
GF
1287
Gries Financial
Ohio
$481K +$21.9K +76 +5%
PWP
1288
Phillips Wealth Planners
Mississippi
$477K +$863 +3 +0.2%
AIA
1289
AssuredPartners Investment Advisors
Florida
$477K -$915K -3,180 -66%
PSP
1290
Principal Street Partners
Tennessee
$470K +$233K +811 +100%
EBWM
1291
Eagle Bluffs Wealth Management
Missouri
$470K +$863 +3 +0.2%
SWM
1292
Spire Wealth Management
Virginia
$468K -$169K -588 -27%
BCP
1293
Berkeley Capital Partners
Georgia
$466K -$13.2K -46 -3%
SWM
1294
Salvus Wealth Management
New Jersey
$466K +$463K +1,608 New
AIFAIM
1295
American Institute for Advanced Investment Management
Arizona
$465K +$27.3K +95 +6%
RWM
1296
Revisor Wealth Management
Ohio
$464K -$10.1K -35 -2%
GIA
1297
Gateway Investment Advisers
Ohio
$462K -$9.5K -33 -2%
PWAM
1298
Private Wealth Asset Management
Iowa
$462K -$2.88K -10 -0.6%
AWM
1299
Angeles Wealth Management
California
$462K +$67.9K +236 +17%
AA
1300
Advisory Alpha
Michigan
$459K -$863 -3 -0.2%

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.