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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
WEG
1301
World Equity Group
Illinois
$457K -$3.74K -13 -0.8%
BONH
1302
Bank of New Hampshire
New Hampshire
$457K
4WM
1303
44 Wealth Management
Oregon
$455K +$21.9K +76 +5%
ICP
1304
Interchange Capital Partners
Pennsylvania
$454K +$39.7K +138 +10%
SAM
1305
Sawgrass Asset Management
Florida
$453K +$35.1K +122 +8%
Bank Julius Baer & Co
1306
Bank Julius Baer & Co
Switzerland
$452K +$1.15K +4 +0.3%
EI
1307
Ellevest Inc
New York
$452K -$14.7K -51 -3%
LW
1308
Linscomb Wealth
Texas
$450K -$47.5K -165 -10%
BFA
1309
Brown Financial Advisors
Ohio
$448K -$9.21K -32 -2%
CI Investments Inc
1310
CI Investments Inc
Ontario, Canada
$448K -$7.05M -24,508 -94%
HBCM
1311
Heron Bay Capital Management
Michigan
$448K
PAM
1312
Palisade Asset Management
Minnesota
$446K
BAM
1313
Broyhill Asset Management
North Carolina
$445K
FFN
1314
Focus Financial Network
Minnesota
$442K +$71.7K +249 +20%
PCMN
1315
Paradigm Capital Management (Nevada)
Nevada
$440K +$14.4K +50 +3%
HVIA
1316
Hudson Valley Investment Advisors
New York
$439K +$10.1K +35 +2%
MWS
1317
MFA Wealth Services
California
$439K -$1.73K -6 -0.4%
IA
1318
IFC Advisors
California
$438K +$576 +2 +0.1%
RGC
1319
Roberts, Glore & Co
Illinois
$438K +$1.44K +5 +0.3%
SAM
1320
Steinberg Asset Management
New York
$436K
AF
1321
Alerus Financial
North Dakota
$433K -$8.35K -29 -2%
TFA
1322
Transamerica Financial Advisors
Florida
$433K +$15.5K +54 +4%
QWP
1323
Quotient Wealth Partners
Texas
$433K +$21K +73 +5%
3IP
1324
3Chopt Investment Partners
Virginia
$432K +$204K +710 +91%
MM
1325
MQS Management
New York
$428K +$426K +1,479 New

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.