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
MWS
1301
MFA Wealth Services
California
$439K
IA
1302
IFC Advisors
California
$438K
RGC
1303
Roberts, Glore & Co
Illinois
$438K
SAM
1304
Steinberg Asset Management
New York
$436K
AF
1305
Alerus Financial
North Dakota
$433K
TFA
1306
Transamerica Financial Advisors
Florida
$433K
QWP
1307
Quotient Wealth Partners
Texas
$433K
3IP
1308
3Chopt Investment Partners
Virginia
$432K
MM
1309
MQS Management
New York
$428K
AI
1310
Atom Investors
Texas
$426K
BCA
1311
Bay Colony Advisors
Massachusetts
$424K
TA
1312
Tectonic Advisors
Texas
$422K
IAN
1313
Integrated Advisors Network
Texas
$422K
CFG
1314
Copley Financial Group
California
$422K
TCWA
1315
Turtle Creek Wealth Advisors
Texas
$422K
CFA
1316
CWS Financial Advisors
Michigan
$420K
VFA
1317
Voya Financial Advisors
Connecticut
$420K
UF
1318
Univest Financial
Pennsylvania
$420K
MYIA
1319
Mount Yale Investment Advisors
Colorado
$418K
HI
1320
Harbour Investments
Wisconsin
$417K
FMWA
1321
Forvis Mazars Wealth Advisors
Missouri
$417K
CWA
1322
Clearview Wealth Advisors
Oregon
$415K
FM
1323
Family Management
New York
$413K
CCA
1324
Childress Capital Advisors
Texas
$412K
ST
1325
Smithfield Trust
Pennsylvania
$409K