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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
AI
1326
Atom Investors
Texas
$426K +$424K +1,472 New
BCA
1327
Bay Colony Advisors
Massachusetts
$424K +$288 +1 +0.1%
TA
1328
Tectonic Advisors
Texas
$422K +$1.15K +4 +0.3%
IAN
1329
Integrated Advisors Network
Texas
$422K +$131K +455 +45%
CFG
1330
Copley Financial Group
California
$422K -$44K -153 -10%
TCWA
1331
Turtle Creek Wealth Advisors
Texas
$422K +$419K +1,456 New
CFA
1332
CWS Financial Advisors
Michigan
$420K +$158K +548 +61%
VFA
1333
Voya Financial Advisors
Connecticut
$420K -$18.1K -63 -4%
UF
1334
Univest Financial
Pennsylvania
$420K
MYIA
1335
Mount Yale Investment Advisors
Colorado
$418K -$17.6K -61 -4%
HI
1336
Harbour Investments
Wisconsin
$417K -$27.6K -96 -6%
FMWA
1337
Forvis Mazars Wealth Advisors
Missouri
$417K +$414K +1,439 New
CWA
1338
Clearview Wealth Advisors
Oregon
$415K -$1.73K -6 -0.4%
FM
1339
Family Management
New York
$413K +$4.03K +14 +1%
CCA
1340
Childress Capital Advisors
Texas
$412K +$50.9K +177 +14%
ST
1341
Smithfield Trust
Pennsylvania
$409K
IGGA
1342
Iron Gate Global Advisors
Utah
$408K +$404K +1,405 New
ACGA
1343
Atlanta Consulting Group Advisors
Georgia
$405K
FIM
1344
Freedom Investment Management
Connecticut
$404K -$93K -323 -19%
WCM
1345
Weik Capital Management
Pennsylvania
$404K
PFWA
1346
Paces Ferry Wealth Advisors
Georgia
$404K -$11.5K -40 -3%
SCP
1347
Sivia Capital Partners
California
$403K +$50.4K +175 +14%
CA
1348
Carson Advisory
Georgia
$402K +$2.3K +8 +0.6%
CAM
1349
Councilmark Asset Management
Tennessee
$402K
DCM
1350
DGS Capital Management
New Jersey
$401K +$22.7K +79 +6%

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.