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1,919 hedge funds and large institutions have $97.1B invested in Chubb in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 762 increasing their positions, 726 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $420M | Put options by funds: $275M

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

5% more repeat investments, than reductions

Existing positions increased: 762 | Existing positions reduced: 726

1% less first-time investments, than exits

New positions opened: 134 | Existing positions closed: 135

2% less funds holding

Funds holding: 1,9511,919 (-32)

2.53% less ownership

Funds ownership: 88.8%86.27% (-2.5%)

6% less capital invested

Capital invested by funds: $103B → $97.1B (-$6.23B)

Holders
1,919
Holders Change
-32
Holders Change %
-1.64%
% of All Funds
25.18%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
134
Increased
762
Reduced
726
Closed
135
Calls
$420M
Puts
$275M
Net Calls
+$145M
Net Calls Change
+$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1326
Westfuller Advisors
New York
$419K +$407K +1,480 New
CIEC
1327
Crédit Industriel et Commercial
France
$419K +$408K +1,483 New
LWP
1328
LeClair Wealth Partners
Ohio
$418K +$103K +373 +34%
HVIA
1329
Hudson Valley Investment Advisors
New York
$418K -$9.63K -35 -2%
AP
1330
Americana Partners
Texas
$415K -$224K -814 -36%
TA
1331
Tectonic Advisors
Texas
$413K +$1.38K +5 +0.3%
SWM
1332
Spire Wealth Management
Virginia
$412K -$42.9K -156 -10%
Empower Advisory Group
1333
Empower Advisory Group
Colorado
$412K +$44.6K +162 +13%
3IP
1334
3Chopt Investment Partners
Virginia
$411K -$9.63K -35 -2%
IAN
1335
Integrated Advisors Network
Texas
$409K -$2.48K -9 -0.6%
UF
1336
Univest Financial
Pennsylvania
$409K
RA
1337
RFG Advisory
Alabama
$408K -$166K -603 -29%
IRP
1338
Investment Research Partners
Pennsylvania
$403K +$399K +1,448 New
CCA
1339
Cobblestone Capital Advisors
New York
$402K -$98.3K -357 -20%
FM
1340
Family Management
New York
$402K
FMWA
1341
Forvis Mazars Wealth Advisors
Missouri
$401K -$5.23K -19 -1%
AIFAIM
1342
American Institute for Advanced Investment Management
Arizona
$401K -$55K -200 -13%
ST
1343
Smithfield Trust
Pennsylvania
$399K
DP
1344
Dearborn Partners
Illinois
$396K +$34.7K +126 +10%
CA
1345
Carson Advisory
Georgia
$395K +$3.58K +13 +0.9%
QWP
1346
Quotient Wealth Partners
Texas
$394K -$26.7K -97 -6%
CWA
1347
Clearview Wealth Advisors
Oregon
$394K -$10.5K -38 -3%
RIA
1348
Regal Investment Advisors
Michigan
$394K +$58.3K +212 +18%
WCM
1349
Weik Capital Management
Pennsylvania
$394K
PFWA
1350
Paces Ferry Wealth Advisors
Georgia
$392K -$1.65K -6 -0.4%

CB Hedge Fund Activity: Q3 2025 in Review

1,919 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2025, worth a combined $97.1B — down 6% from $103B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of CB and 134 opened new positions — a net loss of 1 holder — while 726 trimmed existing stakes and 762 added.

The largest buyer was Berkshire Hathaway, adding an estimated $1.18B. The largest seller was UBS AM, exiting entirely with an estimated $898M sold.

  • 1,919 institutional investors held Chubb (CB) as of Q3 2025, down from 1,951 in Q2 2025.
  • Funds reported $97.1B of Chubb stock for Q3 2025, down 6% quarter-over-quarter.
  • 134 funds opened new Chubb positions in Q3 2025 and 135 closed out, a net change of -1 holder.
  • The largest Chubb buyer in Q3 2025 was Berkshire Hathaway, an estimated $1.18B added.
  • The largest Chubb seller in Q3 2025 was UBS AM, an estimated $898M sold.

Based on aggregated 13F filings for Q3 2025.