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Chubb
CB

Overview Fund Activity

1,919 hedge funds and large institutions have $102B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 811 increasing their positions, 634 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+29
Holders Change %
+1.53%
% of All Funds
25.72%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.5%
New
156
Increased
811
Reduced
634
Closed
93
Calls
$434M
Puts
$324M
Net Calls
+$111M
Net Calls Change
-$33.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$287M
2
Two Sigma Investments
Two Sigma Investments
New York
+$222M
3
Bank of America
Bank of America
North Carolina
+$149M
4
LCOV
London Company of Virginia
Virginia
+$145M
5
AGA
Altrinsic Global Advisors
Connecticut
+$129M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$1.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$765M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$589M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$296M
5
First Trust Advisors
First Trust Advisors
Illinois
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
1351
Aspiriant LLC
California
$384K +$144K +498 +60%
RCM
1352
RMR Capital Management
California
$384K – – –
VWWMG
1353
Vermillion & White Wealth Management Group
Pennsylvania
$384K +$13.9K +48 +4%
BW
1354
BostonPremier Wealth
Massachusetts
$383K – – –
SA
1355
Strategic Advisors
New York
$382K +$1.16K +4 +0.3%
NAS
1356
Nicolet Advisory Services
Wisconsin
$380K -$7.22K -27 -2%
FC
1357
Forte Capital
New York
$380K +$116K +400 +44%
SFMG
1358
Sage Financial Management Group
Virginia
$377K – – –
SWA
1359
SFMG Wealth Advisors
Texas
$377K -$5.22K -18 -1%
AA
1360
Armis Advisers
Georgia
$376K +$376K +1,352 New
Empower Advisory Group
1361
Empower Advisory Group
Colorado
$375K -$20K -69 -5%
PWG
1362
Portside Wealth Group
Utah
$375K +$43.2K +149 +13%
KA
1363
Klingman & Associates
New York
$374K +$129K +444 +52%
BTD
1364
BankPlus Trust Department
Mississippi
$373K +$124K +428 +50%
TWA
1365
Tandem Wealth Advisors
Arizona
$371K -$44.9K -155 -11%
NA
1366
Nordwand Advisors
Pennsylvania
$371K +$371K +1,281 New
FIA
1367
Foundations Investment Advisors
Arizona
$371K +$70.1K +242 +23%
CA
1368
Cornerstone Advisory
Maryland
$370K +$7.24K +25 +2%
BWM
1369
BlackDiamond Wealth Management
New York
$370K -$25.5K -88 -6%
DP
1370
Dearborn Partners
Illinois
$370K +$370K +1,276 New
KCM
1371
Kathmere Capital Management
Pennsylvania
$369K +$126K +436 +52%
WA
1372
Waddell & Associates
Tennessee
$368K +$368K +1,270 New
BAAM
1373
Baker Avenue Asset Management
California
$364K +$38.2K +132 +12%
TAM
1374
Titleist Asset Management
Texas
$363K +$580 +2 +0.2%
WC
1375
Wynn Capital
Georgia
$362K – – –
53 54
55
56 57