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
BG
1351
Bollard Group
Massachusetts
$388K
SIM
1352
Stratos Investment Management
Ohio
$387K
MAWA
1353
Moss Adams Wealth Advisors
Washington
$386K
PCH
1354
PGIM Custom Harvest
New Jersey
$385K
TWP
1355
Tyche Wealth Partners
Texas
$384K
AL
1356
Aspiriant LLC
California
$384K
RCM
1357
RMR Capital Management
California
$384K
VWWMG
1358
Vermillion & White Wealth Management Group
Pennsylvania
$384K
BW
1359
BostonPremier Wealth
Massachusetts
$383K
SA
1360
Strategic Advisors
New York
$382K
NAS
1361
Nicolet Advisory Services
Wisconsin
$380K
FC
1362
Forte Capital
New York
$380K
SFMG
1363
Sage Financial Management Group
Virginia
$377K
SWA
1364
SFMG Wealth Advisors
Texas
$377K
AA
1365
Armis Advisers
Georgia
$376K
Empower Advisory Group
1366
Empower Advisory Group
Colorado
$375K
PWG
1367
Portside Wealth Group
Utah
$375K
KA
1368
Klingman & Associates
New York
$374K
BTD
1369
BankPlus Trust Department
Mississippi
$373K
TWA
1370
Tandem Wealth Advisors
Arizona
$371K
NA
1371
Nordwand Advisors
Pennsylvania
$371K
FIA
1372
Foundations Investment Advisors
Arizona
$371K
CA
1373
Cornerstone Advisory
Maryland
$370K
BWM
1374
BlackDiamond Wealth Management
New York
$370K
DP
1375
Dearborn Partners
Illinois
$370K