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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
DL
1351
DOHJ LLC
Washington
$401K +$405K +1,408 New
DAS
1352
Diversify Advisory Services
Utah
$400K +$198K +688 +87%
UFF
1353
USA Financial Formulas
Michigan
$400K +$1.15K +4 +0.3%
SAI
1354
Savvy Advisors Inc
New York
$400K +$88.1K +306 +28%
SAM
1355
Strategy Asset Managers
California
$399K +$11.2K +39 +3%
BA
1356
Bridgewater Advisors
New York
$398K -$2.3K -8 -0.5%
FFA
1357
Florida Financial Advisors
Florida
$398K -$41.7K -145 -10%
PCA
1358
Purkiss Capital Advisors
Connecticut
$394K +$392K +1,361 New
WWC
1359
Waypoint Wealth Counsel
Georgia
$393K +$390K +1,356 New
SOW
1360
State of Wyoming
Wyoming
$393K -$50.1K -174 -11%
1C
1361
111 Capital
France
$393K +$390K +1,355 New
DWM
1362
Drive Wealth Management
Utah
$392K +$17K +59 +5%
VC
1363
Vicus Capital
Pennsylvania
$391K -$32.8K -114 -8%
HTHT
1364
Hemenway Trust Hemenway Trust
New Hampshire
$390K -$2.88K -10 -0.7%
CC
1365
Courier Capital
New York
$389K
NFA
1366
Northern Financial Advisors
Michigan
$388K -$11.2K -39 -3%
BWP
1367
Burling Wealth Partners
Illinois
$388K -$10.1K -35 -3%
BG
1368
Bollard Group
Massachusetts
$388K +$14.4K +50 +4%
SIM
1369
Stratos Investment Management
Ohio
$387K +$4.32K +15 +1%
MAWA
1370
Moss Adams Wealth Advisors
Washington
$386K +$64.7K +225 +20%
PCH
1371
PGIM Custom Harvest
New Jersey
$385K +$5.18K +18 +1%
TWP
1372
Tyche Wealth Partners
Texas
$384K
AL
1373
Aspiriant LLC
California
$384K +$143K +498 +60%
RCM
1374
RMR Capital Management
California
$384K
VWWMG
1375
Vermillion & White Wealth Management Group
Pennsylvania
$384K +$13.8K +48 +4%

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.