We are live on ! Find out more

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
CAM
1351
Councilmark Asset Management
Tennessee
$391K
SFS
1352
Sowell Financial Services
Arkansas
$391K -$83.7K -304 -18%
DCM
1353
DGS Capital Management
New Jersey
$390K
BWCS
1354
Beirne Wealth Consulting Services
Connecticut
$390K +$378K +1,374 New
DAS
1355
Diversify Advisory Services
Utah
$389K -$22.8K -83 -6%
QL
1356
Quarry LP
New York
$386K +$376K +1,366 New
CC
1357
Courier Capital
New York
$385K +$5.5K +20 +1%
SAM
1358
Strategy Asset Managers
California
$383K -$6.05K -22 -2%
AF
1359
Alerus Financial
North Dakota
$382K -$39.6K -144 -10%
NW
1360
Naviter Wealth
Arkansas
$381K +$64.7K +235 +21%
DWM
1361
Drive Wealth Management
Utah
$380K -$2.48K -9 -0.7%
BG
1362
Bollard Group
Massachusetts
$378K
PCH
1363
PGIM Custom Harvest
New Jersey
$377K +$1.93K +7 +0.5%
HTHT
1364
Hemenway Trust Hemenway Trust
New Hampshire
$377K -$2.75K -10 -0.7%
TWP
1365
Tyche Wealth Partners
Texas
$374K
RCM
1366
RMR Capital Management
California
$374K
VWWMG
1367
Vermillion & White Wealth Management Group
Pennsylvania
$374K
BW
1368
BostonPremier Wealth
Massachusetts
$373K
AIM
1369
Advyzon Investment Management
Illinois
$372K +$42.7K +155 +13%
SWA
1370
SFMG Wealth Advisors
Texas
$370K +$2.2K +8 +0.6%
VFA
1371
Voya Financial Advisors
Connecticut
$368K -$42.7K -155 -11%
PPW
1372
Parcion Private Wealth
Washington
$368K +$109K +397 +44%
NAS
1373
Nicolet Advisory Services
Wisconsin
$367K -$41.8K -152 -11%
SFMG
1374
Sage Financial Management Group
Virginia
$367K
DA
1375
Denali Advisors
California
$367K +$358K +1,300 New

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.