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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
BW
1376
BostonPremier Wealth
Massachusetts
$383K
SA
1377
Strategic Advisors
New York
$382K +$1.15K +4 +0.3%
NAS
1378
Nicolet Advisory Services
Wisconsin
$380K -$7.77K -27 -2%
FC
1379
Forte Capital
New York
$380K +$115K +400 +44%
SFMG
1380
Sage Financial Management Group
Virginia
$377K
SWA
1381
SFMG Wealth Advisors
Texas
$377K -$5.18K -18 -1%
AA
1382
Armis Advisers
Georgia
$376K +$389K +1,352 New
Empower Advisory Group
1383
Empower Advisory Group
Colorado
$375K -$19.9K -69 -5%
PWG
1384
Portside Wealth Group
Utah
$375K +$42.9K +149 +13%
KA
1385
Klingman & Associates
New York
$374K +$128K +444 +52%
BTD
1386
BankPlus Trust Department
Mississippi
$373K +$123K +428 +50%
TWA
1387
Tandem Wealth Advisors
Arizona
$371K -$44.6K -155 -11%
NA
1388
Nordwand Advisors
Pennsylvania
$371K +$369K +1,281 New
FIA
1389
Foundations Investment Advisors
Arizona
$371K +$69.6K +242 +23%
CA
1390
Cornerstone Advisory
Maryland
$370K +$7.19K +25 +2%
BWM
1391
BlackDiamond Wealth Management
New York
$370K -$25.3K -88 -6%
DP
1392
Dearborn Partners
Illinois
$370K +$367K +1,276 New
KCM
1393
Kathmere Capital Management
Pennsylvania
$369K +$125K +436 +52%
WA
1394
Waddell & Associates
Tennessee
$368K +$365K +1,270 New
BAAM
1395
Baker Avenue Asset Management
California
$364K +$38K +132 +12%
TAM
1396
Titleist Asset Management
Texas
$363K +$576 +2 +0.2%
WC
1397
Wynn Capital
Georgia
$362K
SA
1398
Sicart Associates
New York
$362K -$40.3K -140 -10%
QWM
1399
Quaker Wealth Management
New Jersey
$361K +$359K +1,247 New
NSB
1400
Norway Savings Bank
Maine
$360K

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.