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
KCM
1376
Kathmere Capital Management
Pennsylvania
$369K
WA
1377
Waddell & Associates
Tennessee
$368K
BAAM
1378
Baker Avenue Asset Management
California
$364K
TAM
1379
Titleist Asset Management
Texas
$363K
WC
1380
Wynn Capital
Georgia
$362K
SA
1381
Sicart Associates
New York
$362K
QWM
1382
Quaker Wealth Management
New Jersey
$361K
NSB
1383
Norway Savings Bank
Maine
$360K
SCM
1384
Sterling Capital Management
North Carolina
$360K
SW
1385
StrongBox Wealth
Missouri
$360K
GWM
1386
Gitterman Wealth Management
New Jersey
$360K
PWMG
1387
Prestige Wealth Management Group
New Jersey
$359K
SLG
1388
Stanley-Laman Group
Pennsylvania
$358K
GS
1389
GTS Securities
New York
$357K
KAS
1390
KPP Advisory Services
Kentucky
$356K
MLL
1391
Moody Lynn & Lieberson
Massachusetts
$356K
PEA
1392
Park Edge Advisors
Ohio
$355K
NAS
1393
NWF Advisory Services
California
$354K
ECM
1394
Elgethun Capital Management
South Dakota
$353K
BHBT
1395
Burke & Herbert Bank & Trust
Virginia
$350K
PA
1396
Promethium Advisors
Maryland
$350K
DWS
1397
Discipline Wealth Solutions
South Carolina
$349K
EWM
1398
Empirical Wealth Management
Washington
$349K
WE
1399
Wealth Effects
Massachusetts
$349K
MP
1400
Moment Partners
California
$349K