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
TFA
1376
Transamerica Financial Advisors
Florida
$367K -$53.7K -195 -13%
NFA
1377
Northern Financial Advisors
Michigan
$366K -$12.4K -45 -3%
OAM
1378
Oxford Asset Management
United Kingdom
$362K +$353K +1,284 New
SA
1379
Strategic Advisors
New York
$362K -$9.63K -35 -3%
CA
1380
Cornerstone Advisory
Maryland
$362K +$1.38K +5 +0.4%
BAWM
1381
Bennett Associates Wealth Management
Pennsylvania
$359K +$350K +1,273 New
MAM
1382
Mainsail Asset Management
Alabama
$358K +$349K +1,267 New
MAWA
1383
Moss Adams Wealth Advisors
Washington
$357K -$17.9K -65 -5%
BPC
1384
Banque Pictet & Cie
Switzerland
$357K -$110K -400 -24%
SPC
1385
Spirepoint Private Client
Florida
$357K +$21.7K +79 +7%
KCM
1386
Kathmere Capital Management
Pennsylvania
$356K -$3.03K -11 -0.9%
TAM
1387
Titleist Asset Management
Texas
$356K +$2.48K +9 +0.7%
VC
1388
Vicus Capital
Pennsylvania
$354K -$26.7K -97 -7%
WC
1389
Wynn Capital
Georgia
$353K
ST
1390
Sentinel Trust
Texas
$353K -$125K -455 -27%
BWP
1391
Burling Wealth Partners
Illinois
$353K -$24.8K -90 -7%
SIM
1392
Stratos Investment Management
Ohio
$352K -$24.8K -90 -7%
QWM
1393
Quaker Wealth Management
New Jersey
$352K
PCP
1394
Proficio Capital Partners
Massachusetts
$352K -$433K -1,574 -56%
SCM
1395
Sterling Capital Management
North Carolina
$351K +$550 +2 +0.2%
PWMG
1396
Prestige Wealth Management Group
New Jersey
$351K +$826 +3 +0.2%
SOW
1397
State of Wyoming
Wyoming
$351K -$31.1K -113 -8%
NSB
1398
Norway Savings Bank
Maine
$351K
JSAM
1399
J. Safra Asset Management
New York
$351K +$32.8K +119 +11%
BWM
1400
BlackDiamond Wealth Management
New York
$350K -$10.7K -39 -3%

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.