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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
SCM
1401
Sterling Capital Management
North Carolina
$360K +$8.35K +29 +2%
SW
1402
StrongBox Wealth
Missouri
$360K +$16.4K +57 +5%
GWM
1403
Gitterman Wealth Management
New Jersey
$360K +$357K +1,241 New
PWMG
1404
Prestige Wealth Management Group
New Jersey
$359K -$51.5K -179 -13%
SLG
1405
Stanley-Laman Group
Pennsylvania
$358K +$45.8K +159 +15%
GS
1406
GTS Securities
New York
$357K -$327K -1,137 -48%
KAS
1407
KPP Advisory Services
Kentucky
$356K -$576 -2 -0.2%
MLL
1408
Moody Lynn & Lieberson
Massachusetts
$356K +$7.48K +26 +2%
PEA
1409
Park Edge Advisors
Ohio
$355K
NAS
1410
NWF Advisory Services
California
$354K +$43.5K +151 +14%
ECM
1411
Elgethun Capital Management
South Dakota
$353K
BHBT
1412
Burke & Herbert Bank & Trust
Virginia
$350K
PA
1413
Promethium Advisors
Maryland
$350K
DWS
1414
Discipline Wealth Solutions
South Carolina
$349K
EWM
1415
Empirical Wealth Management
Washington
$349K +$1.44K +5 +0.4%
WE
1416
Wealth Effects
Massachusetts
$349K -$7.19K -25 -2%
MP
1417
Moment Partners
California
$349K +$2.01K +7 +0.6%
HIP
1418
HUB Investment Partners
Texas
$348K +$65.6K +228 +23%
SC
1419
SummitTX Capital
Texas
$348K +$345K +1,200 New
RSWM
1420
Robertson Stephens Wealth Management
California
$348K -$11.8K -41 -3%
RBWA
1421
RFG - Bristol Wealth Advisors
Massachusetts
$347K +$288 +1 +0.1%
Walleye Capital
1422
Walleye Capital
New York
$345K -$41.2K -143 -11%
FMLI
1423
Fukoku Mutual Life Insurance
Japan
$345K
CAM
1424
Carret Asset Management
New York
$345K
ACP
1425
Argyle Capital Partners
California
$344K

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.