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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
NWM
1401
Northwest Wealth Management
Iowa
$347K +$339K +1,231 New
MP
1402
Moment Partners
California
$347K +$7.43K +27 +2%
EWM
1403
Empirical Wealth Management
Washington
$347K +$6.33K +23 +2%
MLL
1404
Moody Lynn & Lieberson
Massachusetts
$346K -$550 -2 -0.2%
PCWA
1405
Pacific Capital Wealth Advisors
California
$346K +$6.33K +23 +2%
KA
1406
Klingman & Associates
New York
$345K -$18.2K -66 -5%
PEA
1407
Park Edge Advisors
Ohio
$345K
ECM
1408
Elgethun Capital Management
South Dakota
$345K
BC
1409
Broadwater Capital
Massachusetts
$344K -$96.9M -352,238 -100%
SA
1410
Sovran Advisors
California
$344K +$340K +1,237 New
MNBTD
1411
Moody National Bank Trust Division
Texas
$343K +$335K +1,217 New
PA
1412
Promethium Advisors
Maryland
$341K
KAS
1413
KPP Advisory Services
Kentucky
$341K -$6.33K -23 -2%
DWS
1414
Discipline Wealth Solutions
South Carolina
$340K
PG
1415
Proffitt & Goodson
Tennessee
$339K +$315K +1,144 +2,043%
RBWA
1416
RFG - Bristol Wealth Advisors
Massachusetts
$338K +$275 +1 +0.1%
FMLI
1417
Fukoku Mutual Life Insurance
Japan
$336K
CAM
1418
Carret Asset Management
New York
$336K
MHC
1419
May Hill Capital
Massachusetts
$336K +$61.1K +222 +23%
ACP
1420
Argyle Capital Partners
California
$335K
SFA
1421
Souders Financial Advisors
Ohio
$332K +$42.4K +154 +15%
RIP
1422
Reliant Investment Partners
North Carolina
$329K
SWA
1423
Sax Wealth Advisors
New Jersey
$329K -$3.85K -14 -1%
EA
1424
Everpar Advisors
Oklahoma
$328K +$38.3K +139 +14%
OWA
1425
Octavia Wealth Advisors
Ohio
$328K -$275 -1 -0.1%

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.