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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
SPC
1426
Spirepoint Private Client
Florida
$343K
RIA
1427
Regal Investment Advisors
Michigan
$343K +$96.4K +335 +39%
CPA
1428
Capital Performance Advisors
California
$343K +$33.7K +117 +11%
SWA
1429
Sax Wealth Advisors
New Jersey
$342K +$145K +505 +75%
SPF
1430
South Plains Financial
Texas
$342K +$60.4K +210 +22%
FNB
1431
Farmers National Bank
Kentucky
$340K -$9.78K -34 -3%
FFO
1432
Fiduciary Family Office
Florida
$340K +$108K +375 +47%
BCG
1433
Breakwater Capital Group
New Jersey
$339K
AAS
1434
Ameritas Advisory Services
Nebraska
$338K +$32.5K +113 +11%
AIM
1435
Advyzon Investment Management
Illinois
$337K +$37.1K +129 +12%
OWA
1436
Octavia Wealth Advisors
Ohio
$337K +$333K +1,158 New
PCWA
1437
Pacific Capital Wealth Advisors
California
$337K -$5.18K -18 -1%
RIP
1438
Reliant Investment Partners
North Carolina
$336K
RWM
1439
RBA Wealth Management
California
$335K -$5.18K -18 -2%
CH
1440
Cromwell Holdings
Wyoming
$333K
AC
1441
ASB Consultores
Florida
$330K +$55.8K +194 +21%
EP
1442
Essential Partners
California
$330K +$328K +1,139 New
SIM
1443
Sentry Investment Management
Wisconsin
$329K
JSL
1444
JT Stratford LLC
Georgia
$327K +$10.9K +38 +3%
SSG
1445
Summit Securities Group
New York
$327K +$324K +1,127 New
SHIM
1446
Stone House Investment Management
Pennsylvania
$326K +$863 +3 +0.3%
LSIA
1447
LaSalle St. Investment Advisors
Illinois
$326K -$72.2K -251 -18%
RCM
1448
RB Capital Management
Nevada
$326K +$7.77K +27 +2%
RIG
1449
RiverFront Investment Group
Virginia
$326K +$69.1K +240 +27%
JSAM
1450
J. Safra Asset Management
New York
$326K +$288 +1 +0.1%

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.