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Chubb
CB

Overview Fund Activity

1,919 hedge funds and large institutions have $102B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 811 increasing their positions, 634 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+29
Holders Change %
+1.53%
% of All Funds
25.72%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.5%
New
156
Increased
811
Reduced
634
Closed
93
Calls
$434M
Puts
$324M
Net Calls
+$111M
Net Calls Change
-$33.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$287M
2
Two Sigma Investments
Two Sigma Investments
New York
+$222M
3
Bank of America
Bank of America
North Carolina
+$149M
4
LCOV
London Company of Virginia
Virginia
+$145M
5
AGA
Altrinsic Global Advisors
Connecticut
+$129M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$1.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$765M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$589M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$296M
5
First Trust Advisors
First Trust Advisors
Illinois
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
1451
Parthenon LLC
Kentucky
$298K – – –
SFA
1452
Souders Financial Advisors
Ohio
$297K +$96.5K +333 +48%
MAM
1453
McLean Asset Management
Virginia
$297K +$8.12K +29 +3%
TC
1454
Trust Company
Kansas
$296K – – –
EA
1455
Everpar Advisors
Oklahoma
$296K +$84.6K +292 +40%
SSC
1456
Syverson Strege & Co
Iowa
$296K +$296K +1,021 New
FA
1457
Financial Advisors
Massachusetts
$296K – – –
JSSH
1458
J. Safra Sarasin Holding
$294K +$294K +1,015 New
AM
1459
Atwater Malick
Pennsylvania
$293K – – –
QC
1460
Quent Capital
New York
$291K +$20.6K +71 +8%
ANBT
1461
American National Bank & Trust
Texas
$291K – – –
AGP
1462
Autumn Glory Partners
Texas
$290K – – –
RC
1463
RBF Capital
California
$290K – – –
LCS
1464
Levin Capital Strategies
New York
$290K +$290K +1,000 New
NG
1465
Norden Group
Utah
$289K +$58.3K +201 +25%
FG
1466
Foster Group
Iowa
$288K +$34.5K +119 +14%
TBWA
1467
Three Bridge Wealth Advisors
California
$287K +$287K +991 New
OL
1468
OneFund LLC
Florida
$286K -$2.9K -10 -1%
RFW
1469
Rainier Family Wealth
Washington
$286K -$51.6K -178 -15%
DA
1470
Dover Advisors
Virginia
$285K – – –
WMA
1471
Wealth Management Associates
New Jersey
$285K – – –
MEAC
1472
M.E. Allison & Co
Texas
$283K – – –
DI
1473
Disciplined Investors
Texas
$283K +$579 +2 +0.2%
PS
1474
Planned Solutions
California
$281K -$579 -2 -0.2%
PFA
1475
Pure Financial Advisors
California
$281K +$281K +969 New
57 58
59
60 61