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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
NW
1451
Naviter Wealth
Arkansas
$323K +$33.4K +116 +12%
LWP
1452
LeClair Wealth Partners
Ohio
$321K
AWM
1453
Aprio Wealth Management
Georgia
$320K +$27.9K +97 +10%
RG
1454
Renaissance Group
Kentucky
$319K -$48.1K -167 -13%
SAM
1455
Sompo Asset Management
Japan
$316K +$66.2K +230 +27%
MCC
1456
Money Concepts Capital
Florida
$315K -$215K -746 -41%
FFA
1457
Founders Financial Alliance
North Carolina
$315K +$288 +1 +0.1%
BFIC
1458
Bedell Frazier Investment Counselling
California
$313K -$163K -565 -34%
AFT
1459
Alpha Family Trust
California
$313K
LFG
1460
Lockerman Financial Group
California
$313K +$311K +1,079 New
ZIG
1461
Zullo Investment Group
Pennsylvania
$312K +$1.73K +6 +0.6%
CCG
1462
Cypress Capital Group
Florida
$311K +$1.44K +5 +0.5%
RMCM
1463
Reynders McVeigh Capital Management
Massachusetts
$311K +$1.44K +5 +0.5%
RTC
1464
Real Talk Capital
Tennessee
$307K
GWANC
1465
Guardian Wealth Advisors (North Carolina)
North Carolina
$306K +$7.77K +27 +3%
GWAM
1466
Guardian Wealth Advisors (Minnesota)
Minnesota
$304K +$6.04K +21 +2%
WF
1467
WoodTrust Financial
Wisconsin
$303K +$20.1K +70 +7%
IIC
1468
Integrated Investment Consultants
Michigan
$303K +$301K +1,045 New
V
1469
VeraBank
Texas
$301K
OWP
1470
ORG Wealth Partners
Texas
$300K -$459K -1,594 -61%
MA
1471
MCF Advisors
Kentucky
$300K
AS
1472
Aware Super
Australia
$299K
DSC
1473
Duncker Streett & Co
Missouri
$299K
IA
1474
IMZ Advisory
Florida
$298K +$12.1K +42 +4%
PL
1475
Parthenon LLC
Kentucky
$298K

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.