We are live on ! Find out more

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
CW
1451
CreativeOne Wealth
Kansas
$306K +$59.4K +216 +25%
SFS
1452
Sharp Financial Services
Pennsylvania
$305K +$98.3K +357 +49%
RTC
1453
Real Talk Capital
Tennessee
$305K +$5.78K +21 +2%
ZIG
1454
Zullo Investment Group
Pennsylvania
$304K
FFA
1455
Fi3 Financial Advisors
Indiana
$303K +$37.7K +137 +15%
CCG
1456
Cypress Capital Group
Florida
$301K -$2.48K -9 -0.8%
BB
1457
Busey Bank
Illinois
$298K +$25.3K +92 +10%
WMA
1458
Wealth Management Associates
New Jersey
$298K +$20.1K +73 +7%
SA
1459
Sicart Associates
New York
$296K -$55K -200 -16%
MMA
1460
Mizuho Markets Americas
New York
$295K +$38.3K +139 +15%
RA
1461
Riversedge Advisors
Delaware
$295K +$287K +1,044 New
EARNEST Partners
1462
EARNEST Partners
Georgia
$294K -$187K -681 -40%
BL
1463
Balentine LLC
Georgia
$294K +$53.1K +193 +23%
IP
1464
Intellectus Partners
California
$294K +$287K +1,043 New
SIA
1465
Strategic Investment Advisors
Michigan
$294K +$286K +1,041 New
V
1466
VeraBank
Texas
$293K
DTL
1467
Dynamic Technology Lab
Singapore
$293K +$286K +1,038 New
LFG
1468
Lockerman Financial Group
California
$292K -$11.8K -43 -4%
AS
1469
Aware Super
Australia
$291K
DSC
1470
Duncker Streett & Co
Missouri
$291K
LSIA
1471
LaSalle St. Investment Advisors
Illinois
$291K -$25.3K -92 -8%
PL
1472
Parthenon LLC
Kentucky
$290K
OL
1473
OneFund LLC
Florida
$290K +$11K +40 +4%
MA
1474
MCF Advisors
Kentucky
$290K -$2.2K -8 -0.8%
MAM
1475
McLean Asset Management
Virginia
$288K -$14.9K -54 -5%

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.