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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
SFA
1476
Souders Financial Advisors
Ohio
$297K +$95.8K +333 +48%
MAM
1477
McLean Asset Management
Virginia
$297K +$8.35K +29 +3%
TC
1478
Trust Company
Kansas
$296K
EA
1479
Everpar Advisors
Oklahoma
$296K +$84K +292 +40%
SSC
1480
Syverson Strege & Co
Iowa
$296K +$294K +1,021 New
FA
1481
Financial Advisors
Massachusetts
$296K
JSSH
1482
J. Safra Sarasin Holding
$294K +$292K +1,015 New
AM
1483
Atwater Malick
Pennsylvania
$293K
QC
1484
Quent Capital
New York
$291K +$20.4K +71 +8%
ANBT
1485
American National Bank & Trust
Texas
$291K
AGP
1486
Autumn Glory Partners
Texas
$290K
RC
1487
RBF Capital
California
$290K
LCS
1488
Levin Capital Strategies
New York
$290K +$288K +1,000 New
NG
1489
Norden Group
Utah
$289K +$57.8K +201 +25%
FG
1490
Foster Group
Iowa
$288K +$34.2K +119 +14%
TBWA
1491
Three Bridge Wealth Advisors
California
$287K +$285K +991 New
OL
1492
OneFund LLC
Florida
$286K -$2.88K -10 -1%
RFW
1493
Rainier Family Wealth
Washington
$286K -$51.2K -178 -15%
DA
1494
Dover Advisors
Virginia
$285K
WMA
1495
Wealth Management Associates
New Jersey
$285K
MEAC
1496
M.E. Allison & Co
Texas
$283K
DI
1497
Disciplined Investors
Texas
$283K +$576 +2 +0.2%
WF
1498
Womack Financial
Texas
$282K
PS
1499
Planned Solutions
California
$281K -$576 -2 -0.2%
PFA
1500
Pure Financial Advisors
California
$281K +$279K +969 New

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.