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
GWANC
1476
Guardian Wealth Advisors (North Carolina)
North Carolina
$288K -$9.91K -36 -3%
FA
1477
Financial Advisors
Massachusetts
$288K
HI
1478
Harbour Investments
Wisconsin
$286K -$118K -429 -30%
AM
1479
Atwater Malick
Pennsylvania
$285K
CA
1480
Continuum Advisory
Idaho
$285K +$34.4K +125 +14%
BI
1481
Binnacle Investments
Iowa
$283K +$20.9K +76 +8%
ANBT
1482
American National Bank & Trust
Texas
$283K
MCCA
1483
Mill Creek Capital Advisors
Pennsylvania
$283K +$14.9K +54 +6%
CD
1484
Chapin Davis
Maryland
$283K +$77.3K +281 +39%
LCS
1485
Levin Capital Strategies
New York
$282K
RC
1486
RBF Capital
California
$282K
RCM
1487
RB Capital Management
Nevada
$281K -$35.2K -128 -11%
HCA
1488
Hyperion Capital Advisors
New York
$281K +$274K +995 New
UAG
1489
United Advisor Group
Ohio
$280K +$273K +992 New
AI
1490
Accredited Investors
Minnesota
$280K +$27.2K +99 +11%
NG
1491
Norden Group
Utah
$279K -$2.48K -9 -0.9%
QC
1492
Quent Capital
New York
$279K -$4.68K -17 -2%
CFO
1493
CVA Family Office
Colorado
$278K +$13.2K +48 +5%
MEAC
1494
M.E. Allison & Co
Texas
$276K
DI
1495
Disciplined Investors
Texas
$276K +$275 +1 +0.1%
AWM
1496
Aprio Wealth Management
Georgia
$276K -$35.2K -128 -12%
FFO
1497
Fiduciary Family Office
Florida
$275K -$55K -200 -17%
SIM
1498
Sentry Investment Management
Wisconsin
$275K -$60.8K -221 -19%
CBB
1499
Citizens Business Bank
California
$275K +$268K +974 New
WF
1500
Womack Financial
Texas
$275K

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.