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Chubb
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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 %
PWM
1551
PBMares Wealth Management
Virginia
$241K +$27.5K +95 +13%
AA
1552
Ancora Advisors
Ohio
$240K +$10.1K +35 +4%
NG
1553
Novem Group
New York
$240K -$4.63K -16 -2%
BIA
1554
Barry Investment Advisors
Massachusetts
$240K +$581 +2 +0.2%
SM
1555
Salzhauer Michael
$239K – – –
FAG
1556
Fortitude Advisory Group
Washington
$239K +$7.53K +26 +3%
FMP
1557
Financial Management Professionals
Texas
$239K -$34K -117 -12%
JSAM
1558
J. Safra Asset Management
New York
$239K – – –
RB
1559
Rodgers Brothers
Pennsylvania
$238K – – –
CRIG
1560
Charter Research & Investment Group
Connecticut
$238K – – –
PCM
1561
Poehling Capital Management
Wisconsin
$237K -$290 -1 -0.1%
LG
1562
Leuthold Group
Minnesota
$237K – – –
CIP
1563
Convergence Investment Partners
Florida
$237K -$9.56K -33 -4%
MW
1564
MBL Wealth
North Carolina
$235K -$12.7K -44 -5%
MMM
1565
Mendel Money Management
Illinois
$235K -$2.9K -10 -1%
ALC
1566
Alexander Labrunerie & Co
Missouri
$235K – – –
RWP
1567
Revolve Wealth Partners
New Jersey
$235K +$6.37K +22 +3%
RFP
1568
Root Financial Partners
California
$235K +$235K +811 New
MCM
1569
Morton Capital Management
California
$235K +$235K +809 New
CIAS
1570
Capital Investment Advisory Services
North Carolina
$234K -$45.2K -156 -16%
GPW
1571
Gentry Private Wealth
Kansas
$234K +$234K +807 New
AWA
1572
AGH Wealth Advisors
Kansas
$234K -$3.77K -13 -2%
SFM
1573
Signet Financial Management
New Jersey
$234K +$3.48K +12 +2%
BFA
1574
Bragg Financial Advisors
North Carolina
$234K -$5.22K -18 -2%
SWA
1575
Stratos Wealth Advisors
Ohio
$234K -$2.03K -7 -0.9%
61 62
63
64 65