1,929 hedge funds and large institutions have $103B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 815 increasing their positions, 639 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $107B → $103B (-$4.31B)

1.57% less ownership

Funds ownership: 90.04%88.47% (-1.6%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,929
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$434M
Puts
$324M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1551
WT Wealth Management
Arizona
$244K
FAT
1552
First American Trust
California
$244K
MLA
1553
My Legacy Advisors
Oregon
$243K
LTAS
1554
Linden Thomas Advisory Services
North Carolina
$243K
VCM
1555
Versant Capital Management
Arizona
$242K
BW
1556
BIP Wealth
Georgia
$242K
PWM
1557
PBMares Wealth Management
Virginia
$241K
AA
1558
Ancora Advisors
Ohio
$240K
NG
1559
Novem Group
New York
$240K
BIA
1560
Barry Investment Advisors
Massachusetts
$240K
SM
1561
Salzhauer Michael
$239K
FAG
1562
Fortitude Advisory Group
Washington
$239K
FMP
1563
Financial Management Professionals
Texas
$239K
RB
1564
Rodgers Brothers
Pennsylvania
$238K
CRIG
1565
Charter Research & Investment Group
Connecticut
$238K
PCM
1566
Poehling Capital Management
Wisconsin
$237K
LG
1567
Leuthold Group
Minnesota
$237K
CIP
1568
Convergence Investment Partners
Florida
$237K
MW
1569
MBL Wealth
North Carolina
$235K
MMM
1570
Mendel Money Management
Illinois
$235K
ALC
1571
Alexander Labrunerie & Co
Missouri
$235K
RWP
1572
Revolve Wealth Partners
New Jersey
$235K
RFP
1573
Root Financial Partners
California
$235K
MCM
1574
Morton Capital Management
California
$235K
CIAS
1575
Capital Investment Advisory Services
North Carolina
$234K