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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
KIC
1551
Kensington Investment Counsel
California
$255K
MPM
1552
MBB Public Markets
Illinois
$255K -$57.8K -201 -19%
PP
1553
Pacifica Partners
Canada
$254K +$11.5K +40 +5%
LJAC
1554
L.J. Altfest & Co
New York
$253K +$13.2K +46 +6%
JFG
1555
Jefferies Financial Group
New York
$253K
QFW
1556
QTR Family Wealth
Florida
$252K +$251K +871 New
AHL
1557
Abel Hall LLC
Louisiana
$252K -$1.15K -4 -0.5%
LG
1558
LaFleur & Godfrey
Michigan
$251K -$28.8K -100 -10%
CW
1559
CreativeOne Wealth
Kansas
$251K +$16.1K +56 +7%
EM
1560
Excalibur Management
Massachusetts
$251K +$863 +3 +0.3%
SIG
1561
Sargent Investment Group
Maryland
$250K -$72.2K -251 -21%
NRC
1562
New Republic Capital
North Carolina
$250K +$14.7K +51 +6%
OL
1563
Optas LLC
Texas
$249K +$2.01K +7 +0.8%
BMO
1564
Beck Mack & Oliver
New York
$249K
RFS
1565
Richardson Financial Services
Massachusetts
$247K +$141K +491 +135%
GA
1566
Goldstein Advisors
Wisconsin
$246K -$437K -1,519 -64%
BL
1567
Balentine LLC
Georgia
$246K +$17K +59 +7%
FBC
1568
Fairfield, Bush & Co
Connecticut
$245K -$4.32K -15 -2%
PCM
1569
Princeton Capital Management
New Jersey
$244K +$22.4K +78 +10%
WWM
1570
WT Wealth Management
Arizona
$244K
FAT
1571
First American Trust
California
$244K +$8.63K +30 +4%
MLA
1572
My Legacy Advisors
Oregon
$243K +$249K +867 New
LTAS
1573
Linden Thomas Advisory Services
North Carolina
$243K -$6.04K -21 -2%
VCM
1574
Versant Capital Management
Arizona
$242K +$27.1K +94 +13%
BW
1575
BIP Wealth
Georgia
$242K -$83.2K -289 -26%

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.