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
GA
1551
Goldstein Advisors
Wisconsin
$245K +$4.95K +18 +2%
CIAS
1552
Capital Investment Advisory Services
North Carolina
$245K +$16K +58 +7%
AC
1553
Apella Capital
Connecticut
$244K +$33.3K +121 +15%
TCM
1554
Traynor Capital Management
Pennsylvania
$243K +$42.7K +155 +22%
SW
1555
SteelPeak Wealth
California
$243K +$28.9K +105 +14%
BMO
1556
Beck Mack & Oliver
New York
$242K
AC
1557
Armistice Capital
New York
$242K +$236K +857 New
AWA
1558
AGH Wealth Advisors
Kansas
$241K +$12.7K +46 +6%
FG
1559
Foster Group
Iowa
$240K -$39.4K -143 -14%
FBC
1560
Fairfield, Bush & Co
Connecticut
$239K
PWAM
1561
Private Wealth Asset Management
Iowa
$238K -$207K -751 -47%
FWI
1562
Facet Wealth Inc
Maryland
$238K +$23.9K +87 +11%
WWM
1563
WT Wealth Management
Arizona
$238K
BW
1564
BIP Wealth
Georgia
$237K +$1.93K +7 +0.8%
AT
1565
Arlington Trust
Alabama
$237K -$19K -69 -8%
SSC
1566
Syverson Strege & Co
Iowa
$237K -$49.8K -181 -18%
JCM
1567
Jacobsen Capital Management
Utah
$236K +$17.6K +64 +8%
PSP
1568
Principal Street Partners
Tennessee
$235K -$217K -788 -49%
FMP
1569
Financial Management Professionals
Texas
$235K +$1.93K +7 +0.9%
LTAS
1570
Linden Thomas Advisory Services
North Carolina
$234K -$2.48K -9 -1%
MW
1571
Maia Wealth
Colorado
$234K +$6.61K +24 +3%
FA
1572
Fiduciary Alliance
South Carolina
$233K -$21.7K -79 -9%
CWM
1573
Challenger Wealth Management
California
$233K -$300K -1,090 -57%
GAA
1574
Global Assets Advisory
Florida
$233K -$15.4K -56 -6%
SM
1575
Salzhauer Michael
$233K

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.