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Chubb
CB

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 %
WF
1576
Wayfinding Financial
Washington
$233K -$14.7K -55 -6%
DOA
1577
D'Orazio & Associates
Virginia
$233K +$11.6K +40 +5%
RRWA
1578
Rainey & Randall Wealth Advisors
Florida
$233K – – –
CEI
1579
Clark Estates Inc
New York
$232K – – –
MWA
1580
Midland Wealth Advisors
Illinois
$231K -$12.2K -42 -5%
CCFM
1581
Clear Creek Financial Management
Washington
$230K -$35.3K -122 -13%
LAM
1582
Longboard Asset Management
Arizona
$230K – – –
BFA
1583
Bill Few Associates
Pennsylvania
$229K +$11.6K +40 +5%
MW
1584
Maia Wealth
Colorado
$228K +$2.61K +9 +1%
JJBC
1585
James J. Burns & Company
New York
$228K -$3.19K -11 -1%
CF
1586
Copperwynd Financial
Arizona
$228K +$20.6K +71 +10%
CC
1587
Climber Capital
Switzerland
$227K -$14.4K -50 -6%
RA
1588
Rise Advisors
New York
$227K -$16.5K -57 -7%
PA
1589
Prossimo Advisors
California
$227K +$11.6K +40 +5%
APP
1590
Avantax Planning Partners
Iowa
$226K -$579 -2 -0.3%
AGA
1591
Accuvest Global Advisors
Utah
$226K +$226K +780 New
ML
1592
McAdam LLC
Pennsylvania
$226K +$6.95K +24 +3%
SMF
1593
Scott Marsh Financial
Utah
$225K +$225K +778 New
GAM
1594
Gould Asset Management
California
$224K +$8.11K +28 +4%
BFC
1595
Bedel Financial Consulting
Indiana
$224K -$7.24K -25 -3%
JCM
1596
Jacobsen Capital Management
Utah
$224K +$11.3K +39 +5%
LS
1597
Leelyn Smith
Illinois
$223K – – –
AC
1598
Apella Capital
Connecticut
$221K +$221K +790 New
NPI
1599
New Perspectives Inc
Mississippi
$221K – – –
WSC
1600
Wellington Shields & Co
New York
$220K – – –
62 63
64
65 66