We are live on ! Find out more

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
PWM
1576
PBMares Wealth Management
Virginia
$241K +$27.3K +95 +13%
AA
1577
Ancora Advisors
Ohio
$240K +$10.1K +35 +4%
NG
1578
Novem Group
New York
$240K -$4.6K -16 -2%
BIA
1579
Barry Investment Advisors
Massachusetts
$240K +$576 +2 +0.2%
SM
1580
Salzhauer Michael
$239K
FAG
1581
Fortitude Advisory Group
Washington
$239K +$7.48K +26 +3%
FMP
1582
Financial Management Professionals
Texas
$239K -$33.7K -117 -12%
RB
1583
Rodgers Brothers
Pennsylvania
$238K
CRIG
1584
Charter Research & Investment Group
Connecticut
$238K
PCM
1585
Poehling Capital Management
Wisconsin
$237K -$288 -1 -0.1%
LG
1586
Leuthold Group
Minnesota
$237K
CIP
1587
Convergence Investment Partners
Florida
$237K -$9.5K -33 -4%
MW
1588
MBL Wealth
North Carolina
$235K -$12.7K -44 -5%
MMM
1589
Mendel Money Management
Illinois
$235K -$2.88K -10 -1%
ALC
1590
Alexander Labrunerie & Co
Missouri
$235K
RWP
1591
Revolve Wealth Partners
New Jersey
$235K +$6.33K +22 +3%
RFP
1592
Root Financial Partners
California
$235K +$233K +811 New
MCM
1593
Morton Capital Management
California
$235K +$233K +809 New
CIAS
1594
Capital Investment Advisory Services
North Carolina
$234K -$44.9K -156 -16%
GPW
1595
Gentry Private Wealth
Kansas
$234K +$232K +807 New
AWA
1596
AGH Wealth Advisors
Kansas
$234K -$3.74K -13 -2%
SFM
1597
Signet Financial Management
New Jersey
$234K +$3.45K +12 +2%
BFA
1598
Bragg Financial Advisors
North Carolina
$234K -$5.18K -18 -2%
SWA
1599
Stratos Wealth Advisors
Ohio
$234K -$2.01K -7 -0.9%
WF
1600
Wayfinding Financial
Washington
$233K -$15.8K -55 -6%

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.