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
25.19%
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
AL
1576
Aspiriant LLC
California
$232K -$138K -503 -38%
IIC
1577
Integrated Investment Consultants
Michigan
$232K -$61.1K -222 -21%
AA
1578
Ancora Advisors
Ohio
$232K -$1.65K -6 -0.7%
RB
1579
Rodgers Brothers
Pennsylvania
$232K
LG
1580
Leuthold Group
Minnesota
$231K
PCM
1581
Poehling Capital Management
Wisconsin
$231K -$275 -1 -0.1%
GAM
1582
Gould Asset Management
California
$230K +$11.6K +42 +5%
PWM
1583
PBMares Wealth Management
Virginia
$230K -$4.95K -18 -2%
SFM
1584
Signet Financial Management
New Jersey
$230K +$2.2K +8 +1%
IWP
1585
Innova Wealth Partners
Pennsylvania
$229K +$17.9K +65 +9%
ALC
1586
Alexander Labrunerie & Co
Missouri
$229K
SL
1587
Sentinus LLC
Illinois
$228K +$222K +808 New
RWP
1588
Revolve Wealth Partners
New Jersey
$227K -$1.93K -7 -0.9%
RRWA
1589
Rainey & Randall Wealth Advisors
Florida
$227K
MMM
1590
Mendel Money Management
Illinois
$226K -$2.75K -10 -1%
CEI
1591
Clark Estates Inc
New York
$226K
MW
1592
MBL Wealth
North Carolina
$225K -$3.85K -14 -2%
PA
1593
Prossimo Advisors
California
$225K +$4.13K +15 +2%
SWM
1594
Seed Wealth Management
Illinois
$224K -$30.3K -110 -12%
AWM
1595
Affinity Wealth Management
Delaware
$224K -$37.7K -137 -15%
WRPWM
1596
Werba Rubin Papier Wealth Management
California
$224K +$219K +794 New
LAM
1597
Longboard Asset Management
Arizona
$224K
LA
1598
Lynch & Associates
Indiana
$224K +$27.5K +100 +14%
BFA
1599
Bill Few Associates
Pennsylvania
$223K
SP
1600
Symmetry Partners
Connecticut
$223K +$217K +790 New

CB Hedge Fund Activity: Q3 2025 in Review

1,919 of the 7,619 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.