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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
DOA
1601
D'Orazio & Associates
Virginia
$233K +$11.5K +40 +5%
RRWA
1602
Rainey & Randall Wealth Advisors
Florida
$233K
CEI
1603
Clark Estates Inc
New York
$232K
MWA
1604
Midland Wealth Advisors
Illinois
$231K -$12.1K -42 -5%
CCFM
1605
Clear Creek Financial Management
Washington
$230K -$35.1K -122 -13%
LAM
1606
Longboard Asset Management
Arizona
$230K
BFA
1607
Bill Few Associates
Pennsylvania
$229K +$11.5K +40 +5%
MW
1608
Maia Wealth
Colorado
$228K +$2.59K +9 +1%
JJBC
1609
James J. Burns & Company
New York
$228K -$3.17K -11 -1%
CF
1610
Copperwynd Financial
Arizona
$228K +$20.4K +71 +10%
CC
1611
Climber Capital
Switzerland
$227K -$14.4K -50 -6%
RA
1612
Rise Advisors
New York
$227K -$16.4K -57 -7%
PA
1613
Prossimo Advisors
California
$227K +$11.5K +40 +5%
APP
1614
Avantax Planning Partners
Iowa
$226K -$576 -2 -0.3%
AGA
1615
Accuvest Global Advisors
Utah
$226K +$224K +780 New
ML
1616
McAdam LLC
Pennsylvania
$226K +$6.91K +24 +3%
SMF
1617
Scott Marsh Financial
Utah
$225K +$224K +778 New
GAM
1618
Gould Asset Management
California
$224K +$8.06K +28 +4%
BFC
1619
Bedel Financial Consulting
Indiana
$224K -$7.19K -25 -3%
JCM
1620
Jacobsen Capital Management
Utah
$224K +$11.2K +39 +5%
LS
1621
Leelyn Smith
Illinois
$223K
AC
1622
Apella Capital
Connecticut
$221K +$227K +790 New
NPI
1623
New Perspectives Inc
Mississippi
$221K
WSC
1624
Wellington Shields & Co
New York
$220K
MWA
1625
Medallion Wealth Advisors
Connecticut
$220K

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.