1,929 hedge funds and large institutions have $103B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 815 increasing their positions, 639 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $107B → $103B (-$4.31B)

1.57% less ownership

Funds ownership: 90.04%88.47% (-1.6%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,929
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$434M
Puts
$324M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1601
Jacobsen Capital Management
Utah
$224K
LS
1602
Leelyn Smith
Illinois
$223K
AC
1603
Apella Capital
Connecticut
$221K
NPI
1604
New Perspectives Inc
Mississippi
$221K
WSC
1605
Wellington Shields & Co
New York
$220K
WAM
1606
Weatherly Asset Management
California
$219K
PWA
1607
Provenance Wealth Advisors
Florida
$219K
PCM
1608
Prelude Capital Management
New York
$219K
SW
1609
SteelPeak Wealth
California
$219K
LAS
1610
LWM Advisory Services
Florida
$218K
WCA
1611
Westover Capital Advisors
Delaware
$217K
IWP
1612
Innova Wealth Partners
Pennsylvania
$217K
CB
1613
Cadence Bank
Mississippi
$216K
GWCM
1614
Godshalk Welsh Capital Management
Pennsylvania
$214K
KCPG
1615
Kavar Capital Partners Group
Kansas
$214K
SF
1616
Symphony Financial
Texas
$214K
CWG
1617
Crown Wealth Group
North Carolina
$214K
TWM
1618
Thrive Wealth Management
Pennsylvania
$214K
AC
1619
Allstate Corporation
Illinois
$214K
TA
1620
Tactive Advisors
Florida
$214K
CA
1621
CoreCap Advisors
Michigan
$213K
FFG
1622
Fiduciary Financial Group
California
$213K
WCM
1623
Wedge Capital Management
North Carolina
$213K
EL
1624
EWA LLC
Pennsylvania
$212K
SIC
1625
Salem Investment Counselors
North Carolina
$212K