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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
PFM
1601
Patton Fund Management
Texas
$222K +$217K +788 New
PIP
1602
Peachtree Investment Partners
Florida
$222K -$267K -971 -55%
HWA
1603
Heritage Wealth Advisors
Virginia
$222K -$40.7K -148 -16%
FAT
1604
First American Trust
California
$222K -$15.1K -55 -7%
JJBC
1605
James J. Burns & Company
New York
$221K -$1.1K -4 -0.5%
APP
1606
Avantax Planning Partners
Iowa
$220K
IGGA
1607
Iron Gate Global Advisors
Utah
$220K -$172K -624 -44%
CAL
1608
Capital Analysts LLC
Pennsylvania
$220K -$42.4K -154 -17%
AGA
1609
Accuvest Global Advisors
Utah
$220K
DOA
1610
D'Orazio & Associates
Virginia
$220K -$6.88K -25 -3%
WIA
1611
Wealthedge Investment Advisors
New York
$218K +$213K +773 New
BFC
1612
Bedel Financial Consulting
Indiana
$218K
FFA
1613
First Foundation Advisors
California
$218K +$213K +773 New
LS
1614
Leelyn Smith
Illinois
$217K
NRC
1615
New Republic Capital
North Carolina
$216K -$26.1K -95 -11%
KRW
1616
Kaufman Rossin Wealth
Florida
$216K +$211K +766 New
CRIG
1617
Charter Research & Investment Group
Connecticut
$216K -$15.1K -55 -7%
AAS
1618
Ameritas Advisory Services
Nebraska
$215K -$111K -402 -35%
NPI
1619
New Perspectives Inc
Mississippi
$215K
MWA
1620
Medallion Wealth Advisors
Connecticut
$215K
IF
1621
Intrua Financial
Texas
$214K -$35.8K -130 -15%
MWA
1622
Midland Wealth Advisors
Illinois
$214K -$11K -40 -5%
CB
1623
Cadence Bank
Mississippi
$214K +$3.03K +11 +1%
WAM
1624
Weatherly Asset Management
California
$213K
PWA
1625
Provenance Wealth Advisors
Florida
$213K

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.