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1,951 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, 648 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: 648

2% more funds holding

Funds holding: 1,9161,951 (+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
1,951
Holders Change
+35
Holders Change %
+1.83%
% of All Funds
25.69%
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
648
Closed
97
Calls
$434M
Puts
$324M
Net Calls
+$111M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1626
Weatherly Asset Management
California
$219K +$4.03K +14 +2%
PWA
1627
Provenance Wealth Advisors
Florida
$219K
PCM
1628
Prelude Capital Management
New York
$219K +$218K +756 New
SW
1629
SteelPeak Wealth
California
$219K +$5.47K +19 +3%
LAS
1630
LWM Advisory Services
Florida
$218K
WCA
1631
Westover Capital Advisors
Delaware
$217K
IWP
1632
Innova Wealth Partners
Pennsylvania
$217K +$23.9K +83 +12%
CB
1633
Cadence Bank
Mississippi
$216K +$1.44K +5 +0.7%
GWCM
1634
Godshalk Welsh Capital Management
Pennsylvania
$214K
KCPG
1635
Kavar Capital Partners Group
Kansas
$214K
SF
1636
Symphony Financial
Texas
$214K +$571K +1,985 New
CWG
1637
Crown Wealth Group
North Carolina
$214K -$16.1K -56 -7%
TWM
1638
Thrive Wealth Management
Pennsylvania
$214K -$2.01K -7 -0.9%
AC
1639
Allstate Corporation
Illinois
$214K -$3.16M -10,998 -94%
TA
1640
Tactive Advisors
Florida
$214K +$212K +737 New
CA
1641
CoreCap Advisors
Michigan
$213K -$68.5K -238 -24%
FFG
1642
Fiduciary Financial Group
California
$213K -$2.01K -7 -0.9%
WCM
1643
Wedge Capital Management
North Carolina
$213K -$23.6K -82 -10%
EL
1644
EWA LLC
Pennsylvania
$212K +$211K +732 New
SIC
1645
Salem Investment Counselors
North Carolina
$212K +$14.7K +51 +8%
UAML
1646
US Asset Management LLC
Pennsylvania
$211K
HBW
1647
Hazlett, Burt & Watson
West Virginia
$211K -$6.62K -23 -3%
WCM
1648
Washington Capital Management
Washington
$211K
TIA
1649
Tiemann Investment Advisors
California
$210K
HPM
1650
Hoxton Planning & Management
West Virginia
$210K +$863 +3 +0.4%

CB Hedge Fund Activity: Q2 2025 in Review

1,951 of the 7,595 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 648 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $285M. The largest seller was Demars Financial Group, cutting an estimated $1.79B.

  • 1,951 institutional investors held Chubb (CB) as of Q2 2025, up from 1,916 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.