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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
CWG
1626
Crown Wealth Group
North Carolina
$213K +$4.68K +17 +2%
OFW
1627
Omnia Family Wealth
Florida
$213K -$46.2K -168 -18%
LAS
1628
LWM Advisory Services
Florida
$212K
NFG
1629
Nadler Financial Group
Illinois
$212K +$206K +750 New
TWM
1630
Thrive Wealth Management
Pennsylvania
$211K +$2.75K +10 +1%
UCB
1631
United Community Bank
South Carolina
$209K +$4.68K +17 +2%
GWCM
1632
Godshalk Welsh Capital Management
Pennsylvania
$209K
KCPG
1633
Kavar Capital Partners Group
Kansas
$209K
TP
1634
Tranquility Partners
Tennessee
$209K +$7.98K +29 +4%
FFG
1635
Fiduciary Financial Group
California
$208K +$550 +2 +0.3%
SFO
1636
Stokes Family Office
Louisiana
$208K +$203K +737 New
WCM
1637
Wedge Capital Management
North Carolina
$207K
RMAM
1638
Raab & Moskowitz Asset Management
New Jersey
$207K +$8.26K +30 +4%
NAM
1639
NTV Asset Management
West Virginia
$207K +$3.85K +14 +2%
AF
1640
Aviso Financial
Ontario, Canada
$207K +$19.5K +71 +11%
AWP
1641
Abacus Wealth Partners
California
$206K +$201K +731 New
UAML
1642
US Asset Management LLC
Pennsylvania
$206K
CIA
1643
Compass Ion Advisors
Pennsylvania
$206K +$5.5K +20 +3%
WCM
1644
Washington Capital Management
Washington
$205K
SIC
1645
Salem Investment Counselors
North Carolina
$205K -$1.38K -5 -0.7%
TIA
1646
Tiemann Investment Advisors
California
$205K
Dodge & Cox
1647
Dodge & Cox
California
$204K
EC
1648
Enhancing Capital
Pennsylvania
$204K
WF
1649
WoodTrust Financial
Wisconsin
$202K -$90.8K -330 -32%
HPM
1650
Hoxton Planning & Management
West Virginia
$202K -$3.03K -11 -2%

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.