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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
FOA
1676
Five Oceans Advisors
California
$200K +$2.3K +8 +1%
AGWCA
1677
Annis Gardner Whiting Capital Advisors
Florida
$197K +$44.9K +156 +30%
FCAS
1678
First Command Advisory Services
Texas
$196K -$863 -3 -0.4%
GWSG
1679
GPS Wealth Strategies Group
Colorado
$194K +$1.15K +4 +0.6%
DAM
1680
Delta Asset Management
Tennessee
$193K
AF
1681
Aviso Financial
Ontario, Canada
$192K +$7.19K +25 +4%
GKIM
1682
GW&K Investment Management
Massachusetts
$191K +$7.77K +27 +4%
VEA
1683
Virtus ETF Advisers
New York
$179K
CT
1684
Colonial Trust
South Carolina
$176K +$288 +1 +0.2%
CBT
1685
CoreFirst Bank & Trust
Kansas
$174K +$172K +599 New
AWM
1686
Atticus Wealth Management
Florida
$170K +$137K +477 +434%
OP
1687
ORG Partners
Indiana
$169K +$12.1K +42 +5%
RC
1688
Rexford Capital
Texas
$169K +$168K +583 New
DMBA
1689
Deseret Mutual Benefit Administrators
Utah
$161K
SS
1690
SBI Securities
Japan
$156K -$7.19K -25 -4%
FFO
1691
Fortitude Family Office
Arizona
$150K +$41.2K +143 +38%
HB
1692
Horizon Bancorp
Indiana
$145K +$144K +500 New
GSWM
1693
Golden State Wealth Management
California
$142K -$17.3K -60 -11%
BBPWM
1694
Blue Bell Private Wealth Management
Pennsylvania
$141K
DCBT
1695
Dakota Community Bank & Trust
North Dakota
$141K +$9.21K +32 +7%
APW
1696
Aventura Private Wealth
Florida
$138K -$576 -2 -0.4%
BLC
1697
Brown, Lisle/Cummings
Rhode Island
$136K
HFS
1698
Hantz Financial Services
Michigan
$136K +$54.7K +190 +68%
LP
1699
LMR Partners
United Kingdom
$130K +$129K +450 New
CFD
1700
Creative Financial Designs
Indiana
$125K -$52.7K -183 -30%

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.