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Chubb
CB

Overview Fund Activity

1,919 hedge funds and large institutions have $102B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 811 increasing their positions, 634 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+29
Holders Change %
+1.53%
% of All Funds
25.72%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.5%
New
156
Increased
811
Reduced
634
Closed
93
Calls
$434M
Puts
$324M
Net Calls
+$111M
Net Calls Change
-$33.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$287M
2
Two Sigma Investments
Two Sigma Investments
New York
+$222M
3
Bank of America
Bank of America
North Carolina
+$149M
4
LCOV
London Company of Virginia
Virginia
+$145M
5
AGA
Altrinsic Global Advisors
Connecticut
+$129M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$1.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$765M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$589M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$296M
5
First Trust Advisors
First Trust Advisors
Illinois
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
KSWA
1676
Kathleen S. Wright Associates
Pennsylvania
$122K – – –
B
1677
Birchbrook
Maine
$120K – – –
AIM
1678
Arcadia Investment Management
Michigan
$116K – – –
RFA
1679
Reyes Financial Architecture
California
$116K +$24.6K +85 +27%
PWM
1680
Proathlete Wealth Management
Florida
$116K – – –
MSWM
1681
Mowery & Schoenfeld Wealth Management
Illinois
$115K – – –
MSFP
1682
Mark Sheptoff Financial Planning
Connecticut
$114K +$9.85K +34 +9%
FFC
1683
First Financial Corp
Indiana
$111K – – –
JWA
1684
JFS Wealth Advisors
Pennsylvania
$111K +$1.45K +5 +1%
AW
1685
Avion Wealth
Texas
$106K +$8.38K +29 +9%
PB
1686
Pinnacle Bancorp
Nebraska
$105K -$25.5K -88 -19%
CM
1687
Capula Management
Cayman Islands
$105K -$13K -45 -11%
MHR
1688
Matthew Hamilton Rosenberg
$102K – – –
BL
1689
BFSG LLC
California
$100K – – –
LWANC
1690
Laurel Wealth Advisors (North Carolina)
North Carolina
$99K +$98.7K +28,584 +28,873%
WPA
1691
Wealth Preservation Advisors
Tennessee
$98.5K – – –
BOJHT
1692
Bank of Jackson Hole Trust
Wyoming
$95.9K – – –
AAG
1693
Armstrong Advisory Group
Massachusetts
$95.8K +$36.5K +126 +61%
TIM
1694
Thompson Investment Management
Wisconsin
$95.6K – – –
AIM
1695
Anchor Investment Management
South Carolina
$94K -$1.45K -5 -2%
ITIM
1696
Indiana Trust & Investment Management
Indiana
$90.7K – – –
USB
1697
Union Savings Bank
Connecticut
$89.4K -$27.9K -105 -24%
PWA
1698
Physician Wealth Advisors
Utah
$88.7K +$2.9K +10 +3%
MAM
1699
Meeder Asset Management
Ohio
$88.7K +$10.1K +35 +13%
MEG
1700
Millstone Evans Group
Colorado
$88.4K -$15.6K -54 -15%
66 67
68
69 70