1,938 hedge funds and large institutions have $103B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 819 increasing their positions, 641 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $107B → $103B (-$4.4B)

1.66% less ownership

Funds ownership: 90.22%88.55% (-1.7%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,938
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$434M
Puts
$324M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PB
1701
Pinnacle Bancorp
Nebraska
$105K
CM
1702
Capula Management
Cayman Islands
$105K
MHR
1703
Matthew Hamilton Rosenberg
$102K
BL
1704
BFSG LLC
California
$100K
WPA
1705
Wealth Preservation Advisors
Tennessee
$98.5K
BOJHT
1706
Bank of Jackson Hole Trust
Wyoming
$95.9K
AAG
1707
Armstrong Advisory Group
Massachusetts
$95.8K
TIM
1708
Thompson Investment Management
Wisconsin
$95.6K
AIM
1709
Anchor Investment Management
South Carolina
$94K
ITIM
1710
Indiana Trust & Investment Management
Indiana
$90.7K
USB
1711
Union Savings Bank
Connecticut
$89.4K
PWA
1712
Physician Wealth Advisors
Utah
$88.7K
MAM
1713
Meeder Asset Management
Ohio
$88.7K
MEG
1714
Millstone Evans Group
Colorado
$88.4K
ABWM
1715
Alpine Bank Wealth Management
Colorado
$88.1K
LC
1716
Lavaca Capital
Texas
$86.9K
CBT
1717
Crews Bank & Trust
Florida
$86.3K
IRC
1718
Investors Research Corp
Georgia
$86K
HWM
1719
Horizons Wealth Management
North Carolina
$81.7K
WTFG
1720
Wood Tarver Financial Group
Idaho
$81K
HWM
1721
Hemington Wealth Management
Virginia
$81K
PSFG
1722
Park Square Financial Group
Georgia
$80.3K
MLA
1723
MB, Levis & Associates
Pennsylvania
$80.2K
FMII
1724
Farmers & Merchants Investments Inc
Nebraska
$79.7K
APW
1725
Acima Private Wealth
Virginia
$76.5K