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1,952 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, 649 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: 649

2% more funds holding

Funds holding: 1,9171,952 (+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
1,952
Holders Change
+35
Holders Change %
+1.83%
% of All Funds
25.7%
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
649
Closed
97
Calls
$434M
Puts
$324M
Net Calls
+$111M
Net Calls Change
-$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
1701
Towarzystwo Funduszy Inwestycyjnych PZU SA
$125K
AT
1702
Avalon Trust
New Mexico
$123K -$15K -52 -11%
GPI
1703
General Partner Inc
Pennsylvania
$123K
KSWA
1704
Kathleen S. Wright Associates
Pennsylvania
$122K
B
1705
Birchbrook
Maine
$120K
AIM
1706
Arcadia Investment Management
Michigan
$116K
RFA
1707
Reyes Financial Architecture
California
$116K +$24.5K +85 +27%
PWM
1708
Proathlete Wealth Management
Florida
$116K
MSWM
1709
Mowery & Schoenfeld Wealth Management
Illinois
$115K
MSFP
1710
Mark Sheptoff Financial Planning
Connecticut
$114K +$9.78K +34 +9%
FFC
1711
First Financial Corp
Indiana
$111K
JWA
1712
JFS Wealth Advisors
Pennsylvania
$111K +$1.44K +5 +1%
AW
1713
Avion Wealth
Texas
$106K +$8.35K +29 +9%
PB
1714
Pinnacle Bancorp
Nebraska
$105K -$25.3K -88 -19%
CM
1715
Capula Management
Cayman Islands
$105K -$12.9K -45 -11%
MHR
1716
Matthew Hamilton Rosenberg
$102K
BL
1717
BFSG LLC
California
$100K
WPA
1718
Wealth Preservation Advisors
Tennessee
$98.5K
BOJHT
1719
Bank of Jackson Hole Trust
Wyoming
$95.9K
AAG
1720
Armstrong Advisory Group
Massachusetts
$95.8K +$36.3K +126 +61%
TIM
1721
Thompson Investment Management
Wisconsin
$95.6K
AIM
1722
Anchor Investment Management
South Carolina
$94K -$1.44K -5 -2%
ITIM
1723
Indiana Trust & Investment Management
Indiana
$90.7K
USB
1724
Union Savings Bank
Connecticut
$89.4K -$30.2K -105 -24%
PWA
1725
Physician Wealth Advisors
Utah
$88.7K +$2.88K +10 +3%

CB Hedge Fund Activity: Q2 2025 in Review

1,952 of the 7,596 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 649 trimmed.

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

  • 1,952 institutional investors held Chubb (CB) as of Q2 2025, up from 1,917 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.