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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
JWA
1701
JFS Wealth Advisors
Pennsylvania
$107K -$550 -2 -0.5%
MWPCG
1702
Measured Wealth Private Client Group
New Hampshire
$104K +$102K +369 New
MSFP
1703
Mark Sheptoff Financial Planning
Connecticut
$102K -$9.36K -34 -9%
AW
1704
Avion Wealth
Texas
$101K -$2.48K -9 -2%
IW
1705
Imprint Wealth
South Carolina
$99.4K +$96.9K +352 New
MHR
1706
Matthew Hamilton Rosenberg
$99.1K
BL
1707
BFSG LLC
California
$95.7K -$1.65K -6 -2%
WPA
1708
Wealth Preservation Advisors
Tennessee
$94.8K -$1.1K -4 -1%
BOJHT
1709
Bank of Jackson Hole Trust
Wyoming
$93.4K
TIM
1710
Thompson Investment Management
Wisconsin
$93.1K
CIAM
1711
Caitong International Asset Management
Hong Kong
$92.6K +$90.3K +328 New
AIM
1712
Anchor Investment Management
South Carolina
$91.6K
AAG
1713
Armstrong Advisory Group
Massachusetts
$91.2K -$2.2K -8 -2%
ITIM
1714
Indiana Trust & Investment Management
Indiana
$88.3K
PWA
1715
Physician Wealth Advisors
Utah
$86.9K +$550 +2 +0.7%
LC
1716
Lavaca Capital
Texas
$84.7K
CBT
1717
Crews Bank & Trust
Florida
$84.1K
IRC
1718
Investors Research Corp
Georgia
$83.8K
SIS
1719
Sound Income Strategies
Florida
$82.8K +$67.2K +244 +519%
HWM
1720
Hemington Wealth Management
Virginia
$81K +$2.2K +8 +3%
CT
1721
Caldwell Trust
Florida
$80.2K +$8.26K +30 +12%
HWM
1722
Horizons Wealth Management
North Carolina
$79.6K
WIM
1723
Westside Investment Management
California
$79.4K +$36.3K +132 +88%
MLA
1724
MB, Levis & Associates
Pennsylvania
$78.1K
FMII
1725
Farmers & Merchants Investments Inc
Nebraska
$76.2K -$1.38K -5 -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.