We are live on ! Find out more

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
CSC
1751
Caldwell Sutter Capital
California
$61.7K
TPWA
1752
Twin Peaks Wealth Advisors
California
$60.7K +$64.7K +225 New
SVWA
1753
Sarver Vrooman Wealth Advisors
Missouri
$59.1K -$19.3K -67 -25%
OW
1754
Olistico Wealth
Oklahoma
$57.9K -$256K -889 -82%
PPC
1755
Park Place Capital
Alabama
$57.9K
NSIM
1756
North Star Investment Management
Illinois
$55.3K
TF
1757
Tompkins Financial
New York
$54.8K
CYG
1758
Clean Yield Group
Vermont
$54.2K
NC
1759
NewSquare Capital
Pennsylvania
$54.2K +$21.3K +74 +65%
TFM
1760
TFC Financial Management
Massachusetts
$53K -$3.45K -12 -6%
OA
1761
Operose Advisors
Wisconsin
$52.4K +$6.33K +22 +14%
AIC
1762
Archer Investment Corporation
Indiana
$52.3K -$288 -1 -0.5%
ETS
1763
ESL Trust Services
New York
$52.1K -$5.75K -20 -10%
OSNBOA
1764
Old Second National Bank of Aurora
Illinois
$52.1K
OAJ
1765
Ogorek Anthony Joseph
New York
$52K
HWA
1766
HHM Wealth Advisors
Tennessee
$51.9K
JFA
1767
JNBA Financial Advisors
Minnesota
$51.9K
MSG
1768
Main Street Group
Virginia
$51K -$2.3K -8 -4%
GC
1769
Garde Capital
Washington
$50.7K +$14.4K +50 +40%
MSWA
1770
Marshall & Sterling Wealth Advisors
New York
$50.1K +$288 +1 +0.6%
Loomis, Sayles & Company
1771
Loomis, Sayles & Company
Massachusetts
$49.3K +$30.8K +107 +170%
SA
1772
Scarborough Advisors
Maryland
$48.4K +$48.1K +167 New
WA
1773
WPG Advisers
Maryland
$47.2K +$15.3K +53 +48%
S
1774
Sachetta
Massachusetts
$46.9K +$1.73K +6 +4%
BSB
1775
Bangor Savings Bank
Maine
$46.9K -$3.74K -13 -7%

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.