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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
AFG
1751
Albion Financial Group
Utah
$49.1K +$8.26K +30 +21%
MSWA
1752
Marshall & Sterling Wealth Advisors
New York
$48.9K +$275 +1 +0.6%
Loomis, Sayles & Company
1753
Loomis, Sayles & Company
Massachusetts
$48.8K +$826 +3 +2%
S
1754
Sachetta
Massachusetts
$48.6K +$2.75K +10 +6%
MPW
1755
MASECO Private Wealth
$48.3K +$13.8K +50 +41%
TC
1756
Truvestments Capital
Florida
$48.2K +$10.7K +39 +30%
HWA
1757
HHM Wealth Advisors
Tennessee
$47.2K -$3.3K -12 -7%
SA
1758
Scarborough Advisors
Maryland
$47.1K
WA
1759
WPG Advisers
Maryland
$47.1K +$1.1K +4 +2%
JWM
1760
JPL Wealth Management
Colorado
$46K +$44.9K +163 New
HC
1761
Hurley Capital
New York
$45.4K +$550 +2 +1%
FLP
1762
Financial Life Planners
Arizona
$44.3K +$43.2K +157 New
AWM
1763
Abound Wealth Management
Tennessee
$43.8K +$19K +69 +80%
EWP
1764
Elevation Wealth Partners
California
$43.7K +$4.13K +15 +11%
HCM
1765
Hollencrest Capital Management
California
$42.9K
AIC
1766
Archer Investment Corporation
Indiana
$42.6K -$8.26K -30 -17%
KFI
1767
Key Financial Inc
Pennsylvania
$42.5K -$1.38K -5 -3%
SWIM
1768
Smallwood Wealth Investment Management
New Jersey
$42.3K -$826 -3 -2%
CFD
1769
Creative Financial Designs
Indiana
$41.5K -$78.4K -285 -66%
GFWA
1770
Grey Fox Wealth Advisors
Delaware
$41.2K +$40.2K +146 New
BWL
1771
Bogart Wealth LLC
Virginia
$41.2K +$3.3K +12 +9%
AA
1772
Addison Advisors
Vermont
$40.9K -$19.3K -70 -33%
AIM
1773
Access Investment Management
Georgia
$40.1K
BSB
1774
Bangor Savings Bank
Maine
$39.5K -$6.05K -22 -14%
GCM
1775
Gables Capital Management
Florida
$39.5K

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.