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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
FUBT
1776
First United Bank & Trust
Maryland
$46.1K -$9.5K -33 -17%
HC
1777
Hurley Capital
New York
$46.1K
KFI
1778
Key Financial Inc
Pennsylvania
$45.2K -$24.7K -86 -36%
SWIM
1779
Smallwood Wealth Investment Management
New Jersey
$44.3K +$863 +3 +2%
HCM
1780
Hollencrest Capital Management
California
$44K
CCM
1781
Chilton Capital Management
Texas
$43.7K -$4.89K -17 -10%
WIM
1782
Westside Investment Management
California
$43.4K +$38K +132 +733%
IFS
1783
Intelligent Financial Strategies
Minnesota
$43.3K
TCA
1784
Trifecta Capital Advisors
Illinois
$42.6K +$37.4K +130 +765%
WA
1785
Whipplewood Advisors
Colorado
$42K +$4.89K +17 +13%
AFG
1786
Albion Financial Group
Utah
$41.7K
AIM
1787
Access Investment Management
Georgia
$41.1K +$40.9K +142 New
C
1788
Covestor
United Kingdom
$41K
EWP
1789
Elevation Wealth Partners
California
$40.6K
GCM
1790
Gables Capital Management
Florida
$40.6K
1M
1791
1248 Management
Missouri
$39.8K
CTA
1792
Colonial Trust Advisors
South Carolina
$39.1K -$14.4K -50 -27%
BWL
1793
Bogart Wealth LLC
Virginia
$38.8K -$3.74K -13 -9%
BFPW
1794
BOK Financial Private Wealth
Colorado
$38.4K
TC
1795
Truvestments Capital
Florida
$38.1K +$288 +1 +0.8%
AP
1796
Atwood & Palmer
Missouri
$37.7K
SO
1797
Sierra Ocean
California
$36.6K +$6.91K +24 +24%
APW
1798
Atlantic Private Wealth
North Carolina
$36.2K
KB
1799
Kimelman & Baird
New York
$36.2K
BTC
1800
Bank & Trust Company
Illinois
$35.9K

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.