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Chubb
CB

Overview Fund Activity

1,919 hedge funds and large institutions have $102B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 811 increasing their positions, 634 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,919
Holders Change
+29
Holders Change %
+1.53%
% of All Funds
25.72%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.5%
New
156
Increased
811
Reduced
634
Closed
93
Calls
$434M
Puts
$324M
Net Calls
+$111M
Net Calls Change
-$33.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$287M
2
Two Sigma Investments
Two Sigma Investments
New York
+$222M
3
Bank of America
Bank of America
North Carolina
+$149M
4
LCOV
London Company of Virginia
Virginia
+$145M
5
AGA
Altrinsic Global Advisors
Connecticut
+$129M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$1.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$765M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$589M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$296M
5
First Trust Advisors
First Trust Advisors
Illinois
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
1776
Valued Wealth Advisors
Utah
$33.3K +$290 +1 +0.9%
SWA
1777
SOA Wealth Advisors
New York
$32.4K -$6.08K -21 -16%
WSCM
1778
Wellington Shields Capital Management
New York
$32.4K – – –
GEA
1779
Glen Eagle Advisors
New Jersey
$32.3K – – –
VWA
1780
VSM Wealth Advisory
Maryland
$31.9K +$31.9K +110 New
MIM
1781
Meridiem Investment Management
United Kingdom
$31.3K – – –
NEWAS
1782
N.E.W. Advisory Services
Wisconsin
$30.9K -$30.6K -106 -50%
IAS
1783
IMA Advisory Services
Colorado
$30.5K +$872 +3 +3%
CWM
1784
Crowley Wealth Management
Delaware
$30.4K – – –
NC
1785
North Capital
Utah
$29.8K +$4.64K +16 +18%
OWA
1786
Opal Wealth Advisors
New York
$29.3K +$4.93K +17 +20%
FMTCOCP
1787
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K – – –
CHC
1788
City Holding Co
West Virginia
$28.7K -$28.1K -97 -49%
KA
1789
Kozak & Associates
Colorado
$28K – – –
FP
1790
Financial Perspectives
Minnesota
$27.2K – – –
CB
1791
Centennial Bank
Arkansas
$26.7K +$3.77K +13 +16%
CA
1792
Crewe Advisors
Utah
$26.1K -$7.24K -25 -22%
CAL
1793
Capital Advisors Ltd
Ohio
$25K -$862 -3 -3%
AWM
1794
Abound Wealth Management
Tennessee
$24.9K – – –
RF
1795
Rossby Financial
Florida
$24.3K +$9.85K +34 +68%
MIM
1796
MTM Investment Management
South Carolina
$24.3K +$24.3K +84 New
TWD
1797
True Wealth Design
Ohio
$23.8K +$9.85K +34 +71%
CTWM
1798
Cherry Tree Wealth Management
Minnesota
$23.5K -$11K -38 -32%
HHMI
1799
Howard Hughes Medical Institute
Maryland
$23.2K +$23.2K +80 New
WCM
1800
WealthTrak Capital Management
Virginia
$22.9K +$4.06K +14 +22%
70 71
72
73 74