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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
TCM
1801
Tradewinds Capital Management
Washington
$35.6K
NWM
1802
Nova Wealth Management
Florida
$35.1K -$10.1K -35 -22%
MPW
1803
MASECO Private Wealth
$35K +$34.8K +121 New
CWM
1804
CarsonAllaria Wealth Management
Illinois
$34.3K
VWA
1805
Valued Wealth Advisors
Utah
$33.3K +$288 +1 +0.9%
SWA
1806
SOA Wealth Advisors
New York
$32.4K -$6.04K -21 -16%
WSCM
1807
Wellington Shields Capital Management
New York
$32.4K
GEA
1808
Glen Eagle Advisors
New Jersey
$32.3K
VWA
1809
VSM Wealth Advisory
Maryland
$31.9K +$31.7K +110 New
MIM
1810
Meridiem Investment Management
United Kingdom
$31.3K
NEWAS
1811
N.E.W. Advisory Services
Wisconsin
$30.9K -$30.5K -106 -50%
IAS
1812
IMA Advisory Services
Colorado
$30.5K +$863 +3 +3%
CWM
1813
Crowley Wealth Management
Delaware
$30.4K
NC
1814
North Capital
Utah
$29.8K +$4.6K +16 +18%
OWA
1815
Opal Wealth Advisors
New York
$29.3K +$4.89K +17 +20%
FMTCOCP
1816
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K
CHC
1817
City Holding Co
West Virginia
$28.7K -$27.9K -97 -49%
KA
1818
Kozak & Associates
Colorado
$28K
FP
1819
Financial Perspectives
Minnesota
$27.2K
CB
1820
Centennial Bank
Arkansas
$26.7K +$3.74K +13 +16%
CA
1821
Crewe Advisors
Utah
$26.1K -$7.19K -25 -22%
CAL
1822
Capital Advisors Ltd
Ohio
$25K -$863 -3 -3%
AWM
1823
Abound Wealth Management
Tennessee
$24.9K
RF
1824
Rossby Financial
Florida
$24.3K +$9.78K +34 +68%
MIM
1825
MTM Investment Management
South Carolina
$24.3K +$24.2K +84 New

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.