1,938 hedge funds and large institutions have $103B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 819 increasing their positions, 641 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $107B → $103B (-$4.4B)

1.66% less ownership

Funds ownership: 90.22%88.55% (-1.7%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,938
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$434M
Puts
$324M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1801
Crowley Wealth Management
Delaware
$30.4K
NC
1802
North Capital
Utah
$29.8K
OWA
1803
Opal Wealth Advisors
New York
$29.3K
FMTCOCP
1804
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K
CHC
1805
City Holding Co
West Virginia
$28.7K
KA
1806
Kozak & Associates
Colorado
$28K
FP
1807
Financial Perspectives
Minnesota
$27.2K
CB
1808
Centennial Bank
Arkansas
$26.7K
CA
1809
Crewe Advisors
Utah
$26.1K
CAL
1810
Capital Advisors Ltd
Ohio
$25K
AWM
1811
Abound Wealth Management
Tennessee
$24.9K
RF
1812
Rossby Financial
Florida
$24.3K
MIM
1813
MTM Investment Management
South Carolina
$24.3K
TWD
1814
True Wealth Design
Ohio
$23.8K
CTWM
1815
Cherry Tree Wealth Management
Minnesota
$23.5K
HHMI
1816
Howard Hughes Medical Institute
Maryland
$23.2K
WCM
1817
WealthTrak Capital Management
Virginia
$22.9K
TIM
1818
Tortoise Investment Management
New York
$22.9K
RI
1819
Ridgewood Investments
New Jersey
$22.6K
CH
1820
Canton Hathaway
Rhode Island
$22K
DWM
1821
Darwin Wealth Management
Florida
$21.9K
PAM
1822
Parvin Asset Management
South Dakota
$21.7K
TTIC
1823
Tower Trust & Investment Company
Iowa
$20.9K
TFA
1824
Toth Financial Advisory
Virginia
$20.3K
SC
1825
Solstein Capital
California
$20K