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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 %
TIM
1801
Tortoise Investment Management
New York
$22.9K +$5.22K +18 +30%
RI
1802
Ridgewood Investments
New Jersey
$22.6K +$15.1K +52 +200%
CH
1803
Canton Hathaway
Rhode Island
$22K – – –
DWM
1804
Darwin Wealth Management
Florida
$21.9K – – –
PAM
1805
Parvin Asset Management
South Dakota
$21.7K – – –
TTIC
1806
Tower Trust & Investment Company
Iowa
$20.9K – – –
TFA
1807
Toth Financial Advisory
Virginia
$20.3K +$1.45K +5 +8%
SC
1808
Solstein Capital
California
$20K +$20K +69 New
LFA
1809
Legend Financial Advisors
Pennsylvania
$18.3K +$18.3K +63 New
MMCM
1810
Murphy & Mullick Capital Management
New York
$18.1K – – –
IHWM
1811
Iron Horse Wealth Management
Iowa
$18K – – –
KG
1812
Kilter Group
New York
$17.7K +$17.7K +61 New
CPG
1813
Cornerstone Planning Group
New Jersey
$17.4K +$535 +2 +3%
NCM
1814
Northwest Capital Management
Oregon
$17.1K – – –
FWM
1815
FSA Wealth Management
Massachusetts
$17.1K +$17.1K +59 New
PPA
1816
Painted Porch Advisors
California
$16.8K -$1.74K -6 -9%
WBC
1817
West Branch Capital
Massachusetts
$16.8K – – –
CWM
1818
Centricity Wealth Management
Ohio
$16.5K – – –
PMFA
1819
Plante Moran Financial Advisors
Michigan
$16.5K +$14.2K +49 +613%
AEPWM
1820
Atlantic Edge Private Wealth Management
Florida
$16.2K – – –
PG
1821
Proffitt & Goodson
Tennessee
$16.2K – – –
TFGT
1822
TS Financial Group (TSFG)
Illinois
$16K – – –
CIAS
1823
CBIZ Investment Advisory Services
Ohio
$15.7K +$14K +48 +800%
CCM
1824
Copeland Capital Management
Pennsylvania
$15.6K – – –
RDFA
1825
Ritter Daniher Financial Advisory
Ohio
$14.5K +$14.5K +50 New
71 72
73
74 75