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
LFA
1826
Legend Financial Advisors
Pennsylvania
$18.3K
MMCM
1827
Murphy & Mullick Capital Management
New York
$18.1K
IHWM
1828
Iron Horse Wealth Management
Iowa
$18K
KG
1829
Kilter Group
New York
$17.7K
CPG
1830
Cornerstone Planning Group
New Jersey
$17.4K
NCM
1831
Northwest Capital Management
Oregon
$17.1K
FWM
1832
FSA Wealth Management
Massachusetts
$17.1K
PPA
1833
Painted Porch Advisors
California
$16.8K
WBC
1834
West Branch Capital
Massachusetts
$16.8K
RWA
1835
Redmont Wealth Advisors
Illinois
$16.8K
CWM
1836
Centricity Wealth Management
Ohio
$16.5K
PMFA
1837
Plante Moran Financial Advisors
Michigan
$16.5K
AEPWM
1838
Atlantic Edge Private Wealth Management
Florida
$16.2K
PG
1839
Proffitt & Goodson
Tennessee
$16.2K
TFGT
1840
TS Financial Group (TSFG)
Illinois
$16K
CIAS
1841
CBIZ Investment Advisory Services
Ohio
$15.7K
CCM
1842
Copeland Capital Management
Pennsylvania
$15.6K
RDFA
1843
Ritter Daniher Financial Advisory
Ohio
$14.5K
CI
1844
Clal Insurance
Israel
$14K
NWM
1845
Navigoe Wealth Management
California
$14K
HCA
1846
Harbor Capital Advisors
Illinois
$14K
ITFISA
1847
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$13.9K
SIS
1848
Sound Income Strategies
Florida
$13.7K
T
1849
Transce3nd
Texas
$13.6K
Kayne Anderson Rudnick Investment Management
1850
Kayne Anderson Rudnick Investment Management
California
$13.3K