1,928 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, 814 increasing their positions, 638 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 (-$4.31B)

1.57% less ownership

Funds ownership: 90.04%88.47% (-1.6%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,928
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
1826
Centricity Wealth Management
Ohio
$16.5K
PMFA
1827
Plante Moran Financial Advisors
Michigan
$16.5K
AEPWM
1828
Atlantic Edge Private Wealth Management
Florida
$16.2K
PG
1829
Proffitt & Goodson
Tennessee
$16.2K
TFGT
1830
TS Financial Group (TSFG)
Illinois
$16K
CIAS
1831
CBIZ Investment Advisory Services
Ohio
$15.7K
CCM
1832
Copeland Capital Management
Pennsylvania
$15.6K
RDFA
1833
Ritter Daniher Financial Advisory
Ohio
$14.5K
CI
1834
Clal Insurance
Israel
$14K
NWM
1835
Navigoe Wealth Management
California
$14K
HCA
1836
Harbor Capital Advisors
Illinois
$14K
ITFISA
1837
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$13.9K
SIS
1838
Sound Income Strategies
Florida
$13.7K
T
1839
Transce3nd
Texas
$13.6K
Kayne Anderson Rudnick Investment Management
1840
Kayne Anderson Rudnick Investment Management
California
$13.3K
CWM
1841
Copia Wealth Management
Oregon
$13K
FNWA
1842
Financial Network Wealth Advisors
Utah
$12.2K
FFA
1843
Frazier Financial Advisors
Ohio
$11.9K
RAM
1844
Riggs Asset Management
Pennsylvania
$11.9K
RTL
1845
Red Tortoise LLC
Georgia
$11.3K
AG
1846
AmeriFlex Group
Nevada
$11.1K
CW
1847
Curio Wealth
Maryland
$10.7K
IWM
1848
IMG Wealth Management
Florida
$10.7K
BFS
1849
Bare Financial Services
Pennsylvania
$10.7K
CMA
1850
Cedar Mountain Advisors
Oregon
$10.4K