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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
TWD
1826
True Wealth Design
Ohio
$23.8K +$9.78K +34 +71%
CTWM
1827
Cherry Tree Wealth Management
Minnesota
$23.5K -$10.9K -38 -32%
HHMI
1828
Howard Hughes Medical Institute
Maryland
$23.2K +$23K +80 New
WCM
1829
WealthTrak Capital Management
Virginia
$22.9K +$4.03K +14 +22%
TIM
1830
Tortoise Investment Management
New York
$22.9K +$5.18K +18 +30%
RI
1831
Ridgewood Investments
New Jersey
$22.6K +$15K +52 +200%
CH
1832
Canton Hathaway
Rhode Island
$22K
DWM
1833
Darwin Wealth Management
Florida
$21.9K
PAM
1834
Parvin Asset Management
South Dakota
$21.7K
TTIC
1835
Tower Trust & Investment Company
Iowa
$20.9K
TFA
1836
Toth Financial Advisory
Virginia
$20.3K +$1.44K +5 +8%
SC
1837
Solstein Capital
California
$20K +$19.9K +69 New
LFA
1838
Legend Financial Advisors
Pennsylvania
$18.3K +$18.1K +63 New
MMCM
1839
Murphy & Mullick Capital Management
New York
$18.1K
IHWM
1840
Iron Horse Wealth Management
Iowa
$18K
KG
1841
Kilter Group
New York
$17.7K +$17.6K +61 New
CPG
1842
Cornerstone Planning Group
New Jersey
$17.4K +$576 +2 +3%
NCM
1843
Northwest Capital Management
Oregon
$17.1K
FWM
1844
FSA Wealth Management
Massachusetts
$17.1K +$17K +59 New
PPA
1845
Painted Porch Advisors
California
$16.8K -$1.73K -6 -9%
WBC
1846
West Branch Capital
Massachusetts
$16.8K
RWA
1847
Redmont Wealth Advisors
Illinois
$16.8K +$8.63K +30 +107%
CWM
1848
Centricity Wealth Management
Ohio
$16.5K
PMFA
1849
Plante Moran Financial Advisors
Michigan
$16.5K +$14.1K +49 +613%
AEPWM
1850
Atlantic Edge Private Wealth Management
Florida
$16.2K

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.