We are live on ! Find out more
CB icon

Chubb
CB

1,919 hedge funds and large institutions have $97.1B invested in Chubb in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 762 increasing their positions, 726 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $420M | Put options by funds: $275M

3% more funds holding in top 10

Funds holding in top 10: 37 → 38 (+1)

5% more repeat investments, than reductions

Existing positions increased: 762 | Existing positions reduced: 726

1% less first-time investments, than exits

New positions opened: 134 | Existing positions closed: 135

2% less funds holding

Funds holding: 1,951 → 1,919 (-32)

2.53% less ownership

Funds ownership: 88.8% → 86.27% (-2.5%)

6% less capital invested

Capital invested by funds: $103B → $97.1B (-$6.23B)

Holders
1,919
Holders Change
-32
Holders Change %
-1.64%
% of All Funds
25.19%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
134
Increased
762
Reduced
726
Closed
135
Calls
$420M
Puts
$275M
Net Calls
+$145M
Net Calls Change
+$34.3M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.18B
2
AQR Capital Management
AQR Capital Management
Connecticut
+$330M
3
GQG Partners
GQG Partners
Florida
+$279M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$231M
5
WP
Woodline Partners
California
+$215M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$898M
2
Capital International Investors
Capital International Investors
California
-$758M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$664M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$615M
5
Capital World Investors
Capital World Investors
California
-$557M
Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1826
West Branch Capital
Massachusetts
$16.4K – – –
NWM
1827
Navigoe Wealth Management
California
$16K +$1.93K +7 +14%
AEPWM
1828
Atlantic Edge Private Wealth Management
Florida
$15.8K – – –
CIA
1829
Cape Investment Advisory
Georgia
$15.8K +$10.7K +39 +229%
WWA
1830
Wealth Watch Advisors
Colorado
$15.2K +$14.9K +54 New
CCM
1831
Copeland Capital Management
Pennsylvania
$15.2K – – –
PPA
1832
Painted Porch Advisors
California
$15K -$1.38K -5 -9%
MAM
1833
Marquette Asset Management
Minnesota
$14.7K +$14.3K +52 New
FNWA
1834
Financial Network Wealth Advisors
Utah
$14.4K +$2.48K +9 +21%
RDFA
1835
Ritter Daniher Financial Advisory
Ohio
$14.1K – – –
CWM
1836
Copia Wealth Management
Oregon
$12.7K – – –
Kayne Anderson Rudnick Investment Management
1837
Kayne Anderson Rudnick Investment Management
California
$12.1K -$826 -3 -7%
GWS
1838
Greykasell Wealth Strategies
California
$12.1K +$6.33K +23 +115%
CI
1839
Clal Insurance
Israel
$12K -$1.1K -4 -8%
RBC
1840
Roble Belko & Company
Pennsylvania
$12K +$12.1K +44 New
GA
1841
Guerra Advisors
Florida
$11.6K +$11.3K +41 New
FFA
1842
Frazier Financial Advisors
Ohio
$11.6K – – –
BFS
1843
Bare Financial Services
Pennsylvania
$11.3K +$826 +3 +8%
RTL
1844
Red Tortoise LLC
Georgia
$11K – – –
AIP
1845
Alexis Investment Partners
Texas
$11K +$10.7K +39 New
CCM
1846
Cloud Capital Management
Washington
$11K +$11.6K +42 New
DCM
1847
Davidson Capital Management
Texas
$10.7K -$3.15M -11,461 -100%
IWM
1848
IMG Wealth Management
Florida
$10.4K – – –
KFP
1849
Keener Financial Planning
Texas
$10K – – –
UIA
1850
Ulland Investment Advisors
Minnesota
$10K – – –
72 73
74
75 76

CB Hedge Fund Activity: Q3 2025 in Review

1,919 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2025, worth a combined $97.1B — down 6% from $103B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of CB and 134 opened new positions — a net loss of 1 holder — while 726 trimmed existing stakes and 762 added.

The largest buyer was Berkshire Hathaway, adding an estimated $1.18B. The largest seller was UBS AM, exiting entirely with an estimated $898M sold.

  • 1,919 institutional investors held Chubb (CB) as of Q3 2025, down from 1,951 in Q2 2025.
  • Funds reported $97.1B of Chubb stock for Q3 2025, down 6% quarter-over-quarter.
  • 134 funds opened new Chubb positions in Q3 2025 and 135 closed out, a net change of -1 holder.
  • The largest Chubb buyer in Q3 2025 was Berkshire Hathaway, an estimated $1.18B added.
  • The largest Chubb seller in Q3 2025 was UBS AM, an estimated $898M sold.

Based on aggregated 13F filings for Q3 2025.