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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 %
HIW
1851
Holos Integrated Wealth
Pennsylvania
$9.22K – – –
PCM
1852
Penserra Capital Management
California
$9K -$1.62M -5,925 -99%
PWMG
1853
Private Wealth Management Group
New Jersey
$8.69K – – –
MWM
1854
Mascoma Wealth Management
New Hampshire
$8.4K – – –
SVCP
1855
Silicon Valley Capital Partners
California
$8.25K – – –
CMP
1856
Coston McIsaac & Partners
Maine
$8K – – –
FPB
1857
First PREMIER Bank
South Dakota
$7K – – –
PW
1858
Pandora Wealth
Illinois
$6.66K +$6.66K +23 New
WCM
1859
Westend Capital Management
California
$6.66K +$6.66K +23 New
TIM
1860
Total Investment Management
Arizona
$6.39K +$6.39K +22 New
FPF
1861
First Pacific Financial
Washington
$6.09K – – –
HNW
1862
High Note Wealth
Minnesota
$6.08K – – –
1IA
1863
1620 Investment Advisors
Massachusetts
$6.08K – – –
FLFS
1864
Family Legacy Financial Solutions
North Carolina
$6.08K +$6.08K +21 New
SC
1865
Stephens Consulting
Michigan
$5.8K +$2.9K +10 +100%
GWS
1866
Greykasell Wealth Strategies
California
$5.79K – – –
AP
1867
Aspect Partners
Virginia
$5.79K – – –
MAS
1868
MPWM Advisory Solutions
Georgia
$5.79K – – –
CWA
1869
Carolina Wealth Advisors
South Carolina
$5.79K – – –
EWM
1870
Evolution Wealth Management
Florida
$5.79K +$5.79K +20 New
PWA
1871
Principia Wealth Advisory
Texas
$5.51K +$1.45K +5 +36%
WOC
1872
West Oak Capital
California
$5.03K – – –
WBWA
1873
William B. Walkup & Associates
South Carolina
$5.02K – – –
POIA
1874
Pin Oak Investment Advisors
Texas
$5K – – –
CIA
1875
Cape Investment Advisory
Georgia
$4.93K +$4.93K +17 New
73 74
75
76 77