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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
PG
1851
Proffitt & Goodson
Tennessee
$16.2K
TFGT
1852
TS Financial Group (TSFG)
Illinois
$16K
CIAS
1853
CBIZ Investment Advisory Services
Ohio
$15.7K +$13.8K +48 +800%
CCM
1854
Copeland Capital Management
Pennsylvania
$15.6K
RDFA
1855
Ritter Daniher Financial Advisory
Ohio
$14.5K +$14.4K +50 New
CI
1856
Clal Insurance
Israel
$14K -$20.1K -70 -59%
NWM
1857
Navigoe Wealth Management
California
$14K
HCA
1858
Harbor Capital Advisors
Illinois
$14K +$2.59K +9 +24%
ITFISA
1859
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$13.9K -$8.06K -28 -37%
SIS
1860
Sound Income Strategies
Florida
$13.7K +$863 +3 +7%
T
1861
Transce3nd
Texas
$13.6K
Kayne Anderson Rudnick Investment Management
1862
Kayne Anderson Rudnick Investment Management
California
$13.3K +$3.17K +11 +31%
CWM
1863
Copia Wealth Management
Oregon
$13K
FNWA
1864
Financial Network Wealth Advisors
Utah
$12.2K +$1.73K +6 +17%
FFA
1865
Frazier Financial Advisors
Ohio
$11.9K
RAM
1866
Riggs Asset Management
Pennsylvania
$11.9K +$9.21K +32 +356%
RTL
1867
Red Tortoise LLC
Georgia
$11.3K
AG
1868
AmeriFlex Group
Nevada
$11.1K -$94.7K -329 -89%
CW
1869
Curio Wealth
Maryland
$10.7K +$10.4K +36 +3,600%
IWM
1870
IMG Wealth Management
Florida
$10.7K +$10.6K +37 New
BFS
1871
Bare Financial Services
Pennsylvania
$10.7K +$8.35K +29 +363%
CMA
1872
Cedar Mountain Advisors
Oregon
$10.4K
DIP
1873
DT Investment Partners
Pennsylvania
$10.1K
DWM
1874
Dogwood Wealth Management
Kansas
$10.1K +$3.74K +13 +57%
KFP
1875
Keener Financial Planning
Texas
$10K

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.