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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 %
GWSA
1876
Global Wealth Strategies & Associates
Colorado
$4.64K +$580 +2 +14%
PWM
1877
Parkworth Wealth Management
California
$4.64K +$3.19K +11 +220%
DFA
1878
DHJJ Financial Advisors
Illinois
$4.64K +$4.35K +15 +1,500%
HIMS
1879
Hager Investment Management Services
New Hampshire
$4.35K – – –
BDPWM
1880
Barnes Dennig Private Wealth Management
Ohio
$4.35K +$4.35K +15 New
RWM
1881
Rialto Wealth Management
New York
$4.35K +$4.35K +15 New
MWA
1882
Moser Wealth Advisors
Washington
$4.35K +$4.35K +15 New
HWP
1883
Highline Wealth Partners
California
$4.06K +$290 +1 +8%
ATC
1884
Adirondack Trust Company
New York
$4.06K +$869 +3 +27%
CA
1885
Centerpoint Advisors
Massachusetts
$4K +$4K +14 New
SFA
1886
Semmax Financial Advisors
North Carolina
$3.81K – – –
DRP
1887
Decker Retirement Planning
Utah
$3.77K +$3.77K +13 New
EPW
1888
Evergreen Private Wealth
Colorado
$3.77K +$3.77K +13 New
FC
1889
Fairscale Capital
New Hampshire
$3.73K – – –
M
1890
MOTCO
Texas
$3.72K – – –
BFS
1891
Burkett Financial Services
South Carolina
$3.49K – – –
KWM
1892
Kiker Wealth Management
Georgia
$3.48K – – –
AWM
1893
Activest Wealth Management
Florida
$3.48K +$290 +1 +9%
TPW
1894
Talon Private Wealth
Florida
$3.48K +$3.48K +12 New
LC
1895
Luminist Capital
Michigan
$3.48K +$3.48K +12 New
NMG
1896
New Millennium Group
Utah
$3.35K -$3.07K -11 -48%
BHWM
1897
Bay Harbor Wealth Management
Maryland
$3.2K +$1.16K +4 +57%
ACA
1898
American Capital Advisory
Idaho
$3.19K +$2.32K +8 +267%
BIM
1899
Breakwater Investment Management
Washington
$2.9K – – –
RP
1900
Raelipskie Partnership
Ontario, Canada
$2.9K – – –
74 75
76
77 78