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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: 3738 (+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: 1,9511,919 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HNW
1876
High Note Wealth
Minnesota
$5.93K
POIA
1877
Pin Oak Investment Advisors
Texas
$5.66K +$275 +1 +5%
EWM
1878
Evolution Wealth Management
Florida
$5.64K
MAS
1879
MPWM Advisory Solutions
Georgia
$5.64K
PWA
1880
Principia Wealth Advisory
Texas
$5.64K +$275 +1 +5%
DWM
1881
Dogwood Wealth Management
Kansas
$5.38K -$4.68K -17 -47%
CTA
1882
Colonial Trust Advisors
South Carolina
$5.36K -$31.9K -116 -86%
BHWM
1883
Bay Harbor Wealth Management
Maryland
$5.09K +$1.93K +7 +64%
WOC
1884
West Oak Capital
California
$4.9K
WBWA
1885
William B. Walkup & Associates
South Carolina
$4.89K
TCA
1886
Trifecta Capital Advisors
Illinois
$4.8K -$35.8K -130 -88%
DFA
1887
DHJJ Financial Advisors
Illinois
$4.53K
PS
1888
PayPay Securities
Japan
$4.09K +$2.2K +8 +133%
FC
1889
Fairscale Capital
New Hampshire
$3.96K
M
1890
MOTCO
Texas
$3.95K
ATC
1891
Adirondack Trust Company
New York
$3.95K
BFS
1892
Burkett Financial Services
South Carolina
$3.41K
NMG
1893
New Millennium Group
Utah
$3.39K
BIM
1894
Breakwater Investment Management
Washington
$3.39K +$550 +2 +20%
LC
1895
Luminist Capital
Michigan
$3.38K
HWP
1896
Highline Wealth Partners
California
$3.1K -$826 -3 -21%
AWM
1897
Activest Wealth Management
Florida
$3.1K -$275 -1 -8%
RP
1898
Raelipskie Partnership
Ontario, Canada
$2.82K
WWM
1899
Wolff Wiese Magana
California
$2.82K +$1.38K +5 +100%
FGAM
1900
Financial Gravity Asset Management
Texas
$2.82K +$2.75K +10 New

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.