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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
CWP
1901
Clark Wealth Partners
Illinois
$5.5K
PWA
1902
Principia Wealth Advisory
Texas
$5.5K +$1.44K +5 +36%
WOC
1903
West Oak Capital
California
$5.03K
WBWA
1904
William B. Walkup & Associates
South Carolina
$5.02K
POIA
1905
Pin Oak Investment Advisors
Texas
$5K
CIA
1906
Cape Investment Advisory
Georgia
$4.92K +$4.89K +17 New
GWSA
1907
Global Wealth Strategies & Associates
Colorado
$4.64K +$576 +2 +14%
PWM
1908
Parkworth Wealth Management
California
$4.64K +$3.17K +11 +220%
DFA
1909
DHJJ Financial Advisors
Illinois
$4.64K +$4.32K +15 +1,500%
HIMS
1910
Hager Investment Management Services
New Hampshire
$4.35K
BDPWM
1911
Barnes Dennig Private Wealth Management
Ohio
$4.35K +$4.32K +15 New
MWA
1912
Moser Wealth Advisors
Washington
$4.35K +$4.32K +15 New
RWM
1913
Rialto Wealth Management
New York
$4.35K +$4.32K +15 New
HWP
1914
Highline Wealth Partners
California
$4.06K +$288 +1 +8%
ATC
1915
Adirondack Trust Company
New York
$4.05K +$863 +3 +27%
CA
1916
Centerpoint Advisors
Massachusetts
$4K +$4.03K +14 New
SFA
1917
Semmax Financial Advisors
North Carolina
$3.81K
DRP
1918
Decker Retirement Planning
Utah
$3.77K +$3.74K +13 New
EPW
1919
Evergreen Private Wealth
Colorado
$3.77K +$3.74K +13 New
FC
1920
Fairscale Capital
New Hampshire
$3.73K
M
1921
MOTCO
Texas
$3.72K
BFS
1922
Burkett Financial Services
South Carolina
$3.49K
KWM
1923
Kiker Wealth Management
Georgia
$3.48K
AWM
1924
Activest Wealth Management
Florida
$3.48K +$288 +1 +9%
TPW
1925
Talon Private Wealth
Florida
$3.48K +$3.45K +12 New

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.