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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
LC
1926
Luminist Capital
Michigan
$3.48K +$3.45K +12 New
NMG
1927
New Millennium Group
Utah
$3.35K -$3.17K -11 -48%
BHWM
1928
Bay Harbor Wealth Management
Maryland
$3.2K +$1.15K +4 +57%
ACA
1929
American Capital Advisory
Idaho
$3.19K +$2.3K +8 +267%
BIM
1930
Breakwater Investment Management
Washington
$2.9K
CAM
1931
Chesapeake Asset Management
New York
$2.9K -$1.15K -4 -29%
RP
1932
Raelipskie Partnership
Ontario, Canada
$2.9K
LWMI
1933
Legacy Wealth Management (Idaho)
Idaho
$2.61K
LIS
1934
Legacy Investment Solutions
Idaho
$2.61K +$2.59K +9 New
STB
1935
S&T Bank
Pennsylvania
$2.61K +$2.59K +9 New
MAFA
1936
MJT & Associates Financial Advisory
Minnesota
$2.32K
BA
1937
Bellwether Advisors
Nebraska
$2.32K +$2.3K +8 New
W
1938
WealthCollab
Washington
$2.03K
HIA
1939
HFM Investment Advisors
New Jersey
$2.03K +$1.15K +4 +133%
NRWA
1940
North Ridge Wealth Advisors
Oregon
$1.74K
PS
1941
PayPay Securities
Japan
$1.74K +$863 +3 +100%
WWM
1942
Wolff Wiese Magana
California
$1.45K
T
1943
Tidemark
California
$1.45K +$1.44K +5 New
RPA
1944
Redwood Park Advisors
California
$1.16K
LFA
1945
LGT Financial Advisors
Texas
$1.16K +$1.15K +4 New
MAWAG
1946
Mid-American Wealth Advisory Group
Missouri
$1.16K +$1.15K +4 New
DF
1947
DecisionPoint Financial
Arizona
$869 +$863 +3 New
SFCL
1948
Strengthening Families & Communities LLC
Massachusetts
$869 +$863 +3 New
PEAK6
1949
PEAK6
Illinois
$522 -$288 -1 -33%
FGC
1950
Financial Gravity Companies
Texas
$290 +$288 +1 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.