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
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
1951
BTS Asset Management
Massachusetts
-$453K -1,500 Closed
QIM
1952
Quantitative Investment Management
Virginia
-$439K -1,456 Closed
TNA
1953
True North Advisors
Texas
-$435K -1,439 Closed
LA
1954
Legacy Advisors
Pennsylvania
-$428K -1,413 Closed
KWA
1955
Kingswood Wealth Advisors
California
-$371K -1,227 Closed
BAWM
1956
Bennett Associates Wealth Management
Pennsylvania
-$364K -1,204 Closed
AWA
1957
Arete Wealth Advisors
Illinois
-$357K -1,182 Closed
ARC
1958
Advisor Resource Council
Texas
-$346K -1,171 Closed
PDL
1959
Portfolio Design Labs
California
-$347K -1,150 Closed
GSWA
1960
Good Steward Wealth Advisors
Tennessee
-$346K -1,146 Closed
OFS
1961
Orrstown Financial Services
Pennsylvania
-$344K -1,139 Closed
GCM
1962
Graham Capital Management
Connecticut
-$327K -1,083 Closed
CAM
1963
CenterStar Asset Management
Illinois
-$305K -1,010 Closed
NFC
1964
Northstar Financial Companies
Pennsylvania
-$302K -1,001 Closed
CC
1965
Constitution Capital
Connecticut
-$302K -1,000 Closed
AFS
1966
Axiom Financial Strategies
Indiana
-$294K -972 Closed
HC
1967
Hendley & Co
Ohio
-$279K -925 Closed
PWH
1968
Priebe Wealth Holdings
Minnesota
-$274K -906 Closed
TSWM
1969
Triangle Securities Wealth Management
North Carolina
-$263K -872 Closed
CCG
1970
Catalina Capital Group
California
-$260K -860 Closed
G
1971
GenTrust
Florida
-$244K -805 Closed
CFG
1972
Clayton Financial Group
Missouri
-$230K -762 Closed
RWM
1973
Rockline Wealth Management
New York
-$228K -756 Closed
SI
1974
Sprott Inc
Ontario, Canada
-$224K -741 Closed
RFN
1975
RDA Financial Network
Iowa
-$215K -713 Closed