1,938 hedge funds and large institutions have $103B invested in Chubb in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 819 increasing their positions, 641 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $107B → $103B (-$4.4B)

1.66% less ownership

Funds ownership: 90.22%88.55% (-1.7%)

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,938
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$434M
Puts
$324M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCWM
2001
Royal Capital Wealth Management
Indiana
BIA
2002
Bigelow Investment Advisors
Maine
MGAM
2003
McGowan Group Asset Management
Texas
EWM
2004
Evergreen Wealth Management
Michigan
HCP
2005
Hexagon Capital Partners
Arkansas
CWC
2006
Carolinas Wealth Consulting
North Carolina
RTC
2007
Riverview Trust Company
Washington
GFM
2008
GF Fund Management
China
CIAM
2009
Caitong International Asset Management
Hong Kong
BC
2010
Bayforest Capital
United Kingdom
SCB
2011
Saudi Central Bank
Saudi Arabia
QL
2012
Quarry LP
New York
CAWM
2013
Capital A Wealth Management
Pennsylvania
Optiver Holding
2014
Optiver Holding
Netherlands
GFPC
2015
Global Financial Private Client
Florida
RMP
2016
Richards, Merrill & Peterson
Washington
PPWM
2017
PFG Private Wealth Management
Florida
LWANC
2018
Laurel Wealth Advisors (North Carolina)
North Carolina
WPA
2019
West Paces Advisors
Georgia
PBK
2020
Peoples Bank (Kansas)
Kansas
RCA
2021
Runnymede Capital Advisors
Ohio
FAI
2022
Fiduciary Advisors Inc
Missouri
AF
2023
Atala Financial
California
GJIA
2024
Glass Jacobson Investment Advisors
Maryland
RWM
2025
Ruedi Wealth Management
Illinois