We are live on ! Find out more

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
PWH
2001
Priebe Wealth Holdings
Minnesota
-$274K -906 Closed
TSWM
2002
Triangle Securities Wealth Management
North Carolina
-$263K -872 Closed
CCG
2003
Catalina Capital Group
California
-$260K -860 Closed
G
2004
GenTrust
Florida
-$244K -805 Closed
CFG
2005
Clayton Financial Group
Missouri
-$230K -762 Closed
RWM
2006
Rockline Wealth Management
New York
-$228K -756 Closed
SI
2007
Sprott Inc
Ontario, Canada
-$224K -741 Closed
RFN
2008
RDA Financial Network
Iowa
-$215K -713 Closed
SB
2009
Strategic Blueprint
Georgia
-$214K -709 Closed
AIA
2010
Accelerate Investment Advisors
California
-$208K -688 Closed
IFS
2011
Ifrah Financial Services
Arkansas
-$206K -682 Closed
WDG
2012
Wealth Dimensions Group
Ohio
-$206K -681 Closed
CNBOF
2013
City National Bank of Florida
Florida
-$204K -676 Closed
LOIP
2014
Live Oak Investment Partners
Texas
-$204K -674 Closed
RCWM
2015
Royal Capital Wealth Management
Indiana
-$204K -674 Closed
BIA
2016
Bigelow Investment Advisors
Maine
-$203K -673 Closed
MGAM
2017
McGowan Group Asset Management
Texas
-$202K -669 Closed
EWM
2018
Evergreen Wealth Management
Michigan
-$200K -663 Closed
HCP
2019
Hexagon Capital Partners
Arkansas
-$178K -588 Closed
CWC
2020
Carolinas Wealth Consulting
North Carolina
-$126K -417 Closed
RTC
2021
Riverview Trust Company
Washington
-$73.1K -242 Closed
GFM
2022
GF Fund Management
China
-$54.7K -181 Closed
CIAM
2023
Caitong International Asset Management
Hong Kong
-$53.1K -176 Closed
BC
2024
Bayforest Capital
United Kingdom
-$51.9K -172 Closed
QL
2025
Quarry LP
New York
-$45.6K -151 Closed

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.