1,887 hedge funds and large institutions have $96.9B invested in Chubb in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 745 increasing their positions, 716 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,887
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$420M
Puts
$275M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SO
2001
Sierra Ocean
California
CWM
2002
CarsonAllaria Wealth Management
Illinois
VWA
2003
VSM Wealth Advisory
Maryland
OWA
2004
Opal Wealth Advisors
New York
WCM
2005
WealthTrak Capital Management
Virginia
LFA
2006
Legend Financial Advisors
Pennsylvania
ITFISA
2007
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
T
2008
Transce3nd
Texas
RAM
2009
Riggs Asset Management
Pennsylvania
CW
2010
Curio Wealth
Maryland
PW
2011
Pandora Wealth
Illinois
TIM
2012
Total Investment Management
Arizona
CWA
2013
Carolina Wealth Advisors
South Carolina
SC
2014
Stephens Consulting
Michigan
BDPWM
2015
Barnes Dennig Private Wealth Management
Ohio
HIMS
2016
Hager Investment Management Services
New Hampshire
DRP
2017
Decker Retirement Planning
Utah
EPW
2018
Evergreen Private Wealth
Colorado
KWM
2019
Kiker Wealth Management
Georgia
BA
2020
Bellwether Advisors
Nebraska
T
2021
Tidemark
California
MAWAG
2022
Mid-American Wealth Advisory Group
Missouri
LFA
2023
LGT Financial Advisors
Texas