1,913 hedge funds and large institutions have $97B invested in Chubb in 2025 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 760 increasing their positions, 724 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,913
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
IFS
2026
Intelligent Financial Strategies
Minnesota
WA
2027
Whipplewood Advisors
Colorado
SO
2028
Sierra Ocean
California
CWM
2029
CarsonAllaria Wealth Management
Illinois
VWA
2030
VSM Wealth Advisory
Maryland
OWA
2031
Opal Wealth Advisors
New York
WCM
2032
WealthTrak Capital Management
Virginia
LFA
2033
Legend Financial Advisors
Pennsylvania
ITFISA
2034
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
T
2035
Transce3nd
Texas
RAM
2036
Riggs Asset Management
Pennsylvania
CW
2037
Curio Wealth
Maryland
PW
2038
Pandora Wealth
Illinois
TIM
2039
Total Investment Management
Arizona
CWA
2040
Carolina Wealth Advisors
South Carolina
SC
2041
Stephens Consulting
Michigan
HIMS
2042
Hager Investment Management Services
New Hampshire
BDPWM
2043
Barnes Dennig Private Wealth Management
Ohio
EPW
2044
Evergreen Private Wealth
Colorado
DRP
2045
Decker Retirement Planning
Utah
KWM
2046
Kiker Wealth Management
Georgia
BA
2047
Bellwether Advisors
Nebraska
T
2048
Tidemark
California
LFA
2049
LGT Financial Advisors
Texas
MAWAG
2050
Mid-American Wealth Advisory Group
Missouri