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1,919 hedge funds and large institutions have $97.1B invested in Chubb in 2025 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 762 increasing their positions, 726 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $420M | Put options by funds: $275M

3% more funds holding in top 10

Funds holding in top 10: 3738 (+1)

5% more repeat investments, than reductions

Existing positions increased: 762 | Existing positions reduced: 726

1% less first-time investments, than exits

New positions opened: 134 | Existing positions closed: 135

2% less funds holding

Funds holding: 1,9511,919 (-32)

2.53% less ownership

Funds ownership: 88.8%86.27% (-2.5%)

6% less capital invested

Capital invested by funds: $103B → $97.1B (-$6.23B)

Holders
1,919
Holders Change
-32
Holders Change %
-1.64%
% of All Funds
25.19%
Holding in Top 10
38
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.7%
% of All Funds
0.5%
New
134
Increased
762
Reduced
726
Closed
135
Calls
$420M
Puts
$275M
Net Calls
+$145M
Net Calls Change
+$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
APW
2026
Acima Private Wealth
Virginia
-$76.5K -264 Closed
TPWA
2027
Twin Peaks Wealth Advisors
California
-$60.7K -225 Closed
BCMLT
2028
Beacon Capital Management LLC (Tennessee)
Tennessee
-$64.6K -223 Closed
OW
2029
Olistico Wealth
Oklahoma
-$57.9K -200 Closed
NC
2030
NewSquare Capital
Pennsylvania
-$54.2K -187 Closed
GC
2031
Garde Capital
Washington
-$50.7K -175 Closed
IFS
2032
Intelligent Financial Strategies
Minnesota
-$43.3K -149 Closed
WA
2033
Whipplewood Advisors
Colorado
-$42K -145 Closed
SO
2034
Sierra Ocean
California
-$36.6K -126 Closed
CWM
2035
CarsonAllaria Wealth Management
Illinois
-$34.3K -118 Closed
VWA
2036
VSM Wealth Advisory
Maryland
-$31.9K -110 Closed
OWA
2037
Opal Wealth Advisors
New York
-$29.3K -101 Closed
WCM
2038
WealthTrak Capital Management
Virginia
-$22.9K -79 Closed
LFA
2039
Legend Financial Advisors
Pennsylvania
-$18.3K -63 Closed
ITFISA
2040
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$13.9K -48 Closed
T
2041
Transce3nd
Texas
-$13.6K -47 Closed
RAM
2042
Riggs Asset Management
Pennsylvania
-$11.9K -41 Closed
CW
2043
Curio Wealth
Maryland
-$10.7K -37 Closed
PW
2044
Pandora Wealth
Illinois
-$6.66K -23 Closed
TIM
2045
Total Investment Management
Arizona
-$6.39K -22 Closed
CWA
2046
Carolina Wealth Advisors
South Carolina
-$5.79K -20 Closed
SC
2047
Stephens Consulting
Michigan
-$5.79K -20 Closed
BDPWM
2048
Barnes Dennig Private Wealth Management
Ohio
-$4.35K -15 Closed
HIMS
2049
Hager Investment Management Services
New Hampshire
-$4.35K -15 Closed
DRP
2050
Decker Retirement Planning
Utah
-$3.77K -13 Closed

CB Hedge Fund Activity: Q3 2025 in Review

1,919 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2025, worth a combined $97.1B — down 6% from $103B a quarter earlier.

Sellers outnumbered buyers: 135 funds closed out of CB and 134 opened new positions — a net loss of 1 holder — while 726 trimmed existing stakes and 762 added.

The largest buyer was Berkshire Hathaway, adding an estimated $1.18B. The largest seller was UBS AM, exiting entirely with an estimated $898M sold.

  • 1,919 institutional investors held Chubb (CB) as of Q3 2025, down from 1,951 in Q2 2025.
  • Funds reported $97.1B of Chubb stock for Q3 2025, down 6% quarter-over-quarter.
  • 134 funds opened new Chubb positions in Q3 2025 and 135 closed out, a net change of -1 holder.
  • The largest Chubb buyer in Q3 2025 was Berkshire Hathaway, an estimated $1.18B added.
  • The largest Chubb seller in Q3 2025 was UBS AM, an estimated $898M sold.

Based on aggregated 13F filings for Q3 2025.