1,577 Shares in Chubb Limited $CB Bought by Wealth Science Advisors LLC

Wealth Science Advisors LLC acquired a new position in shares of Chubb Limited (NYSE:CB) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 1,577 shares of the financial services provider’s stock, valued at approximately $492,000.

Several other large investors have also modified their holdings of the company. Spire Wealth Management boosted its holdings in Chubb by 490.5% in the 4th quarter. Spire Wealth Management now owns 8,615 shares of the financial services provider’s stock valued at $2,689,000 after purchasing an additional 7,156 shares during the period. Chesley Taft & Associates LLC boosted its holdings in Chubb by 7.4% in the 4th quarter. Chesley Taft & Associates LLC now owns 102,427 shares of the financial services provider’s stock valued at $31,970,000 after purchasing an additional 7,043 shares during the period. Pallas Capital Advisors LLC boosted its holdings in Chubb by 42.3% in the 4th quarter. Pallas Capital Advisors LLC now owns 14,243 shares of the financial services provider’s stock valued at $4,446,000 after purchasing an additional 4,233 shares during the period. Westbourne Investment Advisors Inc. boosted its holdings in Chubb by 12.3% in the 3rd quarter. Westbourne Investment Advisors Inc. now owns 22,233 shares of the financial services provider’s stock valued at $6,275,000 after purchasing an additional 2,427 shares during the period. Finally, Caprock Group LLC bought a new stake in Chubb in the 3rd quarter valued at $3,123,000. 83.81% of the stock is owned by institutional investors.

Analyst Ratings Changes

CB has been the subject of a number of research reports. Piper Sandler increased their price target on shares of Chubb from $319.00 to $328.00 and gave the company a “neutral” rating in a report on Wednesday. Jefferies Financial Group reduced their price target on shares of Chubb from $356.00 to $352.00 and set a “hold” rating for the company in a report on Thursday. Wells Fargo & Company increased their price target on shares of Chubb from $321.00 to $333.00 and gave the company an “equal weight” rating in a report on Thursday. Keefe, Bruyette & Woods increased their price target on shares of Chubb from $373.00 to $374.00 and gave the company an “outperform” rating in a report on Thursday. Finally, Deutsche Bank Aktiengesellschaft increased their price target on shares of Chubb from $304.00 to $330.00 and gave the company a “hold” rating in a report on Monday, March 23rd. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $348.71.

Chubb Trading Up 2.3%

Shares of CB stock opened at $332.82 on Friday. Chubb Limited has a 52-week low of $264.10 and a 52-week high of $345.67. The stock has a market cap of $129.88 billion, a price-to-earnings ratio of 11.75, a P/E/G ratio of 1.72 and a beta of 0.49. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.27 and a current ratio of 0.34. The firm has a fifty day moving average of $329.13 and a 200-day moving average of $309.53.

Chubb (NYSE:CB) last announced its quarterly earnings data on Tuesday, April 21st. The financial services provider reported $6.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.58 by $0.24. Chubb had a net margin of 18.58% and a return on equity of 14.30%. The company had revenue of $14.93 billion during the quarter, compared to analysts’ expectations of $13.51 billion. During the same quarter in the prior year, the company posted $3.68 EPS. On average, equities research analysts forecast that Chubb Limited will post 26.52 earnings per share for the current fiscal year.

Chubb Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, April 6th. Stockholders of record on Friday, March 13th were paid a $0.97 dividend. The ex-dividend date was Friday, March 13th. This represents a $3.88 dividend on an annualized basis and a dividend yield of 1.2%. Chubb’s dividend payout ratio is currently 13.70%.

Key Headlines Impacting Chubb

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Q1 results beat consensus — Chubb reported stronger-than-expected revenue, EPS and P&C underwriting income, with management highlighting robust underwriting profit and investment/life income that supported margin improvement. This is the primary driver behind today’s upside. Read More.
• Positive Sentiment: Multiple analyst upgrades/raises — Several brokers raised price targets or reiterated positive views after the print (HSBC, Keefe, Evercore, Barclays, Citizens), signaling analyst confidence in Chubb’s franchise and near-term earnings resilience. These upgrades support further upside potential. Read More. Read More. Read More.
• Positive Sentiment: Berkshire stake remains a tailwind — Continued large ownership by Berkshire Hathaway underscores long‑term investor confidence and attracts institutional interest. Read More.
• Neutral Sentiment: Analyst views mixed overall — Some outlets note conflicting analyst sentiment across financial names including Chubb, reflecting divergence on how quickly property insurance pricing and market dynamics will normalize. Read More.
• Negative Sentiment: Market worries about P&C softness — Despite the beat, investors are wary of signs that the property insurance market is softening (increased competition, declining rates), which could pressure future underwriting margins; some firms also kept neutral/trimmed targets (Cantor, Jefferies). That caution capped gains after the print. Read More. Read More.

Insider Activity

In related news, EVP Timothy Alan Boroughs sold 27,817 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $331.98, for a total transaction of $9,234,687.66. Following the completion of the sale, the executive vice president owned 11,810 shares in the company, valued at $3,920,683.80. This trade represents a 70.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Evan G. Greenberg sold 15,060 shares of the stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $331.47, for a total transaction of $4,991,938.20. Following the sale, the chief executive officer owned 511,576 shares of the company’s stock, valued at $169,572,096.72. This trade represents a 2.86% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 44,877 shares of company stock worth $14,885,226. 0.37% of the stock is currently owned by corporate insiders.

Chubb Profile

Chubb is a global property and casualty insurance company that underwrites a broad range of commercial and personal insurance products and related services. Its offerings include commercial property and casualty coverage, specialty liability, professional and management liability, cyber and technology insurance, marine and energy, surety, accident and health solutions, and high-net-worth personal lines such as homeowners, auto and valuables protection. Chubb serves businesses, individuals and institutions with tailored underwriting and risk-transfer solutions across multiple industry sectors.

In addition to core underwriting, Chubb provides risk engineering, loss control, claims management and risk consulting services intended to reduce loss severity and help clients manage exposures.