National Pension Service Raises Stake in Chubb Limited $CB

National Pension Service boosted its stake in Chubb Limited (NYSE:CB) by 2.7% in the 3rd quarter, Holdings Channel reports. The firm owned 922,959 shares of the financial services provider’s stock after acquiring an additional 24,407 shares during the quarter. National Pension Service’s holdings in Chubb were worth $260,505,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Norges Bank purchased a new position in Chubb during the second quarter valued at approximately $1,195,137,000. Bank of America Corp DE grew its position in shares of Chubb by 11.6% during the 2nd quarter. Bank of America Corp DE now owns 4,929,858 shares of the financial services provider’s stock valued at $1,428,278,000 after purchasing an additional 513,852 shares in the last quarter. London Co. of Virginia grew its position in shares of Chubb by 211.0% during the 2nd quarter. London Co. of Virginia now owns 737,090 shares of the financial services provider’s stock valued at $213,559,000 after purchasing an additional 500,116 shares in the last quarter. Altrinsic Global Advisors LLC increased its holdings in shares of Chubb by 46.9% in the second quarter. Altrinsic Global Advisors LLC now owns 1,392,846 shares of the financial services provider’s stock worth $403,535,000 after purchasing an additional 444,557 shares during the period. Finally, Troy Asset Management Ltd raised its position in shares of Chubb by 89.1% in the second quarter. Troy Asset Management Ltd now owns 793,427 shares of the financial services provider’s stock worth $229,872,000 after buying an additional 373,872 shares in the last quarter. 83.81% of the stock is currently owned by institutional investors.

Key Chubb News

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks raised its FY2026 and Q4 2026/Q4 2027 EPS outlooks (FY2026 to $25.71; Q4 2026 to $7.07; Q4 2027 to $7.60), signaling better-than-expected earnings power and supporting valuation.
• Positive Sentiment: Zacks says Chubb is likely to deliver a Q4 earnings beat driven by premium growth, investment income and strong retention — a direct earnings catalyst traders watch into reporting. Is a Beat in Store for Chubb Limited This Earnings Season?
• Positive Sentiment: Zacks includes Chubb among insurers poised to outperform estimates thanks to solid retention, pricing discipline and exposure growth — a favorable sector view that can lift investor appetite. 4 Insurers Poised to Outperform Estimates This Earnings Season
• Positive Sentiment: Coverage pieces highlight Chubb as a value/defensive insurance name and note recent analyst upgrades that underscore its appeal to cautious, long-term investors — supportive for multiple investor types. How Analyst Upgrades Highlight Chubb’s (CB) Discipline and Appeal to Long-Term, Cautious Investors
• Neutral Sentiment: A Seeking Alpha comparison piece examines Allstate vs. Chubb (stability vs. turnaround) — useful context for investors weighing relative risk/return but not an immediate earnings catalyst. Allstate Vs. Chubb: Paying For Stability Or Buying The Turnaround
• Negative Sentiment: Zacks trimmed several near-term quarterly EPS forecasts (Q1 2026 to $6.40 from $6.45; Q2 2026 to $6.39 from $6.43; Q1 2027 to $6.08 from $6.14; Q2 2027 to $7.39 from $7.43). These small downgrades reflect modest near-term headwinds and could cap upside if the company misses seasonal drivers.

Insider Transactions at Chubb

In other news, EVP Joseph F. Wayland sold 5,830 shares of Chubb stock in a transaction dated Thursday, November 13th. The stock was sold at an average price of $297.08, for a total value of $1,731,976.40. Following the transaction, the executive vice president owned 60,593 shares in the company, valued at approximately $18,000,968.44. The trade was a 8.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Timothy Alan Boroughs sold 10,580 shares of the stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $296.17, for a total value of $3,133,478.60. Following the sale, the executive vice president owned 12,660 shares of the company’s stock, valued at $3,749,512.20. This represents a 45.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 33,635 shares of company stock worth $9,970,735. Company insiders own 0.77% of the company’s stock.

Chubb Price Performance

CB stock opened at $309.38 on Friday. The firm has a market cap of $121.76 billion, a P/E ratio of 12.91, a P/E/G ratio of 1.97 and a beta of 0.51. The firm’s fifty day moving average is $304.79 and its 200 day moving average is $287.42. Chubb Limited has a 52 week low of $263.14 and a 52 week high of $316.94. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.27 and a current ratio of 0.27.

Chubb Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 2nd. Stockholders of record on Friday, December 12th were paid a dividend of $0.97 per share. This represents a $3.88 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend was Friday, December 12th. Chubb’s dividend payout ratio (DPR) is 16.19%.

Analysts Set New Price Targets

Several equities analysts recently commented on the company. Keefe, Bruyette & Woods boosted their target price on Chubb from $335.00 to $355.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 6th. Hsbc Global Res raised Chubb from a “hold” rating to a “strong-buy” rating in a report on Friday, January 16th. UBS Group upped their price objective on shares of Chubb from $292.00 to $298.00 and gave the stock a “neutral” rating in a research report on Monday, October 27th. BMO Capital Markets reiterated a “market perform” rating and set a $283.00 target price on shares of Chubb in a research report on Thursday, October 23rd. Finally, Jefferies Financial Group boosted their price target on shares of Chubb from $302.00 to $326.00 and gave the stock a “hold” rating in a research note on Tuesday, December 16th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $324.00.

Chubb Company 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.