waypoint wealth counsel boosted its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 76.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,118 shares of the financial services provider’s stock after buying an additional 1,784 shares during the quarter. waypoint wealth counsel’s holdings in Chubb were worth $1,285,000 as of its most recent SEC filing.
Other large investors have also added to or reduced their stakes in the company. OLD National Bancorp IN lifted its holdings in shares of Chubb by 6.1% during the 4th quarter. OLD National Bancorp IN now owns 29,407 shares of the financial services provider’s stock valued at $9,179,000 after purchasing an additional 1,691 shares during the last quarter. Teacher Retirement System of Texas raised its position in Chubb by 12.1% during the 4th quarter. Teacher Retirement System of Texas now owns 83,352 shares of the financial services provider’s stock worth $26,016,000 after buying an additional 8,970 shares during the last quarter. West Michigan Advisors LLC boosted its holdings in Chubb by 0.8% in the fourth quarter. West Michigan Advisors LLC now owns 8,288 shares of the financial services provider’s stock valued at $2,595,000 after purchasing an additional 64 shares during the last quarter. HB Wealth Management LLC raised its position in Chubb by 11.2% during the fourth quarter. HB Wealth Management LLC now owns 46,316 shares of the financial services provider’s stock valued at $14,456,000 after acquiring an additional 4,667 shares in the last quarter. Finally, G&S Capital LLC lifted its stake in shares of Chubb by 1.5% in the 4th quarter. G&S Capital LLC now owns 2,271 shares of the financial services provider’s stock valued at $709,000 after purchasing an additional 34 shares during the period. 83.81% of the stock is currently owned by institutional investors.
More Chubb News
Here are the key news stories impacting Chubb this week:
- Positive Sentiment: Q1 core operating income and EPS beat consensus — core operating income of $6.82 per share (EPS beat) and strong revenue growth helped reassure investors on profitability and top-line momentum. Chubb (NYSE:CB) exceeds Q1 CY2026 expectations
- Positive Sentiment: Underwriting and combined-ratio improvement — P&C combined ratio improved to ~84%, underwriting income rose and net premiums written increased across business lines, supporting the durability of core earnings. CB Q1 Earnings & Revenues Beat on Higher Underwriting Profit
- Positive Sentiment: Analyst price-target upgrades — several firms raised targets (Barclays to $375, Citizens JMP to $365) and at least one bullish note highlighted upside potential, which supports the rally. Barclays price target raise
- Neutral Sentiment: Earnings call/transcript available with management commentary — call highlights show strong execution but also candid discussion of market conditions; investors are parsing commentary for signs of sustained rate momentum. Chubb Ltd (CB) Q1 2026 Earnings Call Highlights
- Negative Sentiment: Signs of softening property-insurance market — management and press coverage noted increased competition and declining rates in property segments, which is spooking investors despite the beat. Chubb’s earnings blew past the Street. Here’s why the stock is falling
- Negative Sentiment: GAAP/realized-loss items weighed on headlines — some reports flagged GAAP EPS misses and higher realized losses that create short-term volatility and investor caution. Chubb stock sinks as Q1 GAAP EPS misses
- Negative Sentiment: At least one firm kept a cautious stance — Cantor Fitzgerald reaffirmed a neutral rating with a lower $315 target, highlighting downside risk if market-rate pressure continues. Cantor Fitzgerald rating note
Analyst Ratings Changes
Get Our Latest Report on Chubb
Chubb Trading Up 0.7%
NYSE CB opened at $327.70 on Thursday. Chubb Limited has a 52 week low of $264.10 and a 52 week high of $345.67. The firm has a 50 day moving average of $329.12 and a two-hundred day moving average of $309.37. The company has a quick ratio of 0.27, a current ratio of 0.27 and a debt-to-equity ratio of 0.20. The stock has a market capitalization of $127.88 billion, a PE ratio of 11.57, a price-to-earnings-growth ratio of 1.75 and a beta of 0.49.
Chubb (NYSE:CB – Get Free Report) last issued its quarterly earnings data on Tuesday, April 21st. The financial services provider reported $6.82 earnings per share for the quarter, topping the consensus estimate of $6.58 by $0.24. The business had revenue of $14.93 billion during the quarter, compared to the consensus estimate of $13.51 billion. Chubb had a net margin of 18.58% and a return on equity of 14.42%. During the same quarter in the previous year, the firm earned $3.68 EPS. As a group, research analysts expect that Chubb Limited will post 26.4 EPS for the current fiscal year.
Chubb Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Monday, April 6th. Investors of record on Friday, March 13th were issued a dividend of $0.97 per share. The ex-dividend date of this dividend was Friday, March 13th. This represents a $3.88 annualized dividend and a dividend yield of 1.2%. Chubb’s dividend payout ratio (DPR) is currently 13.70%.
Insider Activity at Chubb
In other news, Director Olivier Steimer sold 2,000 shares of the firm’s stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $329.30, for a total value of $658,600.00. Following the completion of the sale, the director owned 25,468 shares in the company, valued at approximately $8,386,612.40. This trade represents a 7.28% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Timothy Alan Boroughs sold 27,817 shares of Chubb stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $331.98, for a total value of $9,234,687.66. Following the completion of the sale, the executive vice president directly owned 11,810 shares in the company, valued at $3,920,683.80. This represents a 70.20% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 44,877 shares of company stock worth $14,885,226 in the last three months. Insiders own 0.37% of the company’s stock.
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.
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