Zevin Asset Management LLC Reduces Stock Position in Chubb Limited $CB

Zevin Asset Management LLC trimmed its stake in shares of Chubb Limited (NYSE:CB) by 7.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 44,730 shares of the financial services provider’s stock after selling 3,717 shares during the period. Chubb comprises about 1.8% of Zevin Asset Management LLC’s holdings, making the stock its 20th biggest position. Zevin Asset Management LLC’s holdings in Chubb were worth $12,625,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Mitchell & Pahl Private Wealth LLC boosted its position in Chubb by 0.5% during the third quarter. Mitchell & Pahl Private Wealth LLC now owns 7,381 shares of the financial services provider’s stock worth $2,083,000 after purchasing an additional 35 shares in the last quarter. Golden State Wealth Management LLC increased its position in shares of Chubb by 7.4% in the third quarter. Golden State Wealth Management LLC now owns 525 shares of the financial services provider’s stock valued at $148,000 after buying an additional 36 shares in the last quarter. Covestor Ltd raised its stake in shares of Chubb by 26.1% during the 3rd quarter. Covestor Ltd now owns 179 shares of the financial services provider’s stock worth $51,000 after buying an additional 37 shares during the last quarter. CENTRAL TRUST Co boosted its position in shares of Chubb by 1.0% in the 3rd quarter. CENTRAL TRUST Co now owns 3,573 shares of the financial services provider’s stock worth $1,008,000 after buying an additional 37 shares in the last quarter. Finally, JT Stratford LLC grew its stake in Chubb by 3.5% in the 2nd quarter. JT Stratford LLC now owns 1,127 shares of the financial services provider’s stock valued at $327,000 after acquiring an additional 38 shares during the last quarter. Institutional investors and hedge funds own 83.81% of the company’s stock.

Chubb Price Performance

CB stock opened at $331.27 on Monday. The stock has a market capitalization of $130.37 billion, a price-to-earnings ratio of 12.88, a price-to-earnings-growth ratio of 2.11 and a beta of 0.49. The company has a quick ratio of 0.27, a current ratio of 0.24 and a debt-to-equity ratio of 0.20. Chubb Limited has a 52-week low of $264.10 and a 52-week high of $335.60. The stock’s fifty day simple moving average is $313.47 and its 200-day simple moving average is $293.56.

Chubb (NYSE:CB) last released its earnings results on Tuesday, February 3rd. The financial services provider reported $7.52 earnings per share for the quarter, topping the consensus estimate of $6.33 by $1.19. Chubb had a return on equity of 13.15% and a net margin of 17.36%.The firm had revenue of $2.08 billion for the quarter, compared to the consensus estimate of $11.11 billion. During the same period in the prior year, the business posted $6.02 earnings per share. The firm’s revenue for the quarter was up 8.9% compared to the same quarter last year. Equities research analysts expect that Chubb Limited will post 21.52 EPS for the current year.

Wall Street Analyst Weigh In

Several analysts have issued reports on CB shares. Jefferies Financial Group upped their price target on shares of Chubb from $326.00 to $333.00 and gave the company a “hold” rating in a report on Thursday, February 5th. JPMorgan Chase & Co. lifted their price objective on Chubb from $327.00 to $330.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 4th. Citigroup increased their target price on Chubb from $335.00 to $385.00 and gave the company a “buy” rating in a report on Monday, February 9th. UBS Group reissued a “neutral” rating and issued a $340.00 price target on shares of Chubb in a report on Monday, February 9th. Finally, HSBC upped their price objective on Chubb from $354.00 to $357.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Chubb presently has a consensus rating of “Hold” and a consensus target price of $340.81.

Key Stories Impacting Chubb

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks raised near‑term and near‑term‑cyclical outlooks — including Q3 2026 (from $5.85 to $6.20), Q1 2027 (from $6.08 to $6.34), Q2 2026 (from $6.39 to $6.54), Q2 2027 (from $7.39 to $7.54), Q3 2027 (from $6.85 to $7.90) and lifted FY2026 and FY2028 estimates — these upward tweaks support expectations for stronger earnings in the coming quarters and likely helped the stock.
• Positive Sentiment: Management succession: Chubb promoted Scott Henck to Group Chief Actuary with internal succession for North America actuarial leadership, a smooth transition that reduces execution risk on reserving and pricing. Chubb Appoints Scott Henck Global Chief Actuary
• Negative Sentiment: Zacks sharply cut its Q4 2027 EPS view (from $7.60 to $5.46) — a sizeable downward revision that may signal one‑off headwinds, reserve pressure or modeling changes; this large cut is the main negative driver and could weigh on sentiment.
• Negative Sentiment: Other downward moves: Zacks trimmed Q4 2026 (to $6.91 from $7.07), cut Q1 2026 (to $6.25 from $6.40) and lowered FY2027 (to $27.24 from $27.92) — these reductions temper the otherwise constructive near‑term revisions and add uncertainty to the medium‑term outlook.

Insider Activity

In related news, EVP Timothy Alan Boroughs sold 27,817 shares of the firm’s 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 sale, the executive vice president directly owned 11,810 shares of the company’s stock, valued at approximately $3,920,683.80. This trade represents a 70.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Evan G. Greenberg sold 15,060 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $331.47, for a total transaction of $4,991,938.20. Following the completion of the sale, the chief executive officer owned 511,576 shares of the company’s stock, valued at approximately $169,572,096.72. The trade was a 2.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.86% 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.