Cwm LLC Boosts Position in Chubb Limited $CB

Cwm LLC boosted its holdings in shares of Chubb Limited (NYSE:CB) by 59.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 103,676 shares of the financial services provider’s stock after buying an additional 38,793 shares during the quarter. Cwm LLC’s holdings in Chubb were worth $32,359,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Spire Wealth Management raised its position in Chubb by 490.5% during the 4th quarter. Spire Wealth Management now owns 8,615 shares of the financial services provider’s stock worth $2,689,000 after buying an additional 7,156 shares during the last quarter. Chesley Taft & Associates LLC raised its position in Chubb by 7.4% during the 4th quarter. Chesley Taft & Associates LLC now owns 102,427 shares of the financial services provider’s stock worth $31,970,000 after buying an additional 7,043 shares during the last quarter. Pallas Capital Advisors LLC grew its stake in shares of Chubb by 42.3% during the 4th quarter. Pallas Capital Advisors LLC now owns 14,243 shares of the financial services provider’s stock worth $4,446,000 after purchasing an additional 4,233 shares during the period. Westbourne Investment Advisors Inc. grew its stake in shares of Chubb by 12.3% during the 3rd quarter. Westbourne Investment Advisors Inc. now owns 22,233 shares of the financial services provider’s stock worth $6,275,000 after purchasing an additional 2,427 shares during the period. Finally, Caprock Group LLC acquired a new stake in shares of Chubb during the 3rd quarter worth approximately $3,123,000. 83.81% of the stock is owned by hedge funds and other institutional investors.

Chubb News Summary

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Chubb says it is expanding global claims leadership — a structural, operational improvement that can support loss-cost management and customer retention, which investors view as a positive for underwriting profitability. Chubb Expands Global Claims Leadership As Investors Weigh Valuation Gap
• Positive Sentiment: Industry pieces highlight insurers (including CB) as potential inflation hedges because rising premiums can boost pricing power — a narrative that supports higher forward earnings expectations for well-run carriers. 3 Insurance Stocks That Can Act as a New Inflation Hedge
• Neutral Sentiment: Wall Street estimate roundup (Zacks) previews Q1 metric expectations — useful context for investors ahead of results but not a direct catalyst until the company reports actual earnings and loss-ratio trends. Curious about Chubb (CB) Q1 Performance? Explore Wall Street Estimates for Key Metrics
• Neutral Sentiment: Analyst commentary pieces (The Globe and Mail) review Chubb alongside peers — provides perspective on valuation and competitive positioning but contains no single actionable rating change. Analysts Offer Insights on Financial Companies: Chubb (CB) and Goldman Sachs Group (GS)
• Neutral Sentiment: Mizuho slightly trimmed its price target to $335 and kept a neutral rating — a marginal move that signals limited upside from current levels rather than a material change in the thesis. Mizuho Adjusts Price Target on Chubb to $335 from $336; Maintains Neutral Rating
• Negative Sentiment: Bank of America cut its price target on Chubb and adjusted its view on the U.S. insurance sector, citing valuation and sector risks — a high-profile downgrade that can pressure sentiment and stem recent gains. BofA Cuts Chubb (CB) Target, Adjusts View on US Insurance Sector BofA Cuts Chubb (CB) Target, Adjusts View on U.S. Insurance Sector
• Negative Sentiment: A pessimistic third-party forecast flagged downside risk to Chubb’s stock price — adds to negative headlines and could amplify selling if upcoming results disappoint. Bank of America Issues Pessimistic Forecast for Chubb (NYSE:CB) Stock Price

Insider Activity at Chubb

In related news, Director Olivier Steimer sold 2,000 shares of Chubb 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 sale, the director owned 25,468 shares of the company’s stock, 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 can be accessed through the SEC website. Also, CEO Evan G. Greenberg sold 15,060 shares of Chubb stock in a transaction 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 directly owned 511,576 shares in the company, valued at $169,572,096.72. This represents a 2.86% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 44,877 shares of company stock valued at $14,885,226. 0.77% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

CB has been the topic of a number of analyst reports. Roth Mkm raised their price objective on shares of Chubb from $330.00 to $360.00 and gave the stock a “buy” rating in a research note on Wednesday, February 4th. Wolfe Research raised their price objective on shares of Chubb from $372.00 to $373.00 and gave the stock an “outperform” rating in a research note on Monday, April 6th. BMO Capital Markets raised their price objective on shares of Chubb from $283.00 to $326.00 and gave the stock a “market perform” rating in a research note on Tuesday, February 10th. Morgan Stanley set a $350.00 price objective on shares of Chubb in a research note on Friday, January 16th. Finally, Evercore raised their price objective on shares of Chubb from $346.00 to $347.00 and gave the stock an “outperform” rating in a research note on Wednesday, February 4th. One research 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 issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $345.86.

Chubb Price Performance

Chubb stock opened at $328.10 on Friday. The company’s fifty day moving average price is $329.07 and its 200 day moving average price is $307.87. Chubb Limited has a 1 year low of $264.10 and a 1 year high of $345.67. The stock has a market capitalization of $128.03 billion, a P/E ratio of 12.75, a P/E/G ratio of 1.74 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 0.27.

Chubb (NYSE:CB) last released its quarterly earnings results on Tuesday, February 3rd. The financial services provider reported $7.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.33 by $1.19. Chubb had a net margin of 17.36% and a return on equity of 13.15%. The firm had revenue of $2.08 billion for the quarter, compared to analysts’ expectations of $11.11 billion. During the same quarter last year, the company earned $6.02 EPS. The firm’s revenue for the quarter was up 8.9% compared to the same quarter last year. As a group, equities research analysts anticipate that Chubb Limited will post 21.52 earnings per share for the current fiscal year.

Chubb Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, April 6th. Investors of record on Friday, March 13th were paid a $0.97 dividend. The ex-dividend date of this dividend was Friday, March 13th. This represents a $3.88 dividend on an annualized basis and a yield of 1.2%. Chubb’s dividend payout ratio (DPR) is currently 15.08%.

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.