Chubb Limited $CB Shares Purchased by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC raised its stake in shares of Chubb Limited (NYSE:CB) by 215.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 8,295 shares of the financial services provider’s stock after purchasing an additional 5,664 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Chubb were worth $2,589,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Harbor Capital Advisors Inc. lifted its stake in shares of Chubb by 93.6% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 91 shares of the financial services provider’s stock valued at $26,000 after purchasing an additional 44 shares in the last quarter. Cedar Mountain Advisors LLC lifted its stake in shares of Chubb by 155.6% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider’s stock valued at $26,000 after purchasing an additional 56 shares in the last quarter. KERR FINANCIAL PLANNING Corp acquired a new position in shares of Chubb in the 3rd quarter valued at about $31,000. Cornerstone Planning Group LLC lifted its stake in shares of Chubb by 81.5% in the 3rd quarter. Cornerstone Planning Group LLC now owns 118 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 53 shares in the last quarter. Finally, GoalVest Advisory LLC acquired a new position in shares of Chubb in the 4th quarter valued at about $40,000. Institutional investors and hedge funds own 83.81% of the company’s stock.

Chubb News Summary

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Core operating performance beat expectations — Chubb reported core operating income/EPS and revenue above Street forecasts, with consolidated net premiums written up ~10.7%, P&C net premiums up, and a P&C combined ratio of ~84.0%, underscoring underwriting strength. Read More.
• Positive Sentiment: Underwriting and investment income strength — Analysts and reports highlight higher P&C underwriting profit, life income growth and improved combined ratio contributing to the beat, supporting Chubb’s core profitability trajectory. Read More.
• Positive Sentiment: Brokerage support and raised targets — Several firms raised price targets or reiterated positive views (Barclays raised its PT to $375; Citizens JMP raised its PT to $365), suggesting some analysts see meaningful upside from current levels. Read More.
• Neutral Sentiment: Earnings call transcript available — Management commentary is in the Q1 call transcript for investors to assess guidance, reserve trends and pricing commentary. (Review management tone for signs of property market stress.) Read More.
• Neutral Sentiment: Mixed analyst views — Some outlets/models (e.g., 24/7 Wall St.) see multi‑quarter upside while others keep neutral stances; watch for divergence between quantitative models and sell‑side price targets. Read More.
• Neutral Sentiment: Cantor Fitzgerald reaffirmed a neutral rating with a lower $315 PT — an anchor for near‑term sentiment and a reminder that some analysts remain cautious on upside from current levels. Read More.
• Negative Sentiment: Market reaction driven by signs of a softening property insurance market — CNBC reports investors are focused less on the beat and more on increasing competition and declining rates in property insurance, which could pressure P&C pricing and future margins. Read More.
• Negative Sentiment: GAAP EPS affected by realized losses — Some coverage notes a GAAP EPS miss or pressure from higher realized losses, creating earnings-quality concerns despite strong core operating results. That contributed to the stock pullback. Read More.

Insider Buying and Selling

In related news, Director Olivier Steimer sold 2,000 shares of the business’s stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $329.30, for a total transaction of $658,600.00. Following the transaction, the director directly owned 25,468 shares of the company’s stock, valued at approximately $8,386,612.40. The trade was a 7.28% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through 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 stock was sold at an average price of $331.47, for a total value of $4,991,938.20. Following the transaction, the chief executive officer directly owned 511,576 shares in the company, valued at $169,572,096.72. This trade represents a 2.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 44,877 shares of company stock valued at $14,885,226. Corporate insiders own 0.37% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently weighed in on CB. Bank of America reduced their price objective on Chubb from $286.00 to $271.00 and set an “underperform” rating on the stock in a research note on Tuesday, April 14th. Piper Sandler lifted their price objective on Chubb from $283.00 to $319.00 and gave the company a “neutral” rating in a research note on Wednesday, February 4th. Raymond James Financial lifted their price objective on Chubb from $340.00 to $380.00 and gave the company a “strong-buy” rating in a research note on Monday, February 9th. UBS Group reaffirmed a “neutral” rating and issued a $340.00 price objective on shares of Chubb in a research note on Monday, February 9th. Finally, Wolfe Research lifted their price objective on Chubb from $372.00 to $373.00 and gave the company an “outperform” rating in a research note on Monday, April 6th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $347.38.

Chubb Stock Performance

Chubb stock opened at $325.67 on Thursday. The stock’s 50 day moving average price is $329.12 and its 200 day moving average price is $309.37. The firm has a market capitalization of $127.09 billion, a PE ratio of 11.50, a price-to-earnings-growth ratio of 1.75 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 Limited has a one year low of $264.10 and a one year high of $345.67.

Chubb (NYSE:CB) last released its quarterly earnings results on Tuesday, April 21st. The financial services provider reported $6.82 EPS for the quarter, topping the consensus estimate of $6.58 by $0.24. The firm had revenue of $14.93 billion for the quarter, compared to analyst estimates of $13.51 billion. Chubb had a return on equity of 14.42% and a net margin of 18.58%.During the same period in the previous year, the company posted $3.68 EPS. As a group, sell-side 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 given 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 yield of 1.2%. Chubb’s payout ratio is 13.70%.

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.