HB Wealth Management LLC Has $14.46 Million Holdings in Chubb Limited $CB

HB Wealth Management LLC increased its holdings in Chubb Limited (NYSE:CB) by 11.2% during the fourth quarter, HoldingsChannel reports. The fund owned 46,316 shares of the financial services provider’s stock after acquiring an additional 4,667 shares during the quarter. HB Wealth Management LLC’s holdings in Chubb were worth $14,456,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Harbor Capital Advisors Inc. raised its holdings 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 worth $26,000 after acquiring an additional 44 shares during the last quarter. Cedar Mountain Advisors LLC boosted its position in shares of Chubb by 155.6% during the third quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider’s stock valued at $26,000 after buying an additional 56 shares during the last quarter. KERR FINANCIAL PLANNING Corp purchased a new position in shares of Chubb during the third quarter valued at approximately $31,000. Cornerstone Planning Group LLC boosted its position in shares of Chubb by 81.5% during the third quarter. Cornerstone Planning Group LLC now owns 118 shares of the financial services provider’s stock valued at $33,000 after buying an additional 53 shares during the last quarter. Finally, Financial Consulate Inc. purchased a new position in shares of Chubb during the third quarter valued at approximately $37,000. Institutional investors and hedge funds own 83.81% of the company’s stock.

Insider Buying and Selling at Chubb

In other Chubb news, EVP Timothy Alan Boroughs sold 27,817 shares of the company’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $331.98, for a total transaction of $9,234,687.66. Following the sale, the executive vice president directly owned 11,810 shares of the company’s stock, valued at $3,920,683.80. This represents a 70.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Evan G. Greenberg sold 15,060 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer directly owned 511,576 shares in the company, valued at approximately $169,572,096.72. This trade represents a 2.86% decrease in their ownership of the stock. 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 over the last three months. 0.37% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several brokerages recently issued reports on CB. Keefe, Bruyette & Woods lifted their target price on Chubb from $355.00 to $373.00 and gave the company an “outperform” rating in a research report on Friday, February 6th. The Goldman Sachs Group raised their price target on shares of Chubb from $368.00 to $372.00 and gave the company a “buy” rating in a research report on Tuesday, April 7th. Piper Sandler raised their price target on shares of Chubb from $283.00 to $319.00 and gave the company a “neutral” rating in a research report on Wednesday, February 4th. Evercore raised their price target on shares of Chubb from $346.00 to $347.00 and gave the company an “outperform” rating in a research report on Wednesday, February 4th. Finally, Citigroup raised their price target on shares of Chubb from $335.00 to $385.00 and gave the company a “buy” rating in a research report on Monday, February 9th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Chubb presently has a consensus rating of “Hold” and a consensus target price of $347.38.

Chubb Trading Down 1.1%

Shares of Chubb stock opened at $325.67 on Thursday. Chubb Limited has a 1 year low of $264.10 and a 1 year high of $345.67. The firm has a market cap of $127.09 billion, a PE ratio of 11.50, a P/E/G ratio of 1.75 and a beta of 0.49. The stock has a fifty day moving average price of $329.12 and a 200-day moving average price of $309.37. The company has a debt-to-equity ratio of 0.20, a current ratio of 0.27 and a quick ratio of 0.27.

Chubb (NYSE:CB) last announced its earnings results on Tuesday, April 21st. The financial services provider reported $6.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.58 by $0.24. Chubb had a return on equity of 14.42% and a net margin of 18.58%.The firm had revenue of $14.93 billion during the quarter, compared to analyst estimates of $13.51 billion. During the same period last year, the firm posted $3.68 EPS. Equities research analysts anticipate that Chubb Limited will post 26.4 EPS for the current year.

Chubb Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, April 6th. Shareholders of record on Friday, March 13th were paid a $0.97 dividend. This represents a $3.88 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Friday, March 13th. Chubb’s payout ratio is presently 13.70%.

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.

About Chubb

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.