Rothschild Wealth LLC Has $905,000 Position in Chubb Limited $CB

Posted by Brenda Bartman on Jun 3rd, 2026

Rothschild Wealth LLC grew its position in Chubb Limited (NYSE:CB – Free Report) by 258.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,900 shares of the financial services provider’s stock after purchasing an additional 2,092 shares during the period. Rothschild Wealth LLC’s holdings in Chubb were worth $905,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in CB. Spire Wealth Management grew its position in Chubb by 490.5% in the fourth quarter. Spire Wealth Management now owns 8,615 shares of the financial services provider’s stock valued at $2,689,000 after purchasing an additional 7,156 shares in the last quarter. Chesley Taft & Associates LLC boosted its holdings in shares of 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 period. Pallas Capital Advisors LLC raised its stake in Chubb by 42.3% in 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 in the last quarter. waypoint wealth counsel raised its stake in Chubb by 76.4% in the 4th quarter. waypoint wealth counsel now owns 4,118 shares of the financial services provider’s stock worth $1,285,000 after purchasing an additional 1,784 shares in the last quarter. Finally, Caprock Group LLC acquired a new position in shares of Chubb in the 3rd quarter valued at approximately $3,123,000. Institutional investors own 83.81% of the company’s stock.

Insider Buying and Selling

In related news, Director Olivier Steimer sold 2,000 shares of the firm’s stock in a transaction that occurred 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 directly owned 25,468 shares of the company’s stock, valued at $8,386,612.40. This trade represents a 7.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, COO John W. Keogh sold 23,000 shares of the firm’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $321.51, for a total transaction of $7,394,730.00. Following the completion of the sale, the chief operating officer directly owned 203,322 shares in the company, valued at $65,370,056.22. This represents a 10.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.37% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently commented on CB. JPMorgan Chase & Co. boosted their target price on shares of Chubb from $330.00 to $340.00 and gave the company a “neutral” rating in a research report on Monday, April 20th. Roth Mkm boosted their target price on shares of Chubb from $330.00 to $360.00 and gave the stock a “buy” rating in a report on Wednesday, February 4th. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Chubb from $304.00 to $330.00 and gave the company a “hold” rating in a research report on Monday, March 23rd. Wolfe Research raised their price objective on shares of Chubb from $372.00 to $373.00 and gave the company an “outperform” rating in a research note on Monday, April 6th. Finally, UBS Group restated a “neutral” rating and issued a $340.00 target price on shares of Chubb in a report on Monday, February 9th. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $349.90.

Check Out Our Latest Report on Chubb

Chubb Price Performance

Shares of NYSE:CB opened at $310.32 on Tuesday. The company has a quick ratio of 0.28, a current ratio of 0.28 and a debt-to-equity ratio of 0.20. The firm has a market capitalization of $120.36 billion, a PE ratio of 10.96, a P/E/G ratio of 1.59 and a beta of 0.43. Chubb Limited has a twelve month low of $264.10 and a twelve month high of $345.67. The company has a 50-day moving average price of $325.31 and a two-hundred day moving average price of $317.44.

Chubb (NYSE:CB – Get Free Report) last announced its quarterly earnings results on Tuesday, March 31st. The financial services provider reported $6.82 earnings per share (EPS) for the quarter. Chubb had a net margin of 18.58% and a return on equity of 14.30%. The firm had revenue of $14.93 billion for the quarter. Equities analysts forecast that Chubb Limited will post 26.8 EPS for the current year.

Chubb Company Profile

(Free Report)

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.

Rothschild Wealth LLC Has $905,000 Position in Chubb Limited $CB

Insider Buying and Selling

Analyst Ratings Changes

Chubb Price Performance

Chubb Company Profile

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