Modern Wealth Management LLC Has $1.44 Million Stake in Chubb Limited $CB

Posted by Brenda Bartman on Jul 26th, 2026

Modern Wealth Management LLC grew its position in Chubb Limited (NYSE:CB – Free Report) by 57.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,385 shares of the financial services provider’s stock after acquiring an additional 1,595 shares during the period. Modern Wealth Management LLC’s holdings in Chubb were worth $1,435,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of CB. Brighton Jones LLC lifted its position in Chubb by 12.8% during the 4th quarter. Brighton Jones LLC now owns 1,945 shares of the financial services provider’s stock worth $537,000 after buying an additional 221 shares in the last quarter. Revolve Wealth Partners LLC bought a new stake in Chubb during the 4th quarter worth about $205,000. Woodline Partners LP boosted its position in Chubb by 13.0% in the 1st quarter. Woodline Partners LP now owns 12,599 shares of the financial services provider’s stock valued at $3,805,000 after buying an additional 1,449 shares during the last quarter. Sivia Capital Partners LLC boosted its position in Chubb by 14.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,392 shares of the financial services provider’s stock valued at $403,000 after buying an additional 175 shares during the last quarter. Finally, Sei Investments Co. increased its stake in shares of Chubb by 9.3% in the 2nd quarter. Sei Investments Co. now owns 201,226 shares of the financial services provider’s stock valued at $58,305,000 after buying an additional 17,155 shares during the period. 83.81% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, COO John W. Keogh sold 23,000 shares of Chubb stock in a transaction that occurred on Wednesday, May 27th. The stock was 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 of the company’s stock, valued at approximately $65,370,056.22. This trade represents a 10.16% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.37% of the company’s stock.

Chubb Stock Performance

Shares of CB opened at $359.78 on Friday. The firm has a 50-day moving average of $335.55 and a 200-day moving average of $327.09. Chubb Limited has a one year low of $264.10 and a one year high of $365.29. The company has a market cap of $139.55 billion, a PE ratio of 12.73, a price-to-earnings-growth ratio of 1.80 and a beta of 0.40. The company has a debt-to-equity ratio of 0.20, a current ratio of 0.36 and a quick ratio of 0.28.

Chubb (NYSE:CB – Get Free Report) last released its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $7.26 earnings per share for the quarter, topping the consensus estimate of $6.77 by $0.49. Chubb had a net margin of 18.10% and a return on equity of 14.47%. The company had revenue of $16.01 billion for the quarter, compared to analyst estimates of $15.07 billion. During the same period in the previous year, the business earned $6.14 EPS. Chubb’s revenue for the quarter was up 3.6% compared to the same quarter last year. As a group, equities analysts forecast that Chubb Limited will post 27.15 earnings per share for the current year.

Chubb Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Friday, June 12th were paid a dividend of $1.02 per share. This represents a $4.08 dividend on an annualized basis and a dividend yield of 1.1%. This is an increase from Chubb’s previous quarterly dividend of $0.97. The ex-dividend date was Friday, June 12th. Chubb’s dividend payout ratio is 14.43%.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on CB. Keefe, Bruyette & Woods boosted their price target on shares of Chubb from $374.00 to $389.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 8th. Mizuho raised their price objective on shares of Chubb from $335.00 to $352.00 and gave the company a “neutral” rating in a research note on Thursday, July 9th. BMO Capital Markets raised their target price on Chubb from $326.00 to $339.00 and gave the stock a “market perform” rating in a report on Friday, April 24th. Piper Sandler boosted their target price on Chubb from $340.00 to $374.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 15th. Finally, Bank of America lowered their price target on Chubb from $286.00 to $271.00 and set an “underperform” rating for the company in a research note on Tuesday, April 14th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $360.09.

Get Our Latest Research Report on CB

About Chubb

(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.