Caerus Investment Advisors LLC Sells 1,770 Shares of Chubb Limited $CB

Posted by Stanley Muller on Aug 2nd, 2026

Caerus Investment Advisors LLC cut its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 28.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,539 shares of the financial services provider’s stock after selling 1,770 shares during the period. Chubb makes up 0.6% of Caerus Investment Advisors LLC’s portfolio, making the stock its 26th biggest position. Caerus Investment Advisors LLC’s holdings in Chubb were worth $1,479,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the business. Berkshire Hathaway Inc lifted its stake in Chubb by 9.3% during the 4th quarter. Berkshire Hathaway Inc now owns 34,249,183 shares of the financial services provider’s stock valued at $10,689,855,000 after acquiring an additional 2,916,288 shares during the period. State Street Corp grew its stake in shares of Chubb by 0.4% in the third quarter. State Street Corp now owns 17,045,793 shares of the financial services provider’s stock worth $4,827,852,000 after acquiring an additional 68,553 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in shares of Chubb by 25.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,947,799 shares of the financial services provider’s stock valued at $4,665,508,000 after purchasing an additional 3,049,987 shares during the last quarter. GQG Partners LLC raised its holdings in shares of Chubb by 15.2% during the fourth quarter. GQG Partners LLC now owns 12,481,176 shares of the financial services provider’s stock valued at $3,895,627,000 after purchasing an additional 1,647,729 shares during the last quarter. Finally, Bank of America Corp DE lifted its position in Chubb by 11.6% during the second quarter. Bank of America Corp DE now owns 4,929,858 shares of the financial services provider’s stock valued at $1,428,278,000 after purchasing an additional 513,852 shares during the period. 83.81% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Chubb

In related news, COO John W. Keogh sold 23,000 shares of the firm’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $321.51, for a total value of $7,394,730.00. Following the transaction, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Joseph F. Wayland sold 8,502 shares of Chubb stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $364.54, for a total value of $3,099,319.08. Following the transaction, the executive vice president owned 33,749 shares in the company, valued at $12,302,860.46. This trade represents a 20.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.37% of the company’s stock.

Chubb Stock Performance

Shares of NYSE CB opened at $351.08 on Friday. The firm has a 50 day moving average of $338.33 and a 200 day moving average of $328.73. The company has a current ratio of 0.29, a quick ratio of 0.28 and a debt-to-equity ratio of 0.22. The firm has a market capitalization of $135.45 billion, a price-to-earnings ratio of 12.42, a price-to-earnings-growth ratio of 1.74 and a beta of 0.40. Chubb Limited has a 12-month low of $264.10 and a 12-month high of $365.91.

Chubb (NYSE:CB – Get Free Report) last announced its earnings results on Tuesday, July 21st. The financial services provider reported $7.26 EPS for the quarter, beating analysts’ consensus estimates of $6.77 by $0.49. Chubb had a net margin of 18.10% and a return on equity of 14.47%. The business had revenue of $11.97 billion during the quarter, compared to analysts’ expectations of $15.07 billion. During the same period in the prior year, the company earned $6.14 earnings per share. The firm’s revenue was up 3.6% on a year-over-year basis. On average, research analysts anticipate that Chubb Limited will post 27.4 earnings per share for the current year.

Chubb Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Friday, June 12th were given a dividend of $1.02 per share. This represents a $4.08 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend was Friday, June 12th. This is a positive change from Chubb’s previous quarterly dividend of $0.97. Chubb’s payout ratio is presently 14.43%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on CB shares. BMO Capital Markets raised their target price on shares of Chubb from $326.00 to $339.00 and gave the stock a “market perform” rating in a report on Friday, April 24th. Barclays set a $387.00 target price on shares of Chubb in a research note on Tuesday, July 7th. JPMorgan Chase & Co. increased their price target on Chubb from $340.00 to $370.00 and gave the company a “neutral” rating in a report on Monday, July 20th. Atlantic Securities set a $301.00 price target on Chubb in a research note on Wednesday, July 15th. Finally, The Goldman Sachs Group lifted their price objective on Chubb from $362.00 to $386.00 and gave the stock a “buy” rating in a report on Wednesday, July 1st. Two research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $360.09.

Read Our Latest Analysis on Chubb

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.