Philadelphia Financial Management of San Francisco LLC Takes Position in Chubb Limited $CB

Posted by Brenda Bartman on Aug 27th, 2026

Philadelphia Financial Management of San Francisco LLC bought a new stake in shares of Chubb Limited (NYSE:CB – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 30,300 shares of the financial services provider’s stock, valued at approximately $10,324,422. Chubb accounts for about 0.0% of Philadelphia Financial Management of San Francisco LLC’s investment portfolio, making the stock its 12th biggest holding.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. XXEC Inc. purchased a new position in Chubb during the second quarter valued at $228,226,000. Berkshire Hathaway Inc boosted its stake in shares of Chubb by 9.3% during the fourth 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 last quarter. BlackRock Inc. acquired a new position in shares of Chubb in the 2nd quarter valued at about $9,913,336,000. State Street Corp increased its position 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 in the last quarter. Finally, Price T Rowe Associates Inc. MD raised its position 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 buying an additional 3,049,987 shares during the last quarter. Hedge funds and other institutional investors own 83.81% of the company’s stock.

Insider Buying and Selling

In other Chubb news, EVP Joseph F. Wayland sold 8,502 shares of Chubb stock in a transaction that occurred 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 of the company’s stock, valued at approximately $12,302,860.46. The trade was a 20.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Michael P. Connors sold 5,500 shares of the firm’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $345.00, for a total transaction of $1,897,500.00. Following the transaction, the director directly owned 12,803 shares of the company’s stock, valued at $4,417,035. The trade was a 30.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.37% of the company’s stock.

Chubb Trading Up 0.6%

NYSE:CB traded up $2.03 during mid-day trading on Friday, reaching $340.34. 1,206,873 shares of the company’s stock traded hands, compared to its average volume of 1,735,280. The company has a 50 day moving average price of $347.13 and a 200-day moving average price of $333.92. The company has a debt-to-equity ratio of 0.22, a current ratio of 0.29 and a quick ratio of 0.29. The firm has a market capitalization of $131.30 billion, a price-to-earnings ratio of 12.04, a PEG ratio of 1.67 and a beta of 0.39. Chubb Limited has a 12-month low of $265.30 and a 12-month high of $365.91.

Chubb (NYSE:CB – Get Free Report) last released its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $7.26 EPS for the quarter, topping the consensus estimate of $6.77 by $0.49. Chubb had a return on equity of 14.47% and a net margin of 18.10%.The company had revenue of $11.97 billion for the quarter, compared to the consensus estimate of $15.07 billion. During the same period last year, the business posted $6.14 EPS. Chubb’s quarterly revenue was up 3.6% on a year-over-year basis. On average, sell-side analysts predict that Chubb Limited will post 27.49 earnings per share for the current year.

Chubb Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 2nd. Investors of record on Friday, September 11th will be issued a $1.02 dividend. The ex-dividend date is Friday, September 11th. This represents a $4.08 dividend on an annualized basis and a yield of 1.2%. Chubb’s dividend payout ratio is currently 14.43%.

Analyst Upgrades and Downgrades

Several research analysts have commented on CB shares. JPMorgan Chase & Co. boosted their target price on Chubb from $340.00 to $370.00 and gave the stock a “neutral” rating in a research note on Monday, July 20th. Wells Fargo & Company cut their price objective on Chubb from $358.00 to $356.00 and set an “equal weight” rating on the stock in a research report on Thursday, July 23rd. The Goldman Sachs Group boosted their target price on shares of Chubb from $362.00 to $386.00 and gave the company a “buy” rating in a report on Wednesday, July 1st. HSBC downgraded Chubb from a “buy” rating to a “hold” rating and raised their target price for the company from $370.00 to $373.00 in a report on Monday, July 6th. Finally, UBS Group raised their target price on shares of Chubb from $340.00 to $369.00 and gave the stock a “neutral” rating in a report on Wednesday, July 8th. Two investment analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $361.00.

Get Our Latest Stock Analysis on Chubb

Chubb 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.