4,429 Chubb Limited $CB Shares Purchased by Confluence Wealth Services Inc.

Posted by Stanley Muller on Nov 11th, 2026

Confluence Wealth Services Inc. increased its stake in shares of Chubb Limited (NYSE:CB – Free Report) by 20.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,170 shares of the financial services provider’s stock after acquiring an additional 4,429 shares during the quarter. Confluence Wealth Services Inc.’s holdings in Chubb were worth $8,512,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of CB. AMG National Trust Bank lifted its stake in Chubb by 4.0% in the third quarter. AMG National Trust Bank now owns 4,568 shares of the financial services provider’s stock valued at $1,486,000 after buying an additional 177 shares during the last quarter. Cornerstone Wealth Management LLC boosted its holdings in shares of Chubb by 18.4% in the third quarter. Cornerstone Wealth Management LLC now owns 8,422 shares of the financial services provider’s stock valued at $2,739,000 after acquiring an additional 1,311 shares during the period. Csenge Advisory Group boosted its holdings in shares of Chubb by 36.6% in the third quarter. Csenge Advisory Group now owns 4,059 shares of the financial services provider’s stock valued at $1,320,000 after acquiring an additional 1,088 shares during the period. AlphaCore Capital LLC grew its position in shares of Chubb by 8.4% during the third quarter. AlphaCore Capital LLC now owns 17,626 shares of the financial services provider’s stock worth $5,750,000 after acquiring an additional 1,359 shares during the last quarter. Finally, Allspring Global Investments Holdings LLC grew its position in shares of Chubb by 2.9% during the third quarter. Allspring Global Investments Holdings LLC now owns 157,464 shares of the financial services provider’s stock worth $52,168,000 after acquiring an additional 4,417 shares during the last quarter. 83.81% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, EVP Timothy Boroughs sold 13,596 shares of the firm’s stock in a transaction on Monday, October 26th. The shares were sold at an average price of $356.77, for a total value of $4,850,644.92. Following the completion of the sale, the executive vice president owned 5,588 shares in the company, valued at approximately $1,993,630.76. This trade represents a 70.87% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Evan G. Greenberg sold 13,889 shares of Chubb stock in a transaction dated Thursday, October 29th. The shares were sold at an average price of $360.02, for a total transaction of $5,000,317.78. Following the completion of the sale, the chief executive officer directly owned 277,274 shares in the company, valued at approximately $99,824,185.48. The trade was a 4.77% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 32,985 shares of company stock worth $11,748,463. 0.37% of the stock is owned by insiders.

Analyst Ratings Changes

CB has been the topic of a number of recent research reports. Cantor Fitzgerald reaffirmed a “neutral” rating and issued a $333.00 target price on shares of Chubb in a report on Wednesday, October 21st. Morgan Stanley increased their price target on shares of Chubb from $350.00 to $360.00 and gave the stock an “equal weight” rating in a research note on Tuesday, October 27th. JPMorgan Chase & Co. raised their price objective on shares of Chubb from $371.00 to $374.00 and gave the stock a “neutral” rating in a research report on Friday, October 23rd. Atlantic Securities set a $301.00 price objective on shares of Chubb in a research note on Wednesday, July 15th. Finally, Keefe, Bruyette & Woods reduced their target price on shares of Chubb from $389.00 to $387.00 and set an “outperform” rating for the company in a report on Monday, October 12th. Two investment analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $362.78.

Get Our Latest Stock Report on CB

Chubb Trading Up 1.6%

NYSE:CB opened at $369.34 on Wednesday. The firm has a market cap of $141.12 billion, a P/E ratio of 12.92, a PEG ratio of 1.68 and a beta of 0.29. The company has a current ratio of 0.28, a quick ratio of 0.28 and a debt-to-equity ratio of 0.23. The stock’s 50 day simple moving average is $347.10 and its 200-day simple moving average is $336.14. Chubb Limited has a 12-month low of $288.39 and a 12-month high of $384.26.

Chubb (NYSE:CB – Get Free Report) last issued its quarterly earnings results on Tuesday, October 20th. The financial services provider reported $7.66 earnings per share for the quarter, topping the consensus estimate of $6.77 by $0.89. Chubb had a return on equity of 14.41% and a net margin of 18.15%. The firm had revenue of $16.20 billion during the quarter, compared to the consensus estimate of $15.66 billion. During the same period last year, the company earned $7.49 earnings per share. Equities analysts anticipate that Chubb Limited will post 28.89 EPS for the current year.

Chubb Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, October 2nd. Shareholders of record on Friday, September 11th were given a dividend of $1.02 per share. The ex-dividend date was Friday, September 11th. This represents a $4.08 dividend on an annualized basis and a yield of 1.1%. Chubb’s dividend payout ratio is presently 14.28%.

Chubb Profile

(Free Report)

Chubb Limited is a global insurance company that provides property and casualty insurance, accident and health coverage, life insurance, and reinsurance. Its customers include individuals, businesses, and institutions, with products ranging from personal and commercial coverage to specialized insurance solutions. The company serves customers across North America, Europe, Asia-Pacific, Latin America, and other markets. Its operations include underwriting, claims services, and risk management for a broad range of industries and personal insurance needs.