OneDigital Investment Advisors LLC Makes New $2.74 Million Investment in Chubb Limited $CB

Posted by Geri Gentry on Aug 17th, 2026

OneDigital Investment Advisors LLC purchased a new stake in shares of Chubb Limited (NYSE:CB – Free Report) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 8,054 shares of the financial services provider’s stock, valued at approximately $2,744,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. CBIZ Investment Advisory Services LLC lifted its stake in shares of Chubb by 148.5% during the fourth quarter. CBIZ Investment Advisory Services LLC now owns 82 shares of the financial services provider’s stock worth $26,000 after buying an additional 49 shares during the period. Frazier Financial Advisors LLC increased its position in shares of Chubb by 86.4% in the 1st quarter. Frazier Financial Advisors LLC now owns 82 shares of the financial services provider’s stock valued at $27,000 after acquiring an additional 38 shares during the period. Merkkuri Wealth Advisors LLC purchased a new position in Chubb in the 1st quarter worth $29,000. Laurel Wealth Advisors LLC purchased a new position in Chubb in the 4th quarter worth $31,000. Finally, Ares Financial Consulting LLC purchased a new position in Chubb in the 4th quarter worth $32,000. Hedge funds and other institutional investors own 83.81% of the company’s stock.

Insider Activity at Chubb

In other news, 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 sale, the chief operating officer owned 203,322 shares of the company’s stock, valued at $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 is available through this link. Also, 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 transaction of $3,099,319.08. Following the transaction, the executive vice president directly owned 33,749 shares of the company’s stock, valued at approximately $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. 0.37% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research firms have weighed in on CB. Keefe, Bruyette & Woods boosted their price target on Chubb from $374.00 to $389.00 and gave the company an “outperform” rating in a research note on Wednesday, July 8th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $354.00 price objective on shares of Chubb in a research note on Wednesday, July 22nd. HSBC downgraded Chubb from a “buy” rating to a “hold” rating and lifted their target price for the stock from $370.00 to $373.00 in a report on Monday, July 6th. Jefferies Financial Group dropped their target price on Chubb from $356.00 to $352.00 and set a “hold” rating on the stock in a research report on Thursday, April 23rd. Finally, Citizens Jmp reiterated a “market outperform” rating and issued a $400.00 price target on shares of Chubb in a report on Wednesday, July 22nd. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Chubb has an average rating of “Hold” and a consensus target price of $360.09.

View Our Latest Research Report on Chubb

Chubb Price Performance

Shares of CB opened at $343.80 on Monday. The business’s 50-day moving average is $344.31 and its two-hundred day moving average is $332.19. The company has a market capitalization of $132.64 billion, a P/E ratio of 12.16, a P/E/G ratio of 1.70 and a beta of 0.39. Chubb Limited has a fifty-two week low of $265.30 and a fifty-two week high of $365.91. The company has a debt-to-equity ratio of 0.22, a quick ratio of 0.29 and a current ratio of 0.29.

Chubb (NYSE:CB – Get Free Report) last issued its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $7.26 earnings per share (EPS) for the quarter, beating 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 business had revenue of $11.97 billion during the quarter, compared to analysts’ expectations of $15.07 billion. During the same quarter in the previous year, the firm posted $6.14 EPS. The company’s revenue for the quarter was up 3.6% on a year-over-year basis. Research analysts predict that Chubb Limited will post 27.45 earnings per share for the current year.

Chubb Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, October 2nd. Investors of record on Friday, September 11th will be given a dividend of $1.02 per share. This represents a $4.08 annualized dividend and a yield of 1.2%. The ex-dividend date is Friday, September 11th. Chubb’s dividend payout ratio (DPR) is currently 14.43%.

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.