NWF Advisory Services Inc. Increases Stock Holdings in Chubb Limited $CB

Posted by Francis Steltz on Sep 4th, 2026

NWF Advisory Services Inc. raised its position in Chubb Limited (NYSE:CB – Free Report) by 59.6% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 20,584 shares of the financial services provider’s stock after acquiring an additional 7,686 shares during the quarter. NWF Advisory Services Inc.’s holdings in Chubb were worth $7,014,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. IMG Wealth Management Inc. purchased a new position in shares of Chubb in the second quarter valued at approximately $25,000. Dunhill Financial LLC acquired a new position in shares of Chubb in the second quarter valued at approximately $25,000. CBIZ Investment Advisory Services LLC increased its stake in Chubb by 148.5% during the 4th 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. Parvin Asset Management LLC purchased a new stake in Chubb during the 2nd quarter worth approximately $26,000. Finally, Frazier Financial Advisors LLC lifted its holdings in Chubb by 86.4% during the 1st quarter. Frazier Financial Advisors LLC now owns 82 shares of the financial services provider’s stock worth $27,000 after buying an additional 38 shares in the last quarter. 83.81% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. Morgan Stanley raised their price target on shares of Chubb from $340.00 to $360.00 and gave the company an “equal weight” rating in a research report on Wednesday, August 19th. Piper Sandler upped their price objective on Chubb from $340.00 to $374.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 15th. Citizens Jmp reiterated a “market outperform” rating and issued a $400.00 price objective on shares of Chubb in a research note on Wednesday, July 22nd. Mizuho lifted their target price on Chubb from $335.00 to $352.00 and gave the company a “neutral” rating in a report on Thursday, July 9th. Finally, Wells Fargo & Company lowered their target price on Chubb from $358.00 to $356.00 and set an “equal weight” rating for the company in a research note on Thursday, July 23rd. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $361.00.

Read Our Latest Stock Analysis on Chubb

Insiders Place Their Bets

In related news, Director Michael Connors sold 5,500 shares of the business’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 completion of the transaction, the director owned 12,803 shares in the company, valued at approximately $4,417,035. The trade was a 30.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Joseph F. Wayland sold 8,502 shares of the 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 completion of the transaction, the executive vice president directly owned 33,749 shares in the company, valued at $12,302,860.46. This trade represents a 20.12% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 0.37% of the company’s stock.

Chubb Stock Up 2.7%

Shares of NYSE:CB opened at $348.46 on Friday. Chubb Limited has a fifty-two week low of $265.30 and a fifty-two week high of $365.91. The firm’s 50 day moving average price is $348.27 and its 200 day moving average price is $334.40. The company has a quick ratio of 0.29, a current ratio of 0.29 and a debt-to-equity ratio of 0.22. The stock has a market cap of $134.44 billion, a price-to-earnings ratio of 12.33, a price-to-earnings-growth ratio of 1.62 and a beta of 0.37.

Chubb (NYSE:CB – Get Free Report) last posted its quarterly earnings results 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 net margin of 18.10% and a return on equity of 14.47%. The company 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 business posted $6.14 EPS. The firm’s revenue was up 3.6% on a year-over-year basis. As a group, equities research analysts predict that Chubb Limited will post 27.35 earnings per share for the current fiscal year.

Chubb Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, October 2nd. Stockholders 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 dividend yield of 1.2%. The ex-dividend date of this dividend is Friday, September 11th. Chubb’s payout ratio is 14.43%.

Chubb Company 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.