Calamos Wealth Management LLC increased its position in shares of Chubb Limited (NYSE:CB – Free Report) by 34.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 56,249 shares of the financial services provider’s stock after buying an additional 14,500 shares during the quarter. Calamos Wealth Management LLC’s holdings in Chubb were worth $17,557,000 at the end of the most recent quarter.
A number of other institutional investors have also added to or reduced their stakes in the company. Compass Ion Advisors LLC grew its position in Chubb by 31.1% during the fourth quarter. Compass Ion Advisors LLC now owns 957 shares of the financial services provider’s stock worth $299,000 after buying an additional 227 shares in the last quarter. TKG Advisors LLC grew its position in Chubb by 3.5% during the fourth quarter. TKG Advisors LLC now owns 2,102 shares of the financial services provider’s stock worth $656,000 after buying an additional 72 shares in the last quarter. NBC Securities Inc. grew its position in Chubb by 2.1% during the fourth quarter. NBC Securities Inc. now owns 16,522 shares of the financial services provider’s stock worth $5,157,000 after buying an additional 337 shares in the last quarter. Davis Rea LTD. grew its position in Chubb by 0.4% during the fourth quarter. Davis Rea LTD. now owns 16,370 shares of the financial services provider’s stock worth $5,109,000 after buying an additional 73 shares in the last quarter. Finally, Field & Main Bank grew its position in Chubb by 0.7% during the fourth quarter. Field & Main Bank now owns 5,549 shares of the financial services provider’s stock worth $1,732,000 after buying an additional 39 shares in the last quarter. 83.81% of the stock is owned by institutional investors and hedge funds.
Insider Activity
In other news, EVP Timothy Alan Boroughs sold 27,817 shares of Chubb stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $331.98, for a total value of $9,234,687.66. Following the completion of the transaction, the executive vice president owned 11,810 shares in the company, valued at approximately $3,920,683.80. The trade was a 70.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Olivier Steimer sold 2,000 shares of Chubb stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $329.30, for a total transaction of $658,600.00. Following the completion of the transaction, the director owned 25,468 shares of the company’s stock, valued at $8,386,612.40. This trade represents a 7.28% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 44,877 shares of company stock worth $14,885,226. Insiders own 0.37% of the company’s stock.
Chubb News Summary
Here are the key news stories impacting Chubb this week:
- Positive Sentiment: Q1 results and revenue: Chubb beat Q1 expectations with robust revenue growth and better‑than‑expected earnings, and management described profits holding up amid softer market conditions — a clear fundamental positive for insurers. CB Q1 2026 Earnings Call Highlights
- Positive Sentiment: Berkshire / Warren Buffett support: Berkshire Hathaway has a large and growing position in Chubb, underscoring long‑term institutional confidence in Chubb’s diversified business model and shareholder returns, which can support investor sentiment. Chubb Has Warren Buffett’s Confidence
- Positive Sentiment: Analyst upgrades/target raises: Several brokers raised price targets or maintained buy/outperform views (HSBC to $370, Keefe Bruyette & Woods to $374, Evercore to $349), signaling upside potential from analysts who focus on Chubb’s earnings strength. HSBC target raise Keefe Bruyette & Woods target raise Evercore target raise
- Neutral Sentiment: Analyst conflict / mixed coverage: Several articles note conflicting analyst views on Chubb and other financial names, which can increase short‑term volatility even when fundamentals look solid. Analysts Conflicted on These Financial Names
- Neutral Sentiment: Earnings call tone: Management’s call was upbeat on profits but noted softening market conditions — supportive for medium‑term outlook but a caveat for near‑term margin/volume risk. Earnings Call Highlights
- Negative Sentiment: Price‑target cut from Jefferies: Jefferies trimmed its target to $352 and kept a hold rating, which may have weighed on sentiment for traders focused on near‑term technicals; Piper Sandler’s neutral view (target $328) adds to mixed outlook. Jefferies target cut Piper Sandler neutral
Chubb Stock Down 2.1%
Shares of CB opened at $326.05 on Friday. The stock has a market cap of $127.23 billion, a price-to-earnings ratio of 11.51, a P/E/G ratio of 1.69 and a beta of 0.49. The company has a quick ratio of 0.27, a current ratio of 0.34 and a debt-to-equity ratio of 0.20. Chubb Limited has a 12 month low of $264.10 and a 12 month high of $345.67. The company has a 50-day moving average price of $329.16 and a two-hundred day moving average price of $309.81.
Chubb (NYSE:CB – Get Free Report) last announced its quarterly earnings results on Tuesday, April 21st. The financial services provider reported $6.82 EPS for the quarter, topping analysts’ consensus estimates of $6.58 by $0.24. The firm had revenue of $14.93 billion during the quarter, compared to analysts’ expectations of $13.51 billion. Chubb had a net margin of 18.58% and a return on equity of 14.30%. During the same quarter last year, the company earned $3.68 earnings per share. Equities analysts predict that Chubb Limited will post 26.64 EPS for the current fiscal year.
Chubb Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Monday, April 6th. Stockholders of record on Friday, March 13th were paid a $0.97 dividend. The ex-dividend date was Friday, March 13th. This represents a $3.88 dividend on an annualized basis and a dividend yield of 1.2%. Chubb’s payout ratio is 13.70%.
Analyst Upgrades and Downgrades
CB has been the topic of a number of recent research reports. Evercore lifted their target price on Chubb from $347.00 to $349.00 and gave the stock an “outperform” rating in a research report on Wednesday. Morgan Stanley set a $350.00 target price on Chubb in a research report on Friday, January 16th. Piper Sandler lifted their target price on Chubb from $319.00 to $328.00 and gave the stock a “neutral” rating in a research report on Wednesday. Bank of America decreased their target price on Chubb from $286.00 to $271.00 and set an “underperform” rating on the stock in a research report on Tuesday, April 14th. Finally, Citigroup upped their target price on shares of Chubb from $335.00 to $385.00 and gave the company a “buy” rating in a research note on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $348.71.
Get Our Latest Research Report on Chubb
Chubb Company Profile
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.
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