Financial Strategies Group Inc. Grows Stock Holdings in Chubb Limited $CB

Financial Strategies Group Inc. lifted its stake in Chubb Limited (NYSE:CB) by 17.5% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,304 shares of the financial services provider’s stock after purchasing an additional 4,813 shares during the quarter. Chubb comprises approximately 1.7% of Financial Strategies Group Inc.’s holdings, making the stock its 18th largest position. Financial Strategies Group Inc.’s holdings in Chubb were worth $8,989,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Harbor Capital Advisors Inc. increased its holdings in shares of Chubb by 93.6% during the third quarter. Harbor Capital Advisors Inc. now owns 91 shares of the financial services provider’s stock valued at $26,000 after acquiring an additional 44 shares in the last quarter. Cedar Mountain Advisors LLC grew its position in Chubb by 155.6% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider’s stock valued at $26,000 after purchasing an additional 56 shares during the last quarter. VSM Wealth Advisory LLC bought a new stake in Chubb during the 2nd quarter valued at about $32,000. Heartwood Wealth Advisors LLC purchased a new position in Chubb in the third quarter worth about $34,000. Finally, Financial Consulate Inc. bought a new position in shares of Chubb in the third quarter worth approximately $37,000. Institutional investors own 83.81% of the company’s stock.

Insider Transactions at Chubb

In related news, EVP Joseph F. Wayland sold 5,830 shares of Chubb stock in a transaction on Thursday, November 13th. The stock was sold at an average price of $297.08, for a total transaction of $1,731,976.40. Following the transaction, the executive vice president directly owned 60,593 shares in the company, valued at approximately $18,000,968.44. The trade was a 8.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider John J. Lupica sold 16,375 shares of the firm’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $296.45, for a total transaction of $4,854,368.75. Following the sale, the insider owned 74,225 shares in the company, valued at $22,004,001.25. The trade was a 18.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 33,635 shares of company stock worth $9,970,735 in the last 90 days. 0.77% of the stock is currently owned by insiders.

Chubb Trading Up 1.0%

Chubb stock opened at $309.38 on Friday. Chubb Limited has a 52-week low of $263.14 and a 52-week high of $316.94. The company has a market cap of $121.76 billion, a P/E ratio of 12.91, a P/E/G ratio of 1.97 and a beta of 0.51. The company has a quick ratio of 0.27, a current ratio of 0.27 and a debt-to-equity ratio of 0.20. The business has a 50-day simple moving average of $304.79 and a two-hundred day simple moving average of $287.50.

Chubb Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, January 2nd. Shareholders of record on Friday, December 12th were given a $0.97 dividend. The ex-dividend date was Friday, December 12th. This represents a $3.88 annualized dividend and a yield of 1.3%. Chubb’s dividend payout ratio (DPR) is presently 16.19%.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Keefe, Bruyette & Woods boosted their price objective on shares of Chubb from $335.00 to $355.00 and gave the stock an “outperform” rating in a report on Tuesday, January 6th. JMP Securities restated a “market outperform” rating and issued a $325.00 price target on shares of Chubb in a research note on Wednesday, October 22nd. Wolfe Research increased their price objective on Chubb from $336.00 to $364.00 and gave the company an “outperform” rating in a research report on Thursday, December 11th. Bank of America decreased their target price on Chubb from $279.00 to $259.00 and set an “underperform” rating for the company in a research report on Friday, January 16th. Finally, The Goldman Sachs Group raised shares of Chubb from a “neutral” rating to a “buy” rating and raised their price target for the company from $309.00 to $351.00 in a report on Wednesday, January 7th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Chubb presently has an average rating of “Moderate Buy” and an average target price of $324.00.

Key Chubb News

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks raised its FY2026 and Q4 2026/Q4 2027 EPS outlooks (FY2026 to $25.71; Q4 2026 to $7.07; Q4 2027 to $7.60), signaling better-than-expected earnings power and supporting valuation.
• Positive Sentiment: Zacks says Chubb is likely to deliver a Q4 earnings beat driven by premium growth, investment income and strong retention — a direct earnings catalyst traders watch into reporting. Is a Beat in Store for Chubb Limited This Earnings Season?
• Positive Sentiment: Zacks includes Chubb among insurers poised to outperform estimates thanks to solid retention, pricing discipline and exposure growth — a favorable sector view that can lift investor appetite. 4 Insurers Poised to Outperform Estimates This Earnings Season
• Positive Sentiment: Coverage pieces highlight Chubb as a value/defensive insurance name and note recent analyst upgrades that underscore its appeal to cautious, long-term investors — supportive for multiple investor types. How Analyst Upgrades Highlight Chubb’s (CB) Discipline and Appeal to Long-Term, Cautious Investors
• Neutral Sentiment: A Seeking Alpha comparison piece examines Allstate vs. Chubb (stability vs. turnaround) — useful context for investors weighing relative risk/return but not an immediate earnings catalyst. Allstate Vs. Chubb: Paying For Stability Or Buying The Turnaround
• Negative Sentiment: Zacks trimmed several near-term quarterly EPS forecasts (Q1 2026 to $6.40 from $6.45; Q2 2026 to $6.39 from $6.43; Q1 2027 to $6.08 from $6.14; Q2 2027 to $7.39 from $7.43). These small downgrades reflect modest near-term headwinds and could cap upside if the company misses seasonal drivers.

About Chubb

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.