Independent Advisor Alliance Sells 1,849 Shares of Chubb Limited $CB

Independent Advisor Alliance cut its holdings in Chubb Limited (NYSE:CB) by 5.9% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 29,691 shares of the financial services provider’s stock after selling 1,849 shares during the quarter. Independent Advisor Alliance’s holdings in Chubb were worth $8,380,000 at the end of the most recent reporting period.

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

Chubb Stock Performance

Shares of NYSE:CB opened at $309.38 on Friday. The firm’s 50 day simple moving average is $304.79 and its 200 day simple moving average is $287.50. Chubb Limited has a fifty-two week low of $263.14 and a fifty-two week high of $316.94. The company has a market capitalization of $121.76 billion, a price-to-earnings ratio of 12.91, a P/E/G ratio of 1.97 and a beta of 0.51. The company has a debt-to-equity ratio of 0.20, a current ratio of 0.27 and a quick ratio of 0.27.

Chubb Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 2nd. Stockholders of record on Friday, December 12th were issued a $0.97 dividend. The ex-dividend date of this dividend was Friday, December 12th. This represents a $3.88 annualized dividend and a dividend yield of 1.3%. Chubb’s payout ratio is 16.19%.

Analyst Upgrades and Downgrades

CB has been the subject of a number of recent research reports. Citigroup restated a “market outperform” rating on shares of Chubb in a research report on Friday, January 16th. Wolfe Research boosted their price objective on Chubb from $336.00 to $364.00 and gave the stock an “outperform” rating in a report on Thursday, December 11th. Deutsche Bank Aktiengesellschaft raised their target price on shares of Chubb from $303.00 to $304.00 and gave the company a “hold” rating in a research note on Monday, November 24th. Evercore ISI reissued an “outperform” rating and set a $346.00 price target on shares of Chubb in a research note on Wednesday, January 7th. Finally, HSBC upgraded shares of Chubb from a “hold” rating to a “buy” rating and set a $354.00 price objective on the stock in a report on Friday, January 16th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $324.00.

More 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.

Insider Activity at Chubb

In related news, insider John J. Lupica sold 16,375 shares of the firm’s stock in a transaction on Friday, November 14th. The stock was 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 of the company’s stock, valued at approximately $22,004,001.25. This trade represents a 18.07% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Timothy Alan Boroughs sold 850 shares of Chubb stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $295.19, for a total value of $250,911.50. Following the transaction, the executive vice president owned 1,585 shares in the company, valued at approximately $467,876.15. This represents a 34.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 33,635 shares of company stock worth $9,970,735 in the last quarter. Corporate insiders own 0.77% of the company’s stock.

Chubb 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.