Chubb Limited $CB Shares Acquired by Willis Investment Counsel

Willis Investment Counsel boosted its holdings in Chubb Limited (NYSE:CBFree Report) by 2.0% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 153,421 shares of the financial services provider’s stock after buying an additional 2,946 shares during the period. Chubb makes up about 2.5% of Willis Investment Counsel’s investment portfolio, making the stock its 5th largest position. Willis Investment Counsel’s holdings in Chubb were worth $47,886,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Berkshire Hathaway Inc grew its position in Chubb by 15.9% in the third quarter. Berkshire Hathaway Inc now owns 31,332,895 shares of the financial services provider’s stock valued at $8,843,710,000 after acquiring an additional 4,299,111 shares in the last quarter. State Street Corp boosted its holdings in shares of Chubb by 0.4% in the 3rd quarter. State Street Corp now owns 17,045,793 shares of the financial services provider’s stock valued at $4,827,852,000 after buying an additional 68,553 shares during the period. Ameriprise Financial Inc. boosted its holdings in shares of Chubb by 9.2% in the 3rd quarter. Ameriprise Financial Inc. now owns 5,053,497 shares of the financial services provider’s stock valued at $1,426,475,000 after buying an additional 427,512 shares during the period. Bank of America Corp DE boosted its holdings in shares of Chubb by 11.6% in the 2nd quarter. Bank of America Corp DE now owns 4,929,858 shares of the financial services provider’s stock valued at $1,428,278,000 after buying an additional 513,852 shares during the period. Finally, AQR Capital Management LLC boosted its holdings in shares of Chubb by 75.1% in the 3rd quarter. AQR Capital Management LLC now owns 2,798,546 shares of the financial services provider’s stock valued at $785,468,000 after buying an additional 1,199,963 shares during the period. Hedge funds and other institutional investors own 83.81% of the company’s stock.

Chubb Price Performance

Shares of NYSE CB opened at $332.64 on Thursday. Chubb Limited has a fifty-two week low of $264.10 and a fifty-two week high of $345.67. The firm’s 50-day simple moving average is $327.63 and its 200 day simple moving average is $305.92. 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 stock has a market cap of $129.80 billion, a P/E ratio of 12.93, a P/E/G ratio of 1.75 and a beta of 0.49.

Chubb (NYSE:CBGet Free Report) last issued its quarterly earnings data on Tuesday, February 3rd. The financial services provider reported $7.52 earnings per share for the quarter, beating analysts’ consensus estimates of $6.33 by $1.19. Chubb had a net margin of 17.36% and a return on equity of 13.15%. The business had revenue of $2.08 billion for the quarter, compared to analysts’ expectations of $11.11 billion. During the same period in the previous year, the business earned $6.02 earnings per share. The company’s revenue was up 8.9% on a year-over-year basis. Equities analysts expect that Chubb Limited will post 21.52 EPS for the current year.

Chubb Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, April 6th. Investors of record on Friday, March 13th were paid a dividend of $0.97 per share. This represents a $3.88 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Friday, March 13th. Chubb’s payout ratio is currently 15.08%.

Key Stories Impacting Chubb

Here are the key news stories impacting Chubb this week:

  • Positive Sentiment: Wolfe Research raised its price target to $373 and maintained an outperform rating, signaling stronger near-term upside expectations. Wolfe Research PT raise
  • Positive Sentiment: Barclays lifted its target to $374 (equal-weight), boosting implied upside and signaling more favorable institutional views on Chubb’s earnings outlook. Barclays PT raise
  • Positive Sentiment: Goldman Sachs nudged its target to $372 and kept a buy rating, reinforcing demand from growth/value-oriented analysts. Goldman Sachs PT raise
  • Positive Sentiment: HSBC raised its target to $362 (buy) and Jefferies increased its target to $356 (hold), adding to the chorus of upward revisions that support further price appreciation. HSBC PT raise Jefferies PT raise
  • Positive Sentiment: Zacks Research raised near-term and FY2026–FY2027 EPS estimates (small upward revisions to Q4 and full-year EPS), indicating analysts expect continued earnings strength. (Zacks Research note)
  • Neutral Sentiment: Market previews and coverage (Zacks, Yahoo Finance, Barchart) highlight a forthcoming quarterly report and the potential for another strong result — supportive but dependent on actual quarter outcomes. Earnings preview
  • Neutral Sentiment: Some coverage notes Chubb has recently underperformed the broader market despite gains, a reminder that relative performance and macro/insurance-cycle risks can temper rallies. MarketWatch note

Insider Activity at Chubb

In related news, Director Olivier Steimer sold 2,000 shares of Chubb stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $329.30, for a total transaction of $658,600.00. Following the sale, the director directly owned 25,468 shares in the company, valued at $8,386,612.40. The trade was a 7.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Evan G. Greenberg sold 15,060 shares of Chubb stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $331.47, for a total transaction of $4,991,938.20. Following the sale, the chief executive officer owned 511,576 shares in the company, valued at approximately $169,572,096.72. This represents a 2.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 44,877 shares of company stock worth $14,885,226 over the last ninety days. 0.77% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

CB has been the topic of a number of recent research reports. Evercore raised their target price on Chubb from $346.00 to $347.00 and gave the company an “outperform” rating in a research note on Wednesday, February 4th. Cantor Fitzgerald raised their target price on Chubb from $300.00 to $309.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Roth Mkm raised their target price on Chubb from $330.00 to $360.00 and gave the company a “buy” rating in a research note on Wednesday, February 4th. Bank of America cut their target price on Chubb from $279.00 to $259.00 and set an “underperform” rating on the stock in a research note on Friday, January 16th. Finally, HSBC raised their target price on Chubb from $357.00 to $362.00 and gave the company a “buy” rating in a research note on Tuesday. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $345.38.

View Our Latest Research Report on CB

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.

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Institutional Ownership by Quarter for Chubb (NYSE:CB)

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