Y Intercept Hong Kong Ltd Reduces Stake in Chubb Limited $CB

Y Intercept Hong Kong Ltd reduced its stake in Chubb Limited (NYSE:CB) by 79.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,219 shares of the financial services provider’s stock after selling 12,492 shares during the period. Y Intercept Hong Kong Ltd’s holdings in Chubb were worth $909,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in CB. Westbourne Investment Advisors Inc. boosted its holdings in shares of Chubb by 12.3% during the third quarter. Westbourne Investment Advisors Inc. now owns 22,233 shares of the financial services provider’s stock worth $6,275,000 after purchasing an additional 2,427 shares during the last quarter. Assetmark Inc. boosted its holdings in shares of Chubb by 14.1% in the 2nd quarter. Assetmark Inc. now owns 71,294 shares of the financial services provider’s stock valued at $20,655,000 after purchasing an additional 8,828 shares during the last quarter. Trifecta Capital Advisors LLC grew its stake in shares of Chubb by 764.7% during the 2nd quarter. Trifecta Capital Advisors LLC now owns 147 shares of the financial services provider’s stock valued at $43,000 after buying an additional 130 shares during the period. Sivia Capital Partners LLC increased its holdings in shares of Chubb by 166.3% during the 3rd quarter. Sivia Capital Partners LLC now owns 3,707 shares of the financial services provider’s stock worth $1,046,000 after buying an additional 2,315 shares during the last quarter. Finally, Vanguard Personalized Indexing Management LLC boosted its holdings in Chubb by 28.4% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 57,794 shares of the financial services provider’s stock valued at $16,750,000 after acquiring an additional 12,784 shares during the last quarter. Institutional investors and hedge funds own 83.81% of the company’s stock.

Chubb Trading Up 1.0%

NYSE:CB opened at $309.38 on Monday. The stock has a market cap of $121.76 billion, a price-to-earnings ratio of 12.91, a price-to-earnings-growth ratio of 1.99 and a beta of 0.51. Chubb Limited has a one year low of $263.14 and a one year high of $316.94. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.27 and a current ratio of 0.27. The business’s 50-day simple moving average is $304.79 and its 200 day simple moving average is $287.57.

Chubb Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 2nd. Shareholders of record on Friday, December 12th were paid a dividend of $0.97 per share. This represents a $3.88 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Friday, December 12th. Chubb’s dividend payout ratio is 16.19%.

Key Stories Impacting Chubb

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.

Analysts Set New Price Targets

Several equities research analysts have commented on the company. Wells Fargo & Company upped their price target on Chubb from $293.00 to $305.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft boosted their target price on Chubb from $303.00 to $304.00 and gave the stock a “hold” rating in a report on Monday, November 24th. Citigroup restated a “market outperform” rating on shares of Chubb in a report on Friday, January 16th. Jefferies Financial Group boosted their price objective on shares of Chubb from $302.00 to $326.00 and gave the stock a “hold” rating in a research note on Tuesday, December 16th. Finally, Mizuho set a $317.00 price target on shares of Chubb in a research report on Wednesday, January 14th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $324.00.

Insider Transactions 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 transaction, the insider directly owned 74,225 shares in the company, valued at $22,004,001.25. This trade represents a 18.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Timothy Alan Boroughs sold 10,580 shares of the stock in a transaction on Monday, November 24th. The stock was sold at an average price of $296.17, for a total transaction of $3,133,478.60. Following the sale, the executive vice president directly owned 12,660 shares in the company, valued at $3,749,512.20. This trade represents a 45.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 33,635 shares of company stock valued at $9,970,735. 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.