Ethic Inc. Buys 7,520 Shares of Chubb Limited $CB

Ethic Inc. raised its stake in Chubb Limited (NYSE:CB) by 13.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 64,690 shares of the financial services provider’s stock after buying an additional 7,520 shares during the quarter. Ethic Inc.’s holdings in Chubb were worth $20,191,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Berkshire Hathaway Inc increased its stake 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 purchasing an additional 4,299,111 shares in the last quarter. State Street Corp boosted its position in shares of Chubb by 0.4% during the third quarter. State Street Corp now owns 17,045,793 shares of the financial services provider’s stock worth $4,827,852,000 after purchasing an additional 68,553 shares in the last quarter. Ameriprise Financial Inc. grew 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 grew 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 increased its position 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 in the last quarter. Institutional investors own 83.81% of the company’s stock.

Insiders Place Their Bets

In other Chubb news, Director Olivier Steimer sold 2,000 shares of the company’s stock in a transaction that occurred on Thursday, March 19th. The stock was 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 represents a 7.28% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.37% of the stock is currently owned by company insiders.

Chubb News Roundup

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks Research raised its FY2028 EPS estimate for Chubb, signaling stronger long-term earnings potential and improved outlook for the insurer. Chubb stock reference
• Positive Sentiment: Analysts also increased estimates for Q1 2027 and Q4 2027 EPS, reinforcing optimism that Chubb can sustain solid profitability over time. Chubb stock reference
• Neutral Sentiment: Additional coverage pieces focused on why Chubb stock is in focus and on broader analyst commentary, but did not introduce a clear new company-specific catalyst. Article link
• Negative Sentiment: Zacks trimmed estimates for Q2 2026, Q2 2027 and Q3 2027, which may be weighing on sentiment by pointing to softer earnings in the near term. Chubb stock reference
• Negative Sentiment: A bearish headline suggesting investors should “sell CB” may also be pressuring the shares, even though it appears to be an opinion piece rather than a fundamental update. Article link

Analyst Ratings Changes

CB has been the topic of several research analyst reports. Roth Mkm raised their price objective on Chubb from $330.00 to $360.00 and gave the stock a “buy” rating in a research note on Wednesday, February 4th. UBS Group restated a “neutral” rating and issued a $340.00 price target on shares of Chubb in a report on Monday, February 9th. Evercore raised their price target on Chubb from $347.00 to $349.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Barclays lifted their price objective on Chubb from $374.00 to $375.00 and gave the company an “equal weight” rating in a report on Wednesday, April 22nd. Finally, Wells Fargo & Company boosted their price objective on Chubb from $321.00 to $333.00 and gave the company an “equal weight” rating in a research report on Thursday, April 23rd. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $349.33.

Chubb Price Performance

CB stock opened at $319.27 on Friday. The stock has a 50-day moving average price of $328.31 and a two-hundred day moving average price of $312.40. Chubb Limited has a 1 year low of $264.10 and a 1 year high of $345.67. The stock has a market cap of $123.83 billion, a PE ratio of 11.27, a price-to-earnings-growth ratio of 1.64 and a beta of 0.43. The company has a current ratio of 0.28, a quick ratio of 0.28 and a debt-to-equity ratio of 0.20.

Chubb (NYSE:CB) last issued its quarterly earnings results on Tuesday, March 31st. The financial services provider reported $6.82 EPS for the quarter. The company had revenue of $14.93 billion for the quarter. Chubb had a return on equity of 14.30% and a net margin of 18.58%. Equities analysts forecast that Chubb Limited will post 26.78 EPS for the current fiscal year.

Chubb Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, April 6th. Shareholders 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 annualized dividend and a yield of 1.2%. Chubb’s payout ratio is presently 13.70%.

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.