Thrivent Financial for Lutherans Trims Position in Chubb Limited $CB

Thrivent Financial for Lutherans reduced its position in Chubb Limited (NYSE:CB) by 96.4% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 13,982 shares of the financial services provider’s stock after selling 374,909 shares during the quarter. Thrivent Financial for Lutherans’ holdings in Chubb were worth $3,946,000 as of its most recent filing with the SEC.

Other hedge funds have also modified their holdings of the company. Mitchell & Pahl Private Wealth LLC grew its position in shares of Chubb by 0.5% in the third quarter. Mitchell & Pahl Private Wealth LLC now owns 7,381 shares of the financial services provider’s stock valued at $2,083,000 after purchasing an additional 35 shares during the last quarter. Golden State Wealth Management LLC increased its stake in shares of Chubb by 7.4% during the 3rd quarter. Golden State Wealth Management LLC now owns 525 shares of the financial services provider’s stock valued at $148,000 after acquiring an additional 36 shares during the last quarter. Covestor Ltd grew its stake in shares of Chubb by 26.1% during the 3rd quarter. Covestor Ltd now owns 179 shares of the financial services provider’s stock valued at $51,000 after buying an additional 37 shares during the period. Evermay Wealth Management LLC raised its holdings in shares of Chubb by 2.3% in the 2nd quarter. Evermay Wealth Management LLC now owns 1,684 shares of the financial services provider’s stock worth $489,000 after purchasing an additional 38 shares during the period. Finally, JT Stratford LLC grew its stake in Chubb by 3.5% during the second quarter. JT Stratford LLC now owns 1,127 shares of the financial services provider’s stock worth $327,000 after buying an additional 38 shares during the period. 83.81% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling 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 value of $4,854,368.75. Following the transaction, the insider owned 74,225 shares in the company, valued at approximately $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 Securities & Exchange Commission, which is accessible through this link. Also, EVP Timothy Alan Boroughs sold 10,580 shares of the business’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $296.17, for a total value of $3,133,478.60. Following the transaction, the executive vice president directly owned 12,660 shares of the company’s stock, valued at $3,749,512.20. This trade represents a 45.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 33,635 shares of company stock valued at $9,970,735 in the last three months. 0.77% of the stock is currently owned by company insiders.

Trending Headlines about Chubb

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Q4 results: Chubb reported stronger-than-expected Q4 profit (about $3.2B), beat on EPS, showed revenue growth, a record-low combined ratio and benefited from higher investment returns and lower catastrophe losses — the core operational beat is the primary driver of the stock’s strength. Chubb profit grows to $3.2bn in Q4 2025
• Positive Sentiment: Bullish analyst moves: Several firms raised targets, including Wolfe Research (to $372) and HSBC (to $357), reflecting meaningful upside and reinforcing investor confidence after the quarter. Wolfe Research raises target
• Positive Sentiment: Momentum/market reaction: Shares hit new highs and extended a multi-day winning streak following the earnings release, showing strong market endorsement of the results. Chubb stock hits record high
• Neutral Sentiment: Mixed analyst actions: Several firms raised price targets but kept neutral/hold ratings (Mizuho to $336, Jefferies to $333, Piper Sandler to $319, Wells Fargo to $322), signaling cautious upside expectations despite the beat. Mizuho target raise
• Neutral Sentiment: Partnerships/operational items: Chubb named Arctic Wolf a preferred MDR provider — a strategic cybersecurity move that may modestly reduce cyber risk exposure but is unlikely to materially change near-term financials. Arctic Wolf partnership
• Negative Sentiment: Upside may be capped: despite strong results, several analysts retained conservative ratings/targets near or below the current share price — that mixed guidance could limit further near-term appreciation absent continued margin or reserve improvements. Jefferies hold/target note

Analyst Upgrades and Downgrades

Several research firms recently commented on CB. Keefe, Bruyette & Woods boosted their price target on Chubb from $355.00 to $373.00 and gave the stock an “outperform” rating in a research report on Friday. Citigroup reiterated a “market outperform” rating on shares of Chubb in a research report on Friday, January 16th. UBS Group raised their price target on shares of Chubb from $292.00 to $298.00 and gave the company a “neutral” rating in a research note on Monday, October 27th. JPMorgan Chase & Co. raised their price target on Chubb from $327.00 to $330.00 and gave the company a “neutral” rating in a report on Wednesday. Finally, Wolfe Research increased their price target on Chubb from $364.00 to $372.00 and gave the company an “outperform” rating in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $331.76.

Chubb Price Performance

Shares of Chubb stock opened at $331.42 on Friday. The firm’s 50-day moving average price is $307.40 and its two-hundred day moving average price is $289.16. Chubb Limited has a 1-year low of $263.14 and a 1-year high of $335.34. The stock has a market capitalization of $130.43 billion, a price-to-earnings ratio of 12.88, a P/E/G ratio of 2.13 and a beta of 0.49. The company has a current ratio of 0.24, a quick ratio of 0.27 and a debt-to-equity ratio of 0.20.

Chubb (NYSE:CB) last issued its quarterly earnings results on Tuesday, February 3rd. The financial services provider reported $7.52 EPS for the quarter, topping the consensus estimate of $6.33 by $1.19. The company had revenue of $2.08 billion during the quarter, compared to analysts’ expectations of $11.11 billion. Chubb had a net margin of 17.36% and a return on equity of 13.15%. Chubb’s revenue was up 8.9% on a year-over-year basis. During the same quarter in the previous year, the company earned $6.02 EPS. On average, equities analysts predict that Chubb Limited will post 21.52 earnings per share for the current fiscal year.

Chubb Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 2nd. Investors of record on Friday, December 12th were paid a $0.97 dividend. This represents a $3.88 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Friday, December 12th. Chubb’s dividend payout ratio is 15.08%.

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.