Chubb Limited $CB Shares Sold by Bartlett & CO. Wealth Management LLC

Bartlett & CO. Wealth Management LLC lowered its position in shares of Chubb Limited (NYSE:CB) by 0.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 236,227 shares of the financial services provider’s stock after selling 1,843 shares during the quarter. Chubb makes up approximately 1.0% of Bartlett & CO. Wealth Management LLC’s holdings, making the stock its 28th biggest holding. Bartlett & CO. Wealth Management LLC owned approximately 0.06% of Chubb worth $73,932,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Berkshire Hathaway Inc boosted its holdings in shares of Chubb by 15.9% in the 3rd 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 during 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 purchasing an additional 68,553 shares during the last quarter. 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 purchasing an additional 427,512 shares during the last quarter. 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 purchasing an additional 513,852 shares during the last quarter. 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 purchasing an additional 1,199,963 shares during the last quarter. Institutional investors and hedge funds own 83.81% of the company’s stock.

Chubb Trading Down 1.4%

NYSE CB opened at $328.12 on Friday. Chubb Limited has a one year low of $264.10 and a one year high of $345.67. The company has a 50-day simple moving average of $328.55 and a 200-day simple moving average of $306.49. 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 firm has a market capitalization of $128.04 billion, a PE ratio of 12.75, a price-to-earnings-growth ratio of 1.77 and a beta of 0.49.

Chubb (NYSE:CB) last posted its quarterly earnings results on Tuesday, February 3rd. The financial services provider reported $7.52 EPS for the quarter, beating the consensus estimate 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 during the quarter, compared to analyst estimates of $11.11 billion. During the same period in the previous year, the business posted $6.02 EPS. The company’s quarterly revenue was up 8.9% on a year-over-year basis. On average, equities analysts forecast that Chubb Limited will post 21.52 earnings per share for the current year.

Chubb Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, April 6th. Stockholders of record on Friday, March 13th were issued a $0.97 dividend. The ex-dividend date of this dividend was Friday, March 13th. This represents a $3.88 annualized dividend and a dividend yield of 1.2%. Chubb’s payout ratio is 15.08%.

Chubb News Roundup

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks Research raised near- and medium-term EPS forecasts (multiple Q4/FY lifts, including FY2026–FY2028) — the revisions point to stronger earnings power that can support higher share prices. Zacks: Chubb ascends
• Positive Sentiment: Several brokers/analysts have lifted price targets and flagged upside (AmericanBankingNews/Barclays/Jefferies coverage), which supports longer-term upside expectations from the street. Price target raised to $373
• Positive Sentiment: Retail and financial press continue to highlight Chubb as an attractive dividend/quality insurance name, which can support defensive interest from income-focused investors. Yahoo: cheap dividend stocks
• Neutral Sentiment: Management made an operational appointment — Kevin Rampe named Global Head of Claims — a routine leadership move that reduces execution risk but is not a near-term earnings catalyst. PR Newswire: Kevin Rampe
• Neutral Sentiment: Morgan Stanley maintained a Hold rating on CB — a signal that, while not bearish, removes a portion of buy-side momentum. Globe & Mail: Morgan Stanley hold
• Neutral Sentiment: Market commentary is asking whether recent multi-year gains leave less near-term upside (valuation/timing debate), which can encourage some investors to step aside. Yahoo: Is it too late?
• Neutral Sentiment: Comparative surveys and sector pieces offer mixed assessments vs. peers (useful context but not an immediate price driver). AmericanBankingNews: critical survey
• Negative Sentiment: Wells Fargo trimmed its price target slightly to $321 and kept an equal-weight rating — a modest near-term headwind that can pressure momentum traders. MarketScreener: Wells Fargo target cut

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on CB shares. Evercore lifted their price target on shares of Chubb from $346.00 to $347.00 and gave the company an “outperform” rating in a report on Wednesday, February 4th. Raymond James Financial lifted their price target on shares of Chubb from $340.00 to $380.00 and gave the company a “strong-buy” rating in a report on Monday, February 9th. Bank of America decreased their price target on shares of Chubb from $279.00 to $259.00 and set an “underperform” rating on the stock in a report on Friday, January 16th. BMO Capital Markets lifted their price target on shares of Chubb from $283.00 to $326.00 and gave the company a “market perform” rating in a report on Tuesday, February 10th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Chubb from $327.00 to $330.00 and gave the company a “neutral” rating in a report on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Chubb presently has a consensus rating of “Hold” and an average target price of $345.33.

Insider Activity

In other Chubb news, Director Olivier Steimer sold 2,000 shares of the business’s 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 completion of the transaction, the director directly owned 25,468 shares of the company’s stock, valued at $8,386,612.40. The trade was a 7.28% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Timothy Alan Boroughs sold 27,817 shares of the business’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $331.98, for a total transaction of $9,234,687.66. Following the transaction, the executive vice president directly owned 11,810 shares of the company’s stock, valued at $3,920,683.80. The trade was a 70.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 44,877 shares of company stock valued at $14,885,226. Company 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.