Chubb Limited $CB Shares Sold by BKM Wealth Management LLC

BKM Wealth Management LLC decreased its holdings in Chubb Limited (NYSE:CB) by 35.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,782 shares of the financial services provider’s stock after selling 2,602 shares during the quarter. BKM Wealth Management LLC’s holdings in Chubb were worth $1,493,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in CB. Brighton Jones LLC boosted its position in shares of Chubb by 12.8% in the 4th quarter. Brighton Jones LLC now owns 1,945 shares of the financial services provider’s stock worth $537,000 after purchasing an additional 221 shares in the last quarter. Revolve Wealth Partners LLC acquired a new stake in shares of Chubb in the 4th quarter worth $205,000. Woodline Partners LP raised its stake in Chubb by 13.0% in the 1st quarter. Woodline Partners LP now owns 12,599 shares of the financial services provider’s stock worth $3,805,000 after acquiring an additional 1,449 shares during the last quarter. Sivia Capital Partners LLC raised its stake in Chubb by 14.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,392 shares of the financial services provider’s stock worth $403,000 after acquiring an additional 175 shares during the last quarter. Finally, Sei Investments Co. raised its stake in Chubb by 9.3% in the 2nd quarter. Sei Investments Co. now owns 201,226 shares of the financial services provider’s stock worth $58,305,000 after acquiring an additional 17,155 shares during the last quarter. Institutional investors and hedge funds own 83.81% of the company’s stock.

Insiders Place Their Bets

In other Chubb news, EVP Timothy Alan Boroughs sold 27,817 shares of the stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $331.98, for a total transaction of $9,234,687.66. Following the sale, the executive vice president directly owned 11,810 shares of the company’s stock, valued at approximately $3,920,683.80. This trade represents a 70.20% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Evan G. Greenberg sold 15,060 shares of the stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $331.47, for a total value of $4,991,938.20. Following the sale, the chief executive officer directly owned 511,576 shares in the company, valued at $169,572,096.72. This represents a 2.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 44,877 shares of company stock valued at $14,885,226. Company insiders own 0.37% of the company’s stock.

Chubb Price Performance

Shares of CB opened at $326.05 on Friday. The business’s 50-day moving average is $329.16 and its two-hundred day moving average is $309.95. The company has a market capitalization of $127.23 billion, a P/E ratio of 11.51, a P/E/G ratio of 1.69 and a beta of 0.49. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.27 and a current ratio of 0.34. Chubb Limited has a fifty-two week low of $264.10 and a fifty-two week high of $345.67.

Chubb (NYSE:CB) last announced its quarterly earnings results on Tuesday, April 21st. The financial services provider reported $6.82 earnings per share for the quarter, topping the consensus estimate of $6.58 by $0.24. The company had revenue of $14.93 billion for the quarter, compared to the consensus estimate of $13.51 billion. Chubb had a return on equity of 14.30% and a net margin of 18.58%.During the same period last year, the firm earned $3.68 EPS. Research analysts predict that Chubb Limited will post 26.64 earnings per share for the current year.

Chubb Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, April 6th. Shareholders of record on Friday, March 13th were given a dividend of $0.97 per share. This represents a $3.88 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Friday, March 13th. Chubb’s dividend payout ratio (DPR) is currently 13.70%.

Analyst Upgrades and Downgrades

CB has been the subject of a number of research analyst reports. Weiss Ratings restated a “buy (b+)” rating on shares of Chubb in a research note on Friday, March 27th. UBS Group restated a “neutral” rating and issued a $340.00 target price on shares of Chubb in a research note on Monday, February 9th. HSBC raised their target price on Chubb from $362.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday. Wolfe Research raised their target price on Chubb from $372.00 to $373.00 and gave the stock an “outperform” rating in a research note on Monday, April 6th. Finally, Keefe, Bruyette & Woods raised their target price on Chubb from $373.00 to $374.00 and gave the stock an “outperform” rating in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $349.33.

More Chubb News

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Q1 results and revenue: Chubb beat Q1 expectations with robust revenue growth and better‑than‑expected earnings, and management described profits holding up amid softer market conditions — a clear fundamental positive for insurers. CB Q1 2026 Earnings Call Highlights
• Positive Sentiment: Berkshire / Warren Buffett support: Berkshire Hathaway has a large and growing position in Chubb, underscoring long‑term institutional confidence in Chubb’s diversified business model and shareholder returns, which can support investor sentiment. Chubb Has Warren Buffett’s Confidence
• Positive Sentiment: Analyst upgrades/target raises: Several brokers raised price targets or maintained buy/outperform views (HSBC to $370, Keefe Bruyette & Woods to $374, Evercore to $349), signaling upside potential from analysts who focus on Chubb’s earnings strength. HSBC target raise Keefe Bruyette & Woods target raise Evercore target raise
• Neutral Sentiment: Analyst conflict / mixed coverage: Several articles note conflicting analyst views on Chubb and other financial names, which can increase short‑term volatility even when fundamentals look solid. Analysts Conflicted on These Financial Names
• Neutral Sentiment: Earnings call tone: Management’s call was upbeat on profits but noted softening market conditions — supportive for medium‑term outlook but a caveat for near‑term margin/volume risk. Earnings Call Highlights
• Negative Sentiment: Price‑target cut from Jefferies: Jefferies trimmed its target to $352 and kept a hold rating, which may have weighed on sentiment for traders focused on near‑term technicals; Piper Sandler’s neutral view (target $328) adds to mixed outlook. Jefferies target cut Piper Sandler neutral

Chubb Company 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.