Sunesis Advisors LLC Invests $701,000 in Chubb Limited $CB

Sunesis Advisors LLC acquired a new stake in Chubb Limited (NYSE:CB) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 2,483 shares of the financial services provider’s stock, valued at approximately $701,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Harbor Capital Advisors Inc. lifted its holdings in shares of Chubb by 93.6% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 91 shares of the financial services provider’s stock worth $26,000 after acquiring an additional 44 shares during the period. Cedar Mountain Advisors LLC increased its position in Chubb by 155.6% during the third quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider’s stock worth $26,000 after purchasing an additional 56 shares during the last quarter. VSM Wealth Advisory LLC purchased a new position in Chubb during the second quarter worth approximately $32,000. Cornerstone Planning Group LLC boosted its holdings in shares of Chubb by 81.5% in the 3rd quarter. Cornerstone Planning Group LLC now owns 118 shares of the financial services provider’s stock valued at $33,000 after purchasing an additional 53 shares during the last quarter. Finally, Heartwood Wealth Advisors LLC purchased a new stake in shares of Chubb during the 3rd quarter valued at $34,000. 83.81% of the stock is currently owned by institutional investors and hedge funds.

Chubb Price Performance

Shares of CB stock opened at $331.42 on Monday. The firm has a fifty day simple moving average of $307.40 and a 200-day simple moving average of $289.30. The company has a market capitalization of $130.43 billion, a PE ratio of 12.88, a price-to-earnings-growth ratio of 2.12 and a beta of 0.49. Chubb Limited has a twelve month low of $263.14 and a twelve month high of $335.34. 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 posted its quarterly earnings data on Tuesday, February 3rd. The financial services provider reported $7.52 earnings per share for the quarter, beating analysts’ consensus estimates of $6.33 by $1.19. Chubb had a net margin of 17.36% and a return on equity of 13.15%. The company had revenue of $2.08 billion during the quarter, compared to analysts’ expectations of $11.11 billion. During the same period in the prior year, the company posted $6.02 EPS. The firm’s revenue for the quarter was up 8.9% on a year-over-year basis. Equities research analysts anticipate that Chubb Limited will post 21.52 earnings per share for the current fiscal year.

Chubb Dividend Announcement

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

Analyst Ratings Changes

A number of research analysts recently weighed in on CB shares. Jefferies Financial Group lifted their target price on Chubb from $326.00 to $333.00 and gave the company a “hold” rating in a report on Thursday. Keefe, Bruyette & Woods lifted their price objective on Chubb from $355.00 to $373.00 and gave the company an “outperform” rating in a research note on Friday. Wells Fargo & Company increased their target price on shares of Chubb from $305.00 to $322.00 and gave the stock an “equal weight” rating in a research report on Thursday. JMP Securities reaffirmed a “market outperform” rating and set a $325.00 price target on shares of Chubb in a research report on Wednesday, October 22nd. Finally, Roth Mkm boosted their price objective on shares of Chubb from $330.00 to $360.00 and gave the stock a “buy” rating in a research note on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $331.76.

Insider Activity

In other news, EVP Timothy Alan Boroughs sold 10,580 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $296.17, for a total transaction of $3,133,478.60. Following the completion of the sale, the executive vice president owned 12,660 shares of the company’s stock, valued at approximately $3,749,512.20. This trade represents a 45.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Joseph F. Wayland sold 5,830 shares of the company’s stock in a transaction on Thursday, November 13th. The shares were sold at an average price of $297.08, for a total transaction of $1,731,976.40. Following the completion of the sale, the executive vice president directly owned 60,593 shares in the company, valued at $18,000,968.44. This represents a 8.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 33,635 shares of company stock worth $9,970,735. 0.86% of the stock is currently owned by insiders.

Chubb News Roundup

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

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.