National Pension Service Acquires 24,407 Shares of Chubb Limited $CB

National Pension Service grew its holdings in shares of Chubb Limited (NYSE:CB) by 2.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 922,959 shares of the financial services provider’s stock after buying an additional 24,407 shares during the quarter. National Pension Service owned 0.23% of Chubb worth $260,505,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Harbor Capital Advisors Inc. lifted its holdings in shares of Chubb by 93.6% in the third quarter. Harbor Capital Advisors Inc. now owns 91 shares of the financial services provider’s stock valued at $26,000 after purchasing an additional 44 shares in the last quarter. Cedar Mountain Advisors LLC raised its position in Chubb by 155.6% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider’s stock valued at $26,000 after buying an additional 56 shares during the last quarter. VSM Wealth Advisory LLC bought a new position in Chubb during the 2nd quarter valued at $32,000. Heartwood Wealth Advisors LLC purchased a new position in Chubb during the 3rd quarter worth $34,000. Finally, Financial Consulate Inc. purchased a new position in Chubb during the 3rd quarter worth $37,000. 83.81% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, EVP Joseph F. Wayland sold 5,830 shares of the business’s stock in a transaction dated Thursday, November 13th. The stock was sold at an average price of $297.08, for a total value of $1,731,976.40. Following the sale, the executive vice president directly owned 60,593 shares in the company, valued at approximately $18,000,968.44. The trade was a 8.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Timothy Alan Boroughs sold 850 shares of the stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $295.19, for a total transaction of $250,911.50. Following the transaction, the executive vice president owned 1,585 shares of the company’s stock, valued at $467,876.15. This represents a 34.91% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 33,635 shares of company stock valued at $9,970,735. 0.77% of the stock is owned by insiders.

Chubb News Roundup

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks raised its FY2026 and Q4 2026/Q4 2027 EPS outlooks (FY2026 to $25.71; Q4 2026 to $7.07; Q4 2027 to $7.60), signaling better-than-expected earnings power and supporting valuation.
• Positive Sentiment: Zacks says Chubb is likely to deliver a Q4 earnings beat driven by premium growth, investment income and strong retention — a direct earnings catalyst traders watch into reporting. Is a Beat in Store for Chubb Limited This Earnings Season?
• Positive Sentiment: Zacks includes Chubb among insurers poised to outperform estimates thanks to solid retention, pricing discipline and exposure growth — a favorable sector view that can lift investor appetite. 4 Insurers Poised to Outperform Estimates This Earnings Season
• Positive Sentiment: Coverage pieces highlight Chubb as a value/defensive insurance name and note recent analyst upgrades that underscore its appeal to cautious, long-term investors — supportive for multiple investor types. How Analyst Upgrades Highlight Chubb’s (CB) Discipline and Appeal to Long-Term, Cautious Investors
• Neutral Sentiment: A Seeking Alpha comparison piece examines Allstate vs. Chubb (stability vs. turnaround) — useful context for investors weighing relative risk/return but not an immediate earnings catalyst. Allstate Vs. Chubb: Paying For Stability Or Buying The Turnaround
• Negative Sentiment: Zacks trimmed several near-term quarterly EPS forecasts (Q1 2026 to $6.40 from $6.45; Q2 2026 to $6.39 from $6.43; Q1 2027 to $6.08 from $6.14; Q2 2027 to $7.39 from $7.43). These small downgrades reflect modest near-term headwinds and could cap upside if the company misses seasonal drivers.

Chubb Price Performance

Chubb stock opened at $309.38 on Friday. Chubb Limited has a 12 month low of $263.14 and a 12 month high of $316.94. The company has a current ratio of 0.27, a quick ratio of 0.27 and a debt-to-equity ratio of 0.20. The business’s 50 day simple moving average is $304.79 and its 200 day simple moving average is $287.42. The company has a market cap of $121.76 billion, a price-to-earnings ratio of 12.91, a PEG ratio of 1.97 and a beta of 0.51.

Chubb Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, January 2nd. Investors of record on Friday, December 12th were issued a $0.97 dividend. The ex-dividend date of this dividend was Friday, December 12th. This represents a $3.88 annualized dividend and a yield of 1.3%. Chubb’s dividend payout ratio (DPR) is 16.19%.

Wall Street Analyst Weigh In

Several analysts have recently commented on CB shares. Mizuho set a $317.00 target price on shares of Chubb in a report on Wednesday, January 14th. Cantor Fitzgerald increased their price objective on shares of Chubb from $300.00 to $309.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Weiss Ratings reissued a “buy (b+)” rating on shares of Chubb in a research report on Monday, December 29th. Morgan Stanley set a $350.00 target price on Chubb in a research note on Friday, January 16th. Finally, Bank of America decreased their price target on Chubb from $279.00 to $259.00 and set an “underperform” rating for the company in a research report on Friday, January 16th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $324.00.

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.