Financial Strategies Group Inc. Buys 4,813 Shares of Chubb Limited $CB

Financial Strategies Group Inc. grew its stake in Chubb Limited (NYSE:CB) by 17.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,304 shares of the financial services provider’s stock after acquiring an additional 4,813 shares during the period. Chubb accounts for 1.7% of Financial Strategies Group Inc.’s holdings, making the stock its 18th biggest holding. Financial Strategies Group Inc.’s holdings in Chubb were worth $8,989,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Norges Bank bought a new stake in shares of Chubb in the second quarter valued at about $1,195,137,000. Bank of America Corp DE increased its position in Chubb by 11.6% during 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 period. London Co. of Virginia raised its holdings in shares of Chubb by 211.0% in the 2nd quarter. London Co. of Virginia now owns 737,090 shares of the financial services provider’s stock valued at $213,559,000 after purchasing an additional 500,116 shares in the last quarter. Altrinsic Global Advisors LLC lifted its position in shares of Chubb by 46.9% in the 2nd quarter. Altrinsic Global Advisors LLC now owns 1,392,846 shares of the financial services provider’s stock worth $403,535,000 after purchasing an additional 444,557 shares during the period. Finally, Troy Asset Management Ltd boosted its stake in shares of Chubb by 89.1% during the second quarter. Troy Asset Management Ltd now owns 793,427 shares of the financial services provider’s stock valued at $229,872,000 after purchasing an additional 373,872 shares in the last quarter. 83.81% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages have issued reports on CB. Keefe, Bruyette & Woods increased their target price on Chubb from $335.00 to $355.00 and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of Chubb in a research report on Monday, December 29th. Jefferies Financial Group boosted their target price on shares of Chubb from $302.00 to $326.00 and gave the stock a “hold” rating in a report on Tuesday, December 16th. Deutsche Bank Aktiengesellschaft increased their target price on shares of Chubb from $303.00 to $304.00 and gave the company a “hold” rating in a research report on Monday, November 24th. Finally, Bank of America reduced their price target on Chubb from $279.00 to $259.00 and set an “underperform” rating on the stock in a research report on Friday, January 16th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $324.00.

Insider Transactions at Chubb

In other news, EVP Joseph F. Wayland sold 5,830 shares of the firm’s stock in a transaction dated Thursday, November 13th. The stock was sold at an average price of $297.08, for a total transaction of $1,731,976.40. Following the sale, the executive vice president directly owned 60,593 shares in the company, valued at $18,000,968.44. This trade represents a 8.78% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider John J. Lupica sold 16,375 shares of the firm’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $296.45, for a total value of $4,854,368.75. Following the completion of the sale, the insider directly owned 74,225 shares in the company, valued at approximately $22,004,001.25. The trade was a 18.07% decrease in their ownership of the stock. 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 ninety days. 0.77% of the stock is currently owned by corporate insiders.

Key Chubb News

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 Trading Up 1.0%

Chubb stock opened at $309.38 on Friday. The firm has a market cap of $121.76 billion, a PE ratio of 12.91, a P/E/G ratio of 1.97 and a beta of 0.51. Chubb Limited has a 12 month low of $263.14 and a 12 month high of $316.94. The stock’s 50 day simple moving average is $304.79 and its two-hundred day simple moving average is $287.50. The company has a current ratio of 0.27, a quick ratio of 0.27 and a debt-to-equity ratio of 0.20.

Chubb Announces Dividend

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

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.