Welch & Forbes LLC Sells 2,928 Shares of Chubb Limited $CB

Welch & Forbes LLC reduced its stake in shares of Chubb Limited (NYSE:CB) by 0.7% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 398,440 shares of the financial services provider’s stock after selling 2,928 shares during the period. Chubb comprises approximately 1.4% of Welch & Forbes LLC’s portfolio, making the stock its 20th biggest position. Welch & Forbes LLC’s holdings in Chubb were worth $112,460,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of CB. Brighton Jones LLC raised its position in Chubb by 12.8% in the 4th quarter. Brighton Jones LLC now owns 1,945 shares of the financial services provider’s stock valued at $537,000 after buying an additional 221 shares during the last quarter. Revolve Wealth Partners LLC purchased a new stake in shares of Chubb in the fourth quarter valued at about $205,000. Woodline Partners LP boosted its holdings in Chubb by 13.0% during the first quarter. Woodline Partners LP now owns 12,599 shares of the financial services provider’s stock worth $3,805,000 after purchasing an additional 1,449 shares during the last quarter. Sivia Capital Partners LLC grew its position 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 purchasing an additional 175 shares in the last quarter. Finally, PFG Investments LLC increased its stake in Chubb by 15.9% in the 2nd quarter. PFG Investments LLC now owns 2,273 shares of the financial services provider’s stock valued at $658,000 after buying an additional 311 shares during the last quarter. Institutional investors own 83.81% of the company’s stock.

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.

Insider Buying and Selling

In other news, insider John J. Lupica sold 16,375 shares of the firm’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $296.45, for a total value of $4,854,368.75. Following the completion of the transaction, the insider directly owned 74,225 shares of the company’s stock, valued at $22,004,001.25. This trade represents a 18.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Joseph F. Wayland sold 5,830 shares of the business’s stock in a transaction on Thursday, November 13th. The shares were sold at an average price of $297.08, for a total value of $1,731,976.40. Following the sale, the executive vice president owned 60,593 shares in the company, valued at approximately $18,000,968.44. The trade was a 8.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 33,635 shares of company stock valued at $9,970,735. Company insiders own 0.77% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on CB shares. Barclays boosted their target price on Chubb from $317.00 to $339.00 and gave the stock an “equal weight” rating in a research note on Thursday, January 8th. The Goldman Sachs Group raised Chubb from a “neutral” rating to a “buy” rating and raised their target price for the company from $309.00 to $351.00 in a research report on Wednesday, January 7th. Mizuho set a $317.00 target price on Chubb in a research note on Wednesday, January 14th. Cantor Fitzgerald increased their price target on shares of Chubb from $300.00 to $309.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. Finally, Weiss Ratings reaffirmed a “buy (b+)” rating on shares of Chubb in a research report on Monday, December 29th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $324.00.

Chubb Trading Up 1.0%

Shares of CB opened at $309.38 on Friday. Chubb Limited has a fifty-two week low of $263.14 and a fifty-two week high of $316.94. The business has a 50-day moving average of $304.79 and a 200 day moving average of $287.42. The firm has a market cap of $121.76 billion, a P/E ratio of 12.91, a price-to-earnings-growth ratio of 1.97 and a beta of 0.51. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.27 and a current ratio of 0.27.

Chubb Announces Dividend

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

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.