J.W. Cole Advisors Inc. Cuts Stake in Chubb Limited $CB

J.W. Cole Advisors Inc. lessened its holdings in shares of Chubb Limited (NYSE:CB) by 28.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,480 shares of the financial services provider’s stock after selling 3,437 shares during the period. J.W. Cole Advisors Inc.’s holdings in Chubb were worth $2,394,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Westbourne Investment Advisors Inc. increased its stake in shares of Chubb by 12.3% in the third quarter. Westbourne Investment Advisors Inc. now owns 22,233 shares of the financial services provider’s stock worth $6,275,000 after acquiring an additional 2,427 shares during the period. Assetmark Inc. boosted its holdings in Chubb by 14.1% in the second quarter. Assetmark Inc. now owns 71,294 shares of the financial services provider’s stock valued at $20,655,000 after purchasing an additional 8,828 shares during the last quarter. Sivia Capital Partners LLC grew its position in Chubb by 166.3% during the 3rd quarter. Sivia Capital Partners LLC now owns 3,707 shares of the financial services provider’s stock worth $1,046,000 after purchasing an additional 2,315 shares during the period. Vanguard Personalized Indexing Management LLC raised its stake in shares of Chubb by 28.4% during the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 57,794 shares of the financial services provider’s stock valued at $16,750,000 after buying an additional 12,784 shares during the last quarter. Finally, Liberty One Investment Management LLC acquired a new position in shares of Chubb in the 3rd quarter valued at about $51,167,000. 83.81% of the stock is currently owned by hedge funds and other institutional investors.

Key Chubb News

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 Stock Up 0.0%

Shares of NYSE CB opened at $331.42 on Friday. The stock has a market cap of $130.43 billion, a PE ratio of 12.88, a P/E/G ratio of 2.13 and a beta of 0.49. 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 Limited has a 12-month low of $263.14 and a 12-month high of $335.34. The company has a 50-day moving average of $307.40 and a 200 day moving average of $289.09.

Chubb (NYSE:CB) last issued its earnings results on Tuesday, February 3rd. The financial services provider reported $7.52 earnings per share for the quarter, topping the consensus estimate of $6.33 by $1.19. Chubb had a return on equity of 13.15% and a net margin of 17.36%.The business had revenue of $2.08 billion for the quarter, compared to analysts’ expectations of $11.11 billion. During the same period in the previous year, the firm posted $6.02 EPS. The business’s revenue for the quarter was up 8.9% compared to the same quarter last year. As a group, sell-side analysts predict that Chubb Limited will post 21.52 EPS for the current fiscal year.

Chubb Dividend Announcement

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

Wall Street Analyst Weigh In

Several analysts recently commented on the company. Roth Mkm raised their target price on Chubb from $330.00 to $360.00 and gave the stock a “buy” rating in a report on Wednesday. UBS Group raised their price objective on shares of Chubb from $292.00 to $298.00 and gave the stock a “neutral” rating in a research note on Monday, October 27th. Mizuho boosted their target price on shares of Chubb from $317.00 to $336.00 and gave the company a “neutral” rating in a research note on Friday. Bank of America dropped their price target on shares of Chubb from $279.00 to $259.00 and set an “underperform” rating on the stock in a research report on Friday, January 16th. Finally, Morgan Stanley set a $350.00 price objective on shares of Chubb in a research report on Friday, January 16th. One research 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 company presently has a consensus rating of “Hold” and an average price target of $330.90.

Insider Buying and Selling at Chubb

In related news, EVP Joseph F. Wayland sold 5,830 shares of the company’s stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 60,593 shares in the company, valued at approximately $18,000,968.44. This represents a 8.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Timothy Alan Boroughs sold 10,580 shares of the firm’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $296.17, for a total value of $3,133,478.60. Following the sale, the executive vice president directly 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 position. The SEC filing for this sale provides additional information. Insiders have sold 33,635 shares of company stock worth $9,970,735 in the last ninety days. 0.77% of the stock is owned by insiders.

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.