Chubb Limited $CB Shares Purchased by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC lifted its holdings in Chubb Limited (NYSE:CB) by 11.2% during the fourth quarter, Holdings Channel reports. The fund owned 27,280 shares of the financial services provider’s stock after buying an additional 2,737 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Chubb were worth $8,515,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Kathmere Capital Management LLC increased its stake in shares of Chubb by 2.7% in the fourth quarter. Kathmere Capital Management LLC now owns 1,297 shares of the financial services provider’s stock worth $405,000 after acquiring an additional 34 shares during the period. Wright Investors Service Inc. increased its stake in shares of Chubb by 0.7% in the fourth quarter. Wright Investors Service Inc. now owns 4,927 shares of the financial services provider’s stock worth $1,538,000 after acquiring an additional 34 shares during the period. G&S Capital LLC increased its stake in shares of Chubb by 1.5% in the fourth quarter. G&S Capital LLC now owns 2,271 shares of the financial services provider’s stock worth $709,000 after acquiring an additional 34 shares during the period. Golden State Wealth Management LLC increased its stake in shares of Chubb by 7.4% in the third quarter. Golden State Wealth Management LLC now owns 525 shares of the financial services provider’s stock worth $148,000 after acquiring an additional 36 shares during the period. Finally, Phoenix Wealth Advisors increased its stake in shares of Chubb by 0.4% in the fourth quarter. Phoenix Wealth Advisors now owns 8,467 shares of the financial services provider’s stock worth $2,643,000 after acquiring an additional 36 shares during the period. Institutional investors and hedge funds own 83.81% of the company’s stock.

Chubb Stock Performance

Shares of NYSE CB opened at $321.22 on Friday. The company’s fifty day moving average price is $328.31 and its 200 day moving average price is $312.40. Chubb Limited has a 1 year low of $264.10 and a 1 year high of $345.67. The company has a market capitalization of $124.59 billion, a PE ratio of 11.34, a price-to-earnings-growth ratio of 1.65 and a beta of 0.43. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.28 and a current ratio of 0.28.

Chubb (NYSE:CB) last posted its quarterly earnings data on Tuesday, March 31st. The financial services provider reported $6.82 earnings per share (EPS) for the quarter. The business had revenue of $14.93 billion for the quarter. Chubb had a net margin of 18.58% and a return on equity of 14.30%. On average, research analysts predict that Chubb Limited will post 26.78 earnings per share for the current year.

Chubb Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, April 6th. Shareholders of record on Friday, March 13th were issued a dividend of $0.97 per share. This represents a $3.88 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Friday, March 13th. Chubb’s dividend payout ratio (DPR) is presently 13.70%.

Key Headlines Impacting Chubb

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks Research pushed several near‑ and medium‑term EPS forecasts higher (including FY2026–FY2028 upgrades and boosts to multiple quarterly estimates), which improves forward earnings visibility and underpins valuation. Zacks/MarketBeat coverage of Chubb estimates
• Positive Sentiment: Dividend outlook remains a positive anchor — coverage previews Chubb’s long dividend increase streak (29 years), which supports income-seeking buyers. Chubb dividend preview
• Neutral Sentiment: Coverage piece explaining why Chubb is “in focus” — useful context on market attention and catalysts but not a direct fundamental change. Why Is Chubb Stock in Focus Right Now
• Neutral Sentiment: Globe and Mail roundup that includes analyst commentary on Chubb — offers third‑party perspectives (no single decisive rating move reported). Analysts Offer Insights on Financial Companies
• Neutral Sentiment: Palomar (PLMR) Q1 earnings article included in the feed but is unrelated to Chubb’s business or outlook; not a driver for CB. Palomar Q1 Earnings
• Negative Sentiment: An opinion piece lists “3 reasons to sell CB” and suggests an alternative pick — such negative narratives can pressure sentiment and trigger short‑term outflows even if fundamentals remain intact. 3 reasons to sell CB

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on CB shares. Roth Mkm increased their price target on shares of Chubb from $330.00 to $360.00 and gave the stock a “buy” rating in a report on Wednesday, February 4th. UBS Group reissued a “neutral” rating and set a $340.00 price target on shares of Chubb in a report on Monday, February 9th. Weiss Ratings raised shares of Chubb from a “buy (b+)” rating to a “buy (a-)” rating in a report on Monday, April 27th. Bank of America lowered their price target on shares of Chubb from $286.00 to $271.00 and set an “underperform” rating on the stock in a report on Tuesday, April 14th. Finally, Piper Sandler increased their price target on shares of Chubb from $319.00 to $328.00 and gave the stock a “neutral” rating in a report on Wednesday, April 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Chubb currently has an average rating of “Moderate Buy” and a consensus target price of $349.33.

Insider Transactions at Chubb

In other Chubb news, Director Olivier Steimer sold 2,000 shares of the stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $329.30, for a total transaction of $658,600.00. Following the transaction, the director directly owned 25,468 shares of the company’s stock, valued at $8,386,612.40. This trade represents a 7.28% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 0.37% of the stock is currently 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.