Jefferson Bridge Capital LLC Buys New Holdings in Chubb Limited $CB

Jefferson Bridge Capital LLC bought a new stake in shares of Chubb Limited (NYSE:CB) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 6,407 shares of the financial services provider’s stock, valued at approximately $2,000,000. Chubb accounts for approximately 2.0% of Jefferson Bridge Capital LLC’s investment portfolio, making the stock its 19th biggest position.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Berkshire Hathaway Inc increased its stake in Chubb by 15.9% in the 3rd quarter. Berkshire Hathaway Inc now owns 31,332,895 shares of the financial services provider’s stock worth $8,843,710,000 after acquiring an additional 4,299,111 shares during the last quarter. AQR Capital Management LLC increased its stake in Chubb by 75.1% in the 3rd quarter. AQR Capital Management LLC now owns 2,798,546 shares of the financial services provider’s stock worth $785,468,000 after acquiring an additional 1,199,963 shares during the last quarter. Woodline Partners LP bought a new stake in Chubb in the 3rd quarter worth approximately $220,217,000. Amundi increased its stake in Chubb by 55.4% in the 3rd quarter. Amundi now owns 1,946,622 shares of the financial services provider’s stock worth $557,493,000 after acquiring an additional 693,740 shares during the last quarter. Finally, Bank of America Corp DE increased its stake in Chubb by 11.6% in the 2nd quarter. Bank of America Corp DE now owns 4,929,858 shares of the financial services provider’s stock worth $1,428,278,000 after acquiring an additional 513,852 shares during the last quarter. Institutional investors own 83.81% of the company’s stock.

Chubb News Roundup

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Wolfe Research raised its price target to $373 and maintained an “outperform” rating, reinforcing buy-side confidence and contributing to upward pressure on the share price. Wolfe Research Raises Target
• Positive Sentiment: HSBC raised its target to $362 and reiterated a “buy” rating — another prominent firm signaling upside vs. the current level. HSBC Raises Target
• Positive Sentiment: Barclays lifted its target to $374 while keeping an “equal weight” rating, implying analysts see additional upside and supporting momentum. Barclays Raises Target
• Positive Sentiment: Jefferies raised its target to $356 (maintaining a “hold”), a move that still points to modest upside and reduces downside risk in some analyst models. Jefferies Raises Target
• Positive Sentiment: Coverage pieces note Wolfe Research’s fresh confidence and mention Chubb in the context of Russell 1000 positioning — index-related attention can boost demand and liquidity. Wolfe / Russell 1000 Coverage
• Positive Sentiment: Zacks highlights Chubb’s strong history of earnings beats and concludes the company has the right mix of factors to beat again, supporting bullish investor expectations ahead of Q1. Zacks on Earnings Beat Odds
• Neutral Sentiment: Zacks also notes that CB is a “trending” stock among users — increased attention can raise volatility but doesn’t guarantee directional moves. Zacks Trending Stock
• Neutral Sentiment: An earnings preview expects robust double-digit profit growth for Q1, which is constructive if results match forecasts but introduces short-term risk if guidance or loss ratios surprise. Earnings Preview

Analyst Upgrades and Downgrades

A number of analysts have issued reports on CB shares. Roth Mkm lifted their price objective on Chubb from $330.00 to $360.00 and gave the stock a “buy” rating in a research note on Wednesday, February 4th. Deutsche Bank Aktiengesellschaft lifted their price objective on Chubb from $304.00 to $330.00 and gave the stock a “hold” rating in a research note on Monday, March 23rd. Citizens Jmp reaffirmed a “market outperform” rating and issued a $350.00 price objective on shares of Chubb in a research note on Wednesday, February 4th. BMO Capital Markets lifted their price objective on Chubb from $283.00 to $326.00 and gave the stock a “market perform” rating in a research note on Tuesday, February 10th. Finally, Evercore lifted their price objective on Chubb from $346.00 to $347.00 and gave the stock an “outperform” rating in a research note on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $345.19.

Chubb Stock Up 0.0%

NYSE CB opened at $327.04 on Wednesday. The company has a quick ratio of 0.27, a current ratio of 0.27 and a debt-to-equity ratio of 0.20. The company has a fifty day moving average of $327.06 and a two-hundred day moving average of $305.74. The firm has a market capitalization of $127.62 billion, a price-to-earnings ratio of 12.71, a PEG ratio of 1.75 and a beta of 0.49. Chubb Limited has a 52 week low of $264.10 and a 52 week high of $345.67.

Chubb (NYSE:CB) last posted its quarterly earnings data on Tuesday, February 3rd. The financial services provider reported $7.52 EPS for the quarter, topping the consensus estimate of $6.33 by $1.19. Chubb had a net margin of 17.36% and a return on equity of 13.15%. The company had revenue of $2.08 billion during the quarter, compared to analyst estimates of $11.11 billion. During the same period in the previous year, the firm earned $6.02 earnings per share. Chubb’s quarterly revenue was up 8.9% compared to the same quarter last year. On average, analysts predict that Chubb Limited will post 21.52 earnings per share for the current year.

Chubb Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, April 6th. Stockholders of record on Friday, March 13th were paid a $0.97 dividend. The ex-dividend date of this dividend was Friday, March 13th. This represents a $3.88 annualized dividend and a dividend yield of 1.2%. Chubb’s dividend payout ratio is currently 15.08%.

Insider Activity

In other 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 value of $658,600.00. Following the sale, the director owned 25,468 shares of the company’s stock, valued at approximately $8,386,612.40. This represents a 7.28% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Timothy Alan Boroughs sold 27,817 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $331.98, for a total transaction of $9,234,687.66. Following the completion of the sale, the executive vice president directly owned 11,810 shares in the company, valued at approximately $3,920,683.80. This represents a 70.20% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 44,877 shares of company stock valued at $14,885,226. 0.77% of the stock is currently owned by company insiders.

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.