NewEdge Wealth LLC Has $6.22 Million Stock Position in Chubb Limited $CB

NewEdge Wealth LLC raised its holdings in Chubb Limited (NYSE:CB) by 38.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 19,926 shares of the financial services provider’s stock after buying an additional 5,581 shares during the quarter. NewEdge Wealth LLC’s holdings in Chubb were worth $6,219,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Spire Wealth Management grew its holdings in Chubb by 490.5% in the 4th quarter. Spire Wealth Management now owns 8,615 shares of the financial services provider’s stock valued at $2,689,000 after buying an additional 7,156 shares during the last quarter. Chesley Taft & Associates LLC grew its holdings in Chubb by 7.4% in the 4th quarter. Chesley Taft & Associates LLC now owns 102,427 shares of the financial services provider’s stock valued at $31,970,000 after buying an additional 7,043 shares during the last quarter. Pallas Capital Advisors LLC grew its holdings in shares of Chubb by 42.3% during the 4th quarter. Pallas Capital Advisors LLC now owns 14,243 shares of the financial services provider’s stock worth $4,446,000 after purchasing an additional 4,233 shares in the last quarter. Caprock Group LLC acquired a new stake in shares of Chubb during the 3rd quarter worth approximately $3,123,000. Finally, waypoint wealth counsel grew its holdings in shares of Chubb by 76.4% during the 4th quarter. waypoint wealth counsel now owns 4,118 shares of the financial services provider’s stock worth $1,285,000 after purchasing an additional 1,784 shares in the last quarter. Institutional investors and hedge funds own 83.81% of the company’s stock.

Key Stories Impacting Chubb

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks Research raised its FY2028 EPS estimate for Chubb, signaling stronger long-term earnings potential and improved outlook for the insurer. Chubb stock reference
• Positive Sentiment: Analysts also increased estimates for Q1 2027 and Q4 2027 EPS, reinforcing optimism that Chubb can sustain solid profitability over time. Chubb stock reference
• Neutral Sentiment: Additional coverage pieces focused on why Chubb stock is in focus and on broader analyst commentary, but did not introduce a clear new company-specific catalyst. Article link
• Negative Sentiment: Zacks trimmed estimates for Q2 2026, Q2 2027 and Q3 2027, which may be weighing on sentiment by pointing to softer earnings in the near term. Chubb stock reference
• Negative Sentiment: A bearish headline suggesting investors should “sell CB” may also be pressuring the shares, even though it appears to be an opinion piece rather than a fundamental update. Article link

Chubb Trading Down 0.1%

Shares of CB opened at $319.27 on Monday. The stock has a fifty day moving average price of $328.31 and a two-hundred day moving average price of $312.40. 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 Limited has a 52-week low of $264.10 and a 52-week high of $345.67. The company has a market cap of $123.83 billion, a price-to-earnings ratio of 11.27, a PEG ratio of 1.63 and a beta of 0.43.

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

Chubb Announces Dividend

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

Insider Transactions at Chubb

In other Chubb news, Director Olivier Steimer sold 2,000 shares of Chubb stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $329.30, for a total value of $658,600.00. Following the completion of the transaction, the director owned 25,468 shares in the company, valued at approximately $8,386,612.40. The trade was a 7.28% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.37% of the company’s stock.

Analyst Ratings Changes

CB has been the topic of several recent research reports. UBS Group reissued a “neutral” rating and set a $340.00 price objective on shares of Chubb in a report on Monday, February 9th. BMO Capital Markets lifted their price objective on Chubb from $326.00 to $339.00 and gave the stock a “market perform” rating in a report on Friday, April 24th. JPMorgan Chase & Co. lifted their price objective on Chubb from $330.00 to $340.00 and gave the stock a “neutral” rating in a report on Monday, April 20th. Weiss Ratings raised Chubb from a “buy (b+)” rating to a “buy (a-)” rating in a report on Monday, April 27th. Finally, The Goldman Sachs Group lifted their price objective on Chubb from $368.00 to $372.00 and gave the stock a “buy” rating in a report on Tuesday, April 7th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Chubb currently has a consensus rating of “Moderate Buy” and a consensus target price of $349.33.

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.