Advisors Capital Management LLC Has $28.18 Million Holdings in Chubb Limited $CB

Key Points

• Advisors Capital Management LLC raised its Chubb (CB) stake by 5.3%, adding 4,531 shares to hold 90,277 shares worth about $28.18 million per its latest SEC filing.
• Chubb beat Q1 expectations, reporting $6.82 EPS (vs. $6.58 est.) and $14.93B revenue (vs. $13.51B est.), with management noting profits holding up despite softer market conditions.
• Analyst views are mixed — consensus is a Hold with a $349.33 average price target — while institutional ownership is high (~83.8%) and insiders sold 44,877 shares in the past 90 days.

Advisors Capital Management LLC lifted its holdings in Chubb Limited (NYSE:CB - Free Report) by 5.3% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 90,277 shares of the financial services provider's stock after acquiring an additional 4,531 shares during the period. Advisors Capital Management LLC's holdings in Chubb were worth $28,177,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of CB. Brighton Jones LLC grew its stake in shares of Chubb by 12.8% in the fourth quarter. Brighton Jones LLC now owns 1,945 shares of the financial services provider's stock valued at $537,000 after acquiring an additional 221 shares in the last quarter. Revolve Wealth Partners LLC acquired a new stake in Chubb during the fourth quarter worth about $205,000. Woodline Partners LP grew its stake 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 buying an additional 1,449 shares in the last quarter. Sivia Capital Partners LLC grew its stake in Chubb by 14.4% during the second quarter. Sivia Capital Partners LLC now owns 1,392 shares of the financial services provider's stock worth $403,000 after buying an additional 175 shares in the last quarter. Finally, Sei Investments Co. grew its stake in Chubb by 9.3% during the second quarter. Sei Investments Co. now owns 201,226 shares of the financial services provider's stock worth $58,305,000 after buying an additional 17,155 shares in the last quarter. 83.81% of the stock is currently owned by institutional investors and hedge funds.

More Chubb News

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Q1 results and revenue: Chubb beat Q1 expectations with robust revenue growth and better‑than‑expected earnings, and management described profits holding up amid softer market conditions — a clear fundamental positive for insurers. CB Q1 2026 Earnings Call Highlights
• Positive Sentiment: Berkshire / Warren Buffett support: Berkshire Hathaway has a large and growing position in Chubb, underscoring long‑term institutional confidence in Chubb’s diversified business model and shareholder returns, which can support investor sentiment. Chubb Has Warren Buffett’s Confidence
• Positive Sentiment: Analyst upgrades/target raises: Several brokers raised price targets or maintained buy/outperform views (HSBC to $370, Keefe Bruyette & Woods to $374, Evercore to $349), signaling upside potential from analysts who focus on Chubb’s earnings strength. HSBC target raise Keefe Bruyette & Woods target raise Evercore target raise
• Neutral Sentiment: Analyst conflict / mixed coverage: Several articles note conflicting analyst views on Chubb and other financial names, which can increase short‑term volatility even when fundamentals look solid. Analysts Conflicted on These Financial Names
• Neutral Sentiment: Earnings call tone: Management’s call was upbeat on profits but noted softening market conditions — supportive for medium‑term outlook but a caveat for near‑term margin/volume risk. Earnings Call Highlights
• Negative Sentiment: Price‑target cut from Jefferies: Jefferies trimmed its target to $352 and kept a hold rating, which may have weighed on sentiment for traders focused on near‑term technicals; Piper Sandler’s neutral view (target $328) adds to mixed outlook. Jefferies target cut Piper Sandler neutral

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on CB. UBS Group reiterated a "neutral" rating and set a $340.00 price objective on shares of Chubb in a research note on Monday, February 9th. JPMorgan Chase & Co. increased their price objective on shares of Chubb from $330.00 to $340.00 and gave the stock a "neutral" rating in a research note on Monday, April 20th. Roth Mkm increased their target price on shares of Chubb from $330.00 to $360.00 and gave the stock a "buy" rating in a report on Wednesday, February 4th. Morgan Stanley set a $350.00 target price on shares of Chubb in a report on Friday, January 16th. Finally, Weiss Ratings reissued a "buy (b+)" rating on shares of Chubb in a report on Friday, March 27th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Hold" and a consensus price target of $349.33.

Chubb Stock Down 2.1%

Shares of NYSE CB opened at $326.05 on Friday. The company has a 50 day simple moving average of $329.16 and a 200 day simple moving average of $309.95. The firm has a market cap of $127.23 billion, a PE ratio of 11.51, a price-to-earnings-growth ratio of 1.69 and a beta of 0.49. Chubb Limited has a 1 year low of $264.10 and a 1 year high of $345.67. The company has a debt-to-equity ratio of 0.20, a current ratio of 0.34 and a quick ratio of 0.27.

Chubb (NYSE:CB - Get Free Report) last issued its quarterly earnings data on Tuesday, April 21st. The financial services provider reported $6.82 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $6.58 by $0.24. The business had revenue of $14.93 billion during the quarter, compared to analyst estimates of $13.51 billion. Chubb had a net margin of 18.58% and a return on equity of 14.30%. During the same quarter last year, the business earned $3.68 EPS. On average, research analysts forecast that Chubb Limited will post 26.64 EPS for the current year.

Chubb Dividend Announcement

The company also recently declared 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. The ex-dividend date was Friday, March 13th. This represents a $3.88 annualized dividend and a yield of 1.2%. Chubb's dividend payout ratio (DPR) is presently 13.70%.

Insiders Place Their Bets

In other Chubb news, CEO Evan G. Greenberg sold 15,060 shares of the firm's stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $331.47, for a total transaction of $4,991,938.20. Following the completion of the transaction, the chief executive officer owned 511,576 shares in the company, valued at approximately $169,572,096.72. This trade represents a 2.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Timothy Alan Boroughs sold 27,817 shares of the firm's stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $331.98, for a total transaction of $9,234,687.66. Following the transaction, the executive vice president owned 11,810 shares of the company's stock, valued at approximately $3,920,683.80. The trade was a 70.20% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 44,877 shares of company stock worth $14,885,226. 0.37% of the stock is currently owned by insiders.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.