Chubb Limited $CB Position Boosted by Generali Asset Management SPA SGR

Key Points

• Generali Asset Management boosted its stake in Chubb by 21.7% in Q4, buying an additional 5,582 shares to hold 31,354 shares valued at about $9.79 million.
• Berkshire Hathaway remains a dominant holder with 31,332,895 shares worth roughly $8.84 billion, and institutional investors collectively own about 83.81% of the company.
• Chubb trades with a market cap of about $124.6 billion and a PE of 11.34, reported $6.82 EPS last quarter, pays a $0.97 quarterly dividend (annualized $3.88, 1.2% yield and a 29‑year increase streak), and carries a consensus analyst rating of Moderate Buy with a $349.33 target.

Generali Asset Management SPA SGR increased its holdings in Chubb Limited (NYSE:CB - Free Report) by 21.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 31,354 shares of the financial services provider's stock after buying an additional 5,582 shares during the quarter. Generali Asset Management SPA SGR's holdings in Chubb were worth $9,786,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Berkshire Hathaway Inc grew its holdings 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 buying an additional 4,299,111 shares in the last quarter. State Street Corp grew its holdings in Chubb by 0.4% in the 3rd quarter. State Street Corp now owns 17,045,793 shares of the financial services provider's stock worth $4,827,852,000 after buying an additional 68,553 shares in the last quarter. Ameriprise Financial Inc. grew its holdings in Chubb by 9.2% in the 3rd quarter. Ameriprise Financial Inc. now owns 5,053,497 shares of the financial services provider's stock worth $1,426,475,000 after buying an additional 427,512 shares in the last quarter. Bank of America Corp DE grew its holdings 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 buying an additional 513,852 shares in the last quarter. Finally, AQR Capital Management LLC grew its holdings 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 buying an additional 1,199,963 shares in the last quarter. 83.81% of the stock is owned by institutional investors.

Chubb News Roundup

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

Chubb Price Performance

Shares of NYSE:CB opened at $321.22 on Friday. Chubb Limited has a one year low of $264.10 and a one year high of $345.67. The stock has a fifty day moving average of $328.31 and a 200-day moving average of $312.40. 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 - Get Free Report) last announced its quarterly earnings data on Tuesday, March 31st. The financial services provider reported $6.82 EPS for the quarter. Chubb had a return on equity of 14.30% and a net margin of 18.58%.The company had revenue of $14.93 billion during the quarter. As a group, equities analysts anticipate that Chubb Limited will post 26.78 EPS for the current fiscal year.

Chubb Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, April 6th. Stockholders of record on Friday, March 13th were given a dividend of $0.97 per share. This represents a $3.88 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Friday, March 13th. Chubb's dividend payout ratio is 13.70%.

Insider Activity at Chubb

In other news, Director Olivier Steimer sold 2,000 shares of the stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $329.30, for a total transaction of $658,600.00. Following the completion of the sale, the director owned 25,468 shares in the company, valued at approximately $8,386,612.40. This represents a 7.28% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.37% of the company's stock.

Analyst Ratings Changes

A number of equities analysts recently issued reports on CB shares. BMO Capital Markets increased 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. The Goldman Sachs Group increased 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. Piper Sandler increased their price objective on Chubb from $319.00 to $328.00 and gave the stock a "neutral" rating in a report on Wednesday, April 22nd. Roth Mkm upped their target price on Chubb from $330.00 to $360.00 and gave the stock a "buy" rating in a research report on Wednesday, February 4th. Finally, Weiss Ratings upgraded Chubb from a "buy (b+)" rating to a "buy (a-)" rating in a research report on Monday, April 27th. Two investment 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. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $349.33.

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.

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