Chubb Limited $CB Position Lessened by Cornerstone Investment Partners LLC

Key Points

• Cornerstone Investment Partners LLC trimmed its stake in Chubb by 11.9% in Q4, selling 32,529 shares and now holding 241,557 shares worth about $75.4 million (≈0.06% of Chubb), which represents 2.9% of Cornerstone’s portfolio and is its 16th-largest holding.
• Insider selling accelerated: CEO Evan G. Greenberg sold 15,060 shares for roughly $4.99 million (a 2.86% cut to his ownership) and Director Olivier Steimer sold 2,000 shares, with insiders disposing of 44,877 shares totaling about $14.9 million over the past three months.
• Operational/analyst update: Chubb beat Q1 expectations (EPS $6.82 vs. $6.58; revenue $14.93B vs. $13.51B), prompting several price-target raises (e.g., Citi to $385, HSBC to $370), though the consensus rating remains a "Hold" with an average target of $349.33.

Cornerstone Investment Partners LLC trimmed its position in shares of Chubb Limited (NYSE:CB - Free Report) by 11.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 241,557 shares of the financial services provider's stock after selling 32,529 shares during the period. Chubb comprises approximately 2.9% of Cornerstone Investment Partners LLC's portfolio, making the stock its 16th biggest holding. Cornerstone Investment Partners LLC owned about 0.06% of Chubb worth $75,395,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Spire Wealth Management raised its holdings in shares of Chubb by 490.5% during the fourth quarter. Spire Wealth Management now owns 8,615 shares of the financial services provider's stock worth $2,689,000 after acquiring an additional 7,156 shares in the last quarter. Chesley Taft & Associates LLC raised its holdings in shares of Chubb by 7.4% during the fourth quarter. Chesley Taft & Associates LLC now owns 102,427 shares of the financial services provider's stock worth $31,970,000 after acquiring an additional 7,043 shares in the last quarter. Pallas Capital Advisors LLC raised its holdings in shares of Chubb by 42.3% during the fourth quarter. Pallas Capital Advisors LLC now owns 14,243 shares of the financial services provider's stock worth $4,446,000 after acquiring an additional 4,233 shares in the last quarter. Westbourne Investment Advisors Inc. raised its holdings in shares of Chubb by 12.3% during the third quarter. Westbourne Investment Advisors Inc. now owns 22,233 shares of the financial services provider's stock worth $6,275,000 after acquiring an additional 2,427 shares in the last quarter. Finally, Caprock Group LLC purchased a new stake in shares of Chubb during the third quarter worth $3,123,000. 83.81% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Evan G. Greenberg sold 15,060 shares of Chubb stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $331.47, for a total transaction of $4,991,938.20. Following the sale, the chief executive officer directly owned 511,576 shares of the company's stock, valued at $169,572,096.72. This trade represents a 2.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Olivier Steimer sold 2,000 shares of Chubb stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $329.30, for a total value of $658,600.00. Following the sale, the director directly owned 25,468 shares in the company, valued at approximately $8,386,612.40. This trade represents a 7.28% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 44,877 shares of company stock valued at $14,885,226 over the last three months. 0.37% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on CB shares. Roth Mkm raised their target price on Chubb from $330.00 to $360.00 and gave the company a "buy" rating in a report on Wednesday, February 4th. UBS Group restated a "neutral" rating and set a $340.00 target price on shares of Chubb in a report on Monday, February 9th. Citizens Jmp raised their target price on Chubb from $350.00 to $365.00 and gave the company a "market outperform" rating in a report on Wednesday, April 22nd. Citigroup raised their target price on Chubb from $335.00 to $385.00 and gave the company a "buy" rating in a report on Monday, February 9th. Finally, HSBC raised their target price on Chubb from $362.00 to $370.00 and gave the company a "buy" rating in a report on Thursday. One equities 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 issued a Sell rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Hold" and a consensus price target of $349.33.

Chubb Trading Down 0.0%

Shares of NYSE:CB opened at $326.05 on Monday. The company has a market cap of $127.23 billion, a P/E ratio of 11.51, a P/E/G ratio of 1.68 and a beta of 0.49. The stock's 50-day moving average is $329.16 and its 200-day moving average is $310.11. Chubb Limited has a 52-week low of $264.10 and a 52-week high of $345.67. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.27 and a current ratio of 0.34.

Chubb (NYSE:CB - Get Free Report) last issued its quarterly earnings results on Tuesday, April 21st. The financial services provider reported $6.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.58 by $0.24. Chubb had a return on equity of 14.30% and a net margin of 18.58%.The company had revenue of $14.93 billion for the quarter, compared to the consensus estimate of $13.51 billion. During the same period last year, the business posted $3.68 earnings per share. Equities research analysts predict that Chubb Limited will post 26.65 earnings per share for the current year.

Chubb Announces Dividend

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

Key Stories Impacting Chubb

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

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.

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