Chubb Limited $CB Shares Bought by Assetmark Inc.

Key Points

• Assetmark Inc. raised its stake in Chubb by 4.3% in Q4 and now owns 96,071 shares valued at about $29.99 million.
• Analyst views are mixed: MarketBeat shows a consensus "Hold" with an average price target of $345.86, while Bank of America cut to $271/“underperform” and other firms have raised targets.
• Chubb beat EPS expectations (reported $7.52 vs. $6.33), pays a quarterly dividend of $0.97 (annualized $3.88, ~1.2% yield), and insiders sold roughly $14.9 million of stock in the last quarter.

Assetmark Inc. raised its position in Chubb Limited (NYSE:CB - Free Report) by 4.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 96,071 shares of the financial services provider's stock after acquiring an additional 3,955 shares during the period. Assetmark Inc.'s holdings in Chubb were worth $29,986,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Harbor Capital Advisors Inc. boosted its stake in Chubb by 93.6% in the third quarter. Harbor Capital Advisors Inc. now owns 91 shares of the financial services provider's stock valued at $26,000 after acquiring an additional 44 shares in the last quarter. Cedar Mountain Advisors LLC raised its holdings in shares of Chubb by 155.6% in the third quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider's stock worth $26,000 after buying an additional 56 shares during the last quarter. KERR FINANCIAL PLANNING Corp purchased a new position in shares of Chubb in the third quarter worth $31,000. Cornerstone Planning Group LLC raised its holdings in shares of Chubb by 81.5% in the third quarter. Cornerstone Planning Group LLC now owns 118 shares of the financial services provider's stock worth $33,000 after buying an additional 53 shares during the last quarter. Finally, Heartwood Wealth Advisors LLC purchased a new position in shares of Chubb in the third quarter worth $34,000. 83.81% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms have issued reports on CB. Bank of America decreased their price target on shares of Chubb from $286.00 to $271.00 and set an "underperform" rating for the company in a report on Tuesday. Barclays raised their price target on shares of Chubb from $339.00 to $374.00 and gave the stock an "equal weight" rating in a report on Tuesday, April 7th. Deutsche Bank Aktiengesellschaft raised their price target on shares of Chubb from $304.00 to $330.00 and gave the stock a "hold" rating in a report on Monday, March 23rd. JPMorgan Chase & Co. raised their price target on shares of Chubb from $327.00 to $330.00 and gave the stock a "neutral" rating in a report on Wednesday, February 4th. Finally, Piper Sandler raised their price target on shares of Chubb from $283.00 to $319.00 and gave the stock a "neutral" rating in a report on Wednesday, February 4th. One investment 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 MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus price target of $345.86.

Key Chubb News

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks highlights that Chubb appears positioned to beat upcoming earnings expectations — a potential catalyst that can support the stock if results deliver. Chubb (CB) Earnings Expected to Grow: Should You Buy?
• Neutral Sentiment: Globe and Mail roundup provides analyst commentary on financial names including Chubb, offering broader sector context but no firm-moving proprietary call. Analysts Offer Insights on Financial Companies: Chubb (CB) and Goldman Sachs Group (GS)
• Neutral Sentiment: Mizuho trimmed its price target slightly to $335 and kept a Neutral rating — a marginal change that is unlikely to shift consensus materially. Mizuho Adjusts Price Target on Chubb to $335
• Neutral Sentiment: AmericanBankingNews notes Chubb is scheduled to report upcoming earnings — a reminder that results (and guidance) are the primary near-term driver. Chubb (CB) Projected to Post Earnings on Tuesday
• Negative Sentiment: Bank of America cut its price target to $271 and moved to an “underperform” rating — a meaningful bearish signal that implies notable downside versus current levels and can pressure sentiment and flows. BofA Cuts Chubb (CB) Target, Adjusts View on U.S. Insurance Sector
• Negative Sentiment: Market commentary flagged a recent intraday slide in Chubb shares as broader market moved higher — showing that short-term weakness has appeared amid mixed headlines. Chubb (CB) Stock Slides as Market Rises: Facts to Know Before You Trade

Chubb Trading Up 0.6%

Shares of Chubb stock opened at $327.63 on Thursday. The company has a debt-to-equity ratio of 0.20, a current ratio of 0.27 and a quick ratio of 0.27. The firm has a fifty day moving average price of $329.14 and a 200 day moving average price of $307.73. Chubb Limited has a 1 year low of $264.10 and a 1 year high of $345.67. The stock has a market cap of $127.85 billion, a PE ratio of 12.73, a price-to-earnings-growth ratio of 1.73 and a beta of 0.49.

Chubb (NYSE:CB - Get Free Report) last issued its earnings results on Tuesday, February 3rd. The financial services provider reported $7.52 earnings per share (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 firm had revenue of $2.08 billion during the quarter, compared to analysts' expectations of $11.11 billion. During the same quarter last year, the company posted $6.02 earnings per share. The firm's revenue was up 8.9% compared to the same quarter last year. Equities research analysts predict that Chubb Limited will post 21.52 earnings per share for the current year.

Chubb Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, April 6th. Shareholders of record on Friday, March 13th were issued a $0.97 dividend. 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 payout ratio is presently 15.08%.

Insider Buying and Selling at Chubb

In other Chubb news, EVP Timothy Alan Boroughs sold 27,817 shares of Chubb stock in a transaction on Friday, February 6th. The shares were sold at an average price of $331.98, for a total value of $9,234,687.66. Following the completion of 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Evan G. Greenberg sold 15,060 shares of the business's 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 represents a 2.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 44,877 shares of company stock valued at $14,885,226. Corporate insiders own 0.77% of the company's stock.

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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