Concurrent Investment Advisors LLC Grows Stake in Chubb Limited $CB

Key Points

• Concurrent Investment Advisors boosted its stake in Chubb by 184% in Q4, ending the period with 67,846 shares worth about $21.18 million.
• Chubb beat Q1 expectations with EPS of $6.82 vs $6.58 and revenue of $14.93B vs $13.51B, but analysts remain mixed with a consensus "Hold" and an average price target of $348.71.
• Significant insider selling occurred recently—CEO sold 15,060 shares and an EVP sold 27,817 shares, totaling 44,877 shares worth roughly $14.9 million, leaving insiders owning about 0.37% of the company.

Concurrent Investment Advisors LLC increased its stake in Chubb Limited (NYSE:CB - Free Report) by 184.0% 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 67,846 shares of the financial services provider's stock after acquiring an additional 43,959 shares during the period. Concurrent Investment Advisors LLC's holdings in Chubb were worth $21,176,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Spire Wealth Management grew its position in Chubb by 490.5% in 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 boosted its position 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 valued at $31,970,000 after buying an additional 7,043 shares during the period. Pallas Capital Advisors LLC boosted its position 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 valued at $4,446,000 after buying an additional 4,233 shares during the period. Westbourne Investment Advisors Inc. boosted its position 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 valued at $6,275,000 after buying an additional 2,427 shares during the period. Finally, Caprock Group LLC purchased a new position in shares of Chubb during the third quarter valued at approximately $3,123,000. Hedge funds and other institutional investors own 83.81% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the company. Bank of America dropped their target price on Chubb from $286.00 to $271.00 and set an "underperform" rating for the company in a research report on Tuesday, April 14th. HSBC boosted their target price on Chubb from $362.00 to $370.00 and gave the company a "buy" rating in a research report on Thursday. Morgan Stanley set a $350.00 target price on Chubb in a research report on Friday, January 16th. Piper Sandler boosted their target price on Chubb from $319.00 to $328.00 and gave the company a "neutral" rating in a research report on Wednesday. Finally, Evercore boosted their target price on Chubb from $347.00 to $349.00 and gave the company an "outperform" rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Hold" and an average price target of $348.71.

Insider Activity

In other news, CEO Evan G. Greenberg sold 15,060 shares of Chubb 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 sale, the chief executive officer owned 511,576 shares of the company's stock, valued at approximately $169,572,096.72. The trade was a 2.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Timothy Alan Boroughs sold 27,817 shares of Chubb stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $331.98, for a total transaction of $9,234,687.66. Following the sale, the executive vice president directly owned 11,810 shares of the company's stock, valued at $3,920,683.80. This represents a 70.20% 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 0.37% of the company's stock.

Chubb Stock Performance

Chubb stock opened at $326.05 on Friday. The company has a 50 day moving average price of $329.16 and a 200-day moving average price of $309.81. 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 Limited has a fifty-two week low of $264.10 and a fifty-two week high of $345.67. The company has a market capitalization of $127.23 billion, a PE ratio of 11.51, a P/E/G ratio of 1.69 and a beta of 0.49.

Chubb (NYSE:CB - Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The financial services provider reported $6.82 earnings per share for the quarter, beating the consensus estimate of $6.58 by $0.24. Chubb had a net margin of 18.58% and a return on equity of 14.30%. The firm had revenue of $14.93 billion during the quarter, compared to the consensus estimate of $13.51 billion. During the same quarter in the previous year, the firm posted $3.68 earnings per share. As a group, equities analysts forecast that Chubb Limited will post 26.64 earnings per share for the current year.

Chubb Dividend Announcement

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

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

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.

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