D.A. Davidson & CO. Has $113.28 Million Stock Holdings in Chubb Limited $CB

Key Points

• D.A. Davidson increased its stake in Chubb by 1.6% to 362,921 shares—worth about $113.28 million and representing roughly 0.09% of the company at quarter end.
• Chubb beat Q1 expectations, reporting $6.82 EPS vs. $6.58 expected and $14.93 billion in revenue vs. $13.51 billion expected, prompting several analyst price‑target raises though the consensus rating remains a "Hold" with an average target of $349.33.
• Insiders sold a total of 44,877 shares worth about $14.9 million in the last 90 days (insiders own 0.37%), while institutional investors hold about 83.81% of the stock—signaling high institutional confidence amid some insider profit‑taking.

D.A. Davidson & CO. raised its stake in Chubb Limited (NYSE:CB - Free Report) by 1.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 362,921 shares of the financial services provider's stock after acquiring an additional 5,877 shares during the period. D.A. Davidson & CO. owned approximately 0.09% of Chubb worth $113,275,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in CB. Harbor Capital Advisors Inc. raised its holdings in Chubb by 93.6% in the 3rd 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 Chubb by 155.6% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider's stock valued at $26,000 after acquiring an additional 56 shares in the last quarter. KERR FINANCIAL PLANNING Corp acquired a new position in Chubb in the 3rd quarter valued at $31,000. Cornerstone Planning Group LLC raised its holdings in Chubb by 81.5% in the 3rd quarter. Cornerstone Planning Group LLC now owns 118 shares of the financial services provider's stock valued at $33,000 after acquiring an additional 53 shares in the last quarter. Finally, Financial Consulate Inc. acquired a new position in Chubb in the 3rd quarter valued at $37,000. 83.81% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Chubb news, Director Olivier Steimer sold 2,000 shares of the company's 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 completion of the transaction, the director owned 25,468 shares of the company's stock, valued at $8,386,612.40. This represents a 7.28% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Timothy Alan Boroughs sold 27,817 shares of the company's stock in a transaction dated Friday, February 6th. The stock was 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 directly 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 44,877 shares of company stock valued at $14,885,226 in the last 90 days. Corporate insiders own 0.37% of the company's stock.

Chubb News Roundup

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 Price Performance

Chubb stock opened at $326.05 on Monday. 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 52 week low of $264.10 and a 52 week high of $345.67. The stock has a market capitalization of $127.23 billion, a P/E ratio of 11.51, a price-to-earnings-growth ratio of 1.68 and a beta of 0.49. The stock has a fifty day moving average of $329.16 and a 200-day moving average of $310.11.

Chubb (NYSE:CB - Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The financial services provider reported $6.82 EPS for the quarter, topping analysts' consensus estimates 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 during the quarter, compared to analysts' expectations of $13.51 billion. During the same quarter in the previous year, the firm earned $3.68 EPS. On average, sell-side analysts expect that Chubb Limited will post 26.65 earnings per share for the current fiscal year.

Chubb Announces Dividend

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

Analyst Upgrades and Downgrades

CB has been the subject of several analyst reports. Roth Mkm lifted their price objective on Chubb from $330.00 to $360.00 and gave the company a "buy" rating in a report on Wednesday, February 4th. Citigroup lifted their price objective on Chubb from $335.00 to $385.00 and gave the company a "buy" rating in a report on Monday, February 9th. Wells Fargo & Company boosted their price target on Chubb from $321.00 to $333.00 and gave the stock an "equal weight" rating in a report on Thursday. BMO Capital Markets boosted their price target on Chubb from $326.00 to $339.00 and gave the stock a "market perform" rating in a report on Friday. Finally, Evercore boosted their price target on Chubb from $347.00 to $349.00 and gave the stock an "outperform" rating in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and an average price target 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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