Vavra Capital Management LLC Acquires New Stake in Chubb Limited $CB

Key Points

• Vavra Capital bought a new position of 5,701 Chubb shares in Q4 valued at about $1.78 million, representing roughly 1.7% of its portfolio and making CB its 11th largest holding.
• Insiders have been net sellers: 44,877 shares (~$14.9 million) were sold in the past 90 days, including EVP Timothy Boroughs (27,817 shares, ~$9.23M) and CEO Evan Greenberg (15,060 shares, ~$4.99M), leaving insiders with 0.77% ownership.
• Analyst sentiment and results are broadly supportive—Goldman Sachs raised its target to $372 and Zacks lifted EPS forecasts—while Chubb beat Q4 EPS estimates ($7.52 vs. $6.33); consensus rating is "Hold" with a $345.33 price target.

Vavra Capital Management LLC bought a new position in shares of Chubb Limited (NYSE:CB - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 5,701 shares of the financial services provider's stock, valued at approximately $1,779,000. Chubb comprises approximately 1.7% of Vavra Capital Management LLC's investment portfolio, making the stock its 11th largest holding.

A number of other institutional investors have also recently made changes to their positions in the stock. Harbor Capital Advisors Inc. lifted its stake in shares of Chubb by 93.6% in the third quarter. Harbor Capital Advisors Inc. now owns 91 shares of the financial services provider's stock worth $26,000 after acquiring an additional 44 shares during the period. Cedar Mountain Advisors LLC raised its holdings in Chubb by 155.6% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider's stock worth $26,000 after purchasing an additional 56 shares during the last quarter. KERR FINANCIAL PLANNING Corp acquired a new position in shares of Chubb in the 3rd quarter worth approximately $31,000. Cornerstone Planning Group LLC lifted its position in shares of Chubb by 81.5% in the 3rd quarter. Cornerstone Planning Group LLC now owns 118 shares of the financial services provider's stock worth $33,000 after purchasing an additional 53 shares during the period. Finally, Heartwood Wealth Advisors LLC bought a new stake in shares of Chubb in the 3rd quarter valued at $34,000. Institutional investors own 83.81% of the company's stock.

Insiders Place Their Bets

In other news, EVP Timothy Alan Boroughs sold 27,817 shares of the firm's stock in a transaction that occurred on 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 transaction, the executive vice president owned 11,810 shares in the company, valued at $3,920,683.80. This trade represents a 70.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Evan G. Greenberg sold 15,060 shares of the firm's stock in a transaction dated 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 transaction, the chief executive officer directly owned 511,576 shares in the company, valued at $169,572,096.72. The trade was a 2.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 44,877 shares of company stock valued at $14,885,226. Corporate insiders own 0.77% of the company's stock.

Key Stories Impacting Chubb

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Goldman Sachs raised its price target to $372 and kept a Buy rating, signalling meaningful upside from current levels and likely supporting buying interest. Goldman Sachs Price Target
• Positive Sentiment: Zacks Research has once again raised EPS forecasts across multiple periods (Q4 2026/Q4 2027, FY2026–FY2028), including a FY2028 lift to $27.32, indicating improving analyst expectations for Chubb's earnings trajectory. Upward revisions typically support higher valuations. Zacks Research Coverage
• Positive Sentiment: Broker research coverage from Barclays and Jefferies (and recent price-target raises reported by market outlets) point to continued analyst bullishness and potential for re-rating if results and underwriting trends hold. Barclays Forecast
• Positive Sentiment: Positive press pieces highlighting Chubb as an attractive dividend/valuation play can draw income investors and support demand for the stock. Dividend Stock Article
• Neutral Sentiment: Management update — Chubb named Kevin Rampe as Global Head of Claims. This is an operational leadership change that matters for claims execution and reserving discipline but is not an immediate earnings shock. Kevin Rampe Appointment
• Neutral Sentiment: Comparative analyses and surveys (e.g., vs. American Integrity Insurance) provide context but are largely informational rather than drivers of near-term share moves. Comparative Survey
• Negative Sentiment: Wells Fargo slightly lowered its price target to $321 and maintained an Equal Weight rating, representing a modest downside view versus recent quotes; this acts as a counterweight to the bullishish analyst activity. Wells Fargo Adjustment

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on CB shares. JPMorgan Chase & Co. lifted their target price on shares of Chubb from $327.00 to $330.00 and gave the stock a "neutral" rating in a research note on Wednesday, February 4th. Citizens Jmp reaffirmed a "market outperform" rating and set a $350.00 price target on shares of Chubb in a research report on Wednesday, February 4th. Wolfe Research increased their price target on Chubb from $372.00 to $373.00 and gave the stock an "outperform" rating in a report on Monday. Weiss Ratings reissued a "buy (b+)" rating on shares of Chubb in a research note on Friday, March 27th. Finally, Wells Fargo & Company cut their target price on Chubb from $322.00 to $321.00 and set an "equal weight" rating on the stock in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Chubb currently has a consensus rating of "Hold" and a consensus price target of $345.33.

Chubb Price Performance

CB stock opened at $333.11 on Friday. 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 company's 50-day moving average is $328.18 and its 200-day moving average is $306.11. The stock has a market capitalization of $129.99 billion, a PE ratio of 12.95, a price-to-earnings-growth ratio of 1.77 and a beta of 0.49. Chubb Limited has a 1 year low of $264.10 and a 1 year high of $345.67.

Chubb (NYSE:CB - Get Free Report) last posted its quarterly earnings results on Tuesday, February 3rd. The financial services provider reported $7.52 earnings per share for the quarter, topping analysts' consensus estimates of $6.33 by $1.19. Chubb had a return on equity of 13.15% and a net margin of 17.36%.The business had revenue of $2.08 billion for the quarter, compared to the consensus estimate of $11.11 billion. During the same period in the prior year, the business earned $6.02 EPS. The firm's revenue for the quarter was up 8.9% on a year-over-year basis. Equities research analysts expect that Chubb Limited will post 21.52 EPS for the current fiscal year.

Chubb Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, April 6th. Shareholders of record on Friday, March 13th were paid a dividend of $0.97 per share. This represents a $3.88 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Friday, March 13th. Chubb's payout ratio is 15.08%.

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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