AGF Management Ltd. Sells 6,644 Shares of Chubb Limited $CB

AGF Management Ltd. cut its holdings in Chubb Limited (NYSE:CB) by 2.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 306,311 shares of the financial services provider’s stock after selling 6,644 shares during the period. AGF Management Ltd.’s holdings in Chubb were worth $86,456,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Brighton Jones LLC raised its stake in shares of Chubb by 12.8% in the 4th quarter. Brighton Jones LLC now owns 1,945 shares of the financial services provider’s stock valued at $537,000 after acquiring an additional 221 shares in the last quarter. Revolve Wealth Partners LLC acquired a new stake in shares of Chubb in the fourth quarter worth $205,000. Woodline Partners LP boosted its holdings in shares of Chubb by 13.0% during the 1st quarter. Woodline Partners LP now owns 12,599 shares of the financial services provider’s stock worth $3,805,000 after buying an additional 1,449 shares during the period. Sivia Capital Partners LLC raised its holdings in Chubb by 14.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,392 shares of the financial services provider’s stock worth $403,000 after acquiring an additional 175 shares during the period. Finally, Pure Financial Advisors LLC bought a new stake in Chubb during the second quarter valued at about $281,000. Institutional investors and hedge funds own 83.81% of the company’s stock.

Key Stories Impacting Chubb

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks raised its FY2026 and Q4 2026/Q4 2027 EPS outlooks (FY2026 to $25.71; Q4 2026 to $7.07; Q4 2027 to $7.60), signaling better-than-expected earnings power and supporting valuation.
• Positive Sentiment: Zacks says Chubb is likely to deliver a Q4 earnings beat driven by premium growth, investment income and strong retention — a direct earnings catalyst traders watch into reporting. Is a Beat in Store for Chubb Limited This Earnings Season?
• Positive Sentiment: Zacks includes Chubb among insurers poised to outperform estimates thanks to solid retention, pricing discipline and exposure growth — a favorable sector view that can lift investor appetite. 4 Insurers Poised to Outperform Estimates This Earnings Season
• Positive Sentiment: Coverage pieces highlight Chubb as a value/defensive insurance name and note recent analyst upgrades that underscore its appeal to cautious, long-term investors — supportive for multiple investor types. How Analyst Upgrades Highlight Chubb’s (CB) Discipline and Appeal to Long-Term, Cautious Investors
• Neutral Sentiment: A Seeking Alpha comparison piece examines Allstate vs. Chubb (stability vs. turnaround) — useful context for investors weighing relative risk/return but not an immediate earnings catalyst. Allstate Vs. Chubb: Paying For Stability Or Buying The Turnaround
• Negative Sentiment: Zacks trimmed several near-term quarterly EPS forecasts (Q1 2026 to $6.40 from $6.45; Q2 2026 to $6.39 from $6.43; Q1 2027 to $6.08 from $6.14; Q2 2027 to $7.39 from $7.43). These small downgrades reflect modest near-term headwinds and could cap upside if the company misses seasonal drivers.

Insider Buying and Selling at Chubb

In other Chubb news, EVP Joseph F. Wayland sold 5,830 shares of the company’s stock in a transaction that occurred on Thursday, November 13th. The stock was sold at an average price of $297.08, for a total transaction of $1,731,976.40. Following the completion of the transaction, the executive vice president owned 60,593 shares of the company’s stock, valued at $18,000,968.44. This represents a 8.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider John J. Lupica sold 16,375 shares of the stock in a transaction on Friday, November 14th. The stock was sold at an average price of $296.45, for a total transaction of $4,854,368.75. Following the transaction, the insider owned 74,225 shares of the company’s stock, valued at $22,004,001.25. The trade was a 18.07% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 33,635 shares of company stock worth $9,970,735. Corporate insiders own 0.77% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on CB shares. BMO Capital Markets reiterated a “market perform” rating and issued a $283.00 price objective on shares of Chubb in a research note on Thursday, October 23rd. Mizuho set a $317.00 price target on Chubb in a research report on Wednesday, January 14th. JMP Securities reissued a “market outperform” rating and issued a $325.00 price objective on shares of Chubb in a research report on Wednesday, October 22nd. Wells Fargo & Company lifted their price objective on Chubb from $293.00 to $305.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 13th. Finally, Cantor Fitzgerald lifted their price objective on Chubb from $300.00 to $309.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. Two investment analysts have 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. According to data from MarketBeat.com, Chubb presently has an average rating of “Moderate Buy” and a consensus target price of $324.00.

Chubb Stock Up 1.0%

Shares of Chubb stock opened at $309.38 on Monday. The business has a 50-day moving average of $304.79 and a two-hundred day moving average of $287.57. Chubb Limited has a 1 year low of $263.14 and a 1 year high of $316.94. 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 has a market capitalization of $121.76 billion, a P/E ratio of 12.91, a price-to-earnings-growth ratio of 1.99 and a beta of 0.51.

Chubb Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, January 2nd. Stockholders of record on Friday, December 12th were issued a $0.97 dividend. This represents a $3.88 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Friday, December 12th. Chubb’s payout ratio is 16.19%.

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.