Paladin Advisory Group LLC Cuts Stock Holdings in Chubb Limited $CB

Paladin Advisory Group LLC reduced its position in Chubb Limited (NYSE:CB) by 79.2% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,127 shares of the financial services provider’s stock after selling 4,304 shares during the quarter. Paladin Advisory Group LLC’s holdings in Chubb were worth $318,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in shares of Chubb by 12.8% during the 4th quarter. Brighton Jones LLC now owns 1,945 shares of the financial services provider’s stock worth $537,000 after acquiring an additional 221 shares in the last quarter. Revolve Wealth Partners LLC purchased a new position in shares of Chubb in the 4th quarter valued at about $205,000. Woodline Partners LP raised its holdings in Chubb by 13.0% in the 1st quarter. Woodline Partners LP now owns 12,599 shares of the financial services provider’s stock worth $3,805,000 after purchasing an additional 1,449 shares during the period. Sivia Capital Partners LLC boosted its position in Chubb by 14.4% during the second quarter. Sivia Capital Partners LLC now owns 1,392 shares of the financial services provider’s stock worth $403,000 after purchasing an additional 175 shares in the last quarter. Finally, Sax Wealth Advisors LLC grew its holdings in Chubb by 74.9% in the second quarter. Sax Wealth Advisors LLC now owns 1,179 shares of the financial services provider’s stock valued at $342,000 after purchasing an additional 505 shares during the period. Institutional investors and hedge funds own 83.81% of the company’s stock.

Chubb News Summary

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Q4 results: Chubb reported stronger-than-expected Q4 profit (about $3.2B), beat on EPS, showed revenue growth, a record-low combined ratio and benefited from higher investment returns and lower catastrophe losses — the core operational beat is the primary driver of the stock’s strength. Chubb profit grows to $3.2bn in Q4 2025
• Positive Sentiment: Bullish analyst moves: Several firms raised targets, including Wolfe Research (to $372) and HSBC (to $357), reflecting meaningful upside and reinforcing investor confidence after the quarter. Wolfe Research raises target
• Positive Sentiment: Momentum/market reaction: Shares hit new highs and extended a multi-day winning streak following the earnings release, showing strong market endorsement of the results. Chubb stock hits record high
• Neutral Sentiment: Mixed analyst actions: Several firms raised price targets but kept neutral/hold ratings (Mizuho to $336, Jefferies to $333, Piper Sandler to $319, Wells Fargo to $322), signaling cautious upside expectations despite the beat. Mizuho target raise
• Neutral Sentiment: Partnerships/operational items: Chubb named Arctic Wolf a preferred MDR provider — a strategic cybersecurity move that may modestly reduce cyber risk exposure but is unlikely to materially change near-term financials. Arctic Wolf partnership
• Negative Sentiment: Upside may be capped: despite strong results, several analysts retained conservative ratings/targets near or below the current share price — that mixed guidance could limit further near-term appreciation absent continued margin or reserve improvements. Jefferies hold/target note

Insider Activity

In related news, insider John J. Lupica sold 16,375 shares of the company’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $296.45, for a total value of $4,854,368.75. Following the transaction, the insider directly owned 74,225 shares in the company, valued at approximately $22,004,001.25. This represents a 18.07% 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 Joseph F. Wayland sold 5,830 shares of the stock in a transaction that occurred on Thursday, November 13th. The stock was sold at an average price of $297.08, for a total value 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. The trade was a 8.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 33,635 shares of company stock valued at $9,970,735. 0.77% of the stock is currently owned by company insiders.

Chubb Stock Up 0.0%

Shares of CB opened at $331.42 on Friday. Chubb Limited has a 52-week low of $263.14 and a 52-week high of $335.34. The company has a quick ratio of 0.27, a current ratio of 0.24 and a debt-to-equity ratio of 0.20. The stock has a fifty day simple moving average of $307.40 and a two-hundred day simple moving average of $289.09. The company has a market capitalization of $130.43 billion, a PE ratio of 12.88, a price-to-earnings-growth ratio of 2.13 and a beta of 0.49.

Chubb (NYSE:CB) last announced its quarterly earnings data on Tuesday, February 3rd. The financial services provider reported $7.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $11.11 billion. During the same quarter in the prior year, the firm posted $6.02 earnings per share. Chubb’s quarterly revenue was up 8.9% on a year-over-year basis. As a group, equities analysts forecast that Chubb Limited will post 21.52 EPS for the current year.

Chubb Announces Dividend

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 dividend of $0.97 per share. The ex-dividend date was Friday, December 12th. This represents a $3.88 dividend on an annualized basis and a dividend yield of 1.2%. Chubb’s dividend payout ratio (DPR) is currently 15.08%.

Analyst Ratings Changes

Several brokerages have recently weighed in on CB. Wolfe Research upped their target price on Chubb from $364.00 to $372.00 and gave the stock an “outperform” rating in a research note on Thursday. UBS Group upped their price objective on shares of Chubb from $292.00 to $298.00 and gave the stock a “neutral” rating in a research report on Monday, October 27th. HSBC increased their price objective on shares of Chubb from $354.00 to $357.00 and gave the company a “buy” rating in a report on Thursday. Weiss Ratings reissued a “buy (b+)” rating on shares of Chubb in a research note on Monday, December 29th. Finally, Jefferies Financial Group raised their price target on shares of Chubb from $326.00 to $333.00 and gave the company a “hold” rating in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $330.90.

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.