Sunesis Advisors LLC Invests $701,000 in Chubb Limited $CB

Sunesis Advisors LLC purchased a new stake in Chubb Limited (NYSE:CB) in the third quarter, Holdings Channel reports. The firm purchased 2,483 shares of the financial services provider’s stock, valued at approximately $701,000.

Several other large investors have also recently added to or reduced their stakes in CB. Harbor Capital Advisors Inc. lifted its position in shares of Chubb by 93.6% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 91 shares of the financial services provider’s stock worth $26,000 after buying an additional 44 shares during the last quarter. Cedar Mountain Advisors LLC raised its stake in Chubb by 155.6% during the third quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider’s stock worth $26,000 after acquiring an additional 56 shares during the period. VSM Wealth Advisory LLC bought a new position in Chubb in the second quarter worth about $32,000. Cornerstone Planning Group LLC boosted its stake in Chubb by 81.5% in the third 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 during the period. Finally, Heartwood Wealth Advisors LLC bought a new position in shares of Chubb during the third quarter valued at approximately $34,000. 83.81% of the stock is currently owned by institutional investors.

Key Chubb News

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

Analyst Ratings Changes

A number of brokerages have recently weighed in on CB. Bank of America dropped their price target on Chubb from $279.00 to $259.00 and set an “underperform” rating on the stock in a research report on Friday, January 16th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $350.00 target price on shares of Chubb in a research report on Wednesday, February 4th. JMP Securities reissued a “market outperform” rating and set a $325.00 price target on shares of Chubb in a report on Wednesday, October 22nd. Jefferies Financial Group increased their price objective on shares of Chubb from $326.00 to $333.00 and gave the stock a “hold” rating in a report on Thursday. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $366.00 target price on shares of Chubb in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Chubb currently has a consensus rating of “Hold” and an average price target of $331.76.

Chubb Stock Performance

Shares of CB opened at $331.42 on Monday. The firm has a market capitalization of $130.43 billion, a PE ratio of 12.88, a P/E/G ratio of 2.12 and a beta of 0.49. 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 firm has a 50-day moving average price of $307.40 and a 200 day moving average price of $289.30. Chubb Limited has a 52-week low of $263.14 and a 52-week high of $335.34.

Chubb (NYSE:CB) last issued 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. The company had revenue of $2.08 billion during the quarter, compared to analyst estimates of $11.11 billion. Chubb had a net margin of 17.36% and a return on equity of 13.15%. The business’s revenue for the quarter was up 8.9% compared to the same quarter last year. During the same period in the prior year, the business posted $6.02 EPS. On average, sell-side analysts anticipate that Chubb Limited will post 21.52 earnings per share for the current fiscal year.

Chubb Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, January 2nd. Shareholders of record on Friday, December 12th were given a $0.97 dividend. This represents a $3.88 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Friday, December 12th. Chubb’s dividend payout ratio is 15.08%.

Insider Buying and Selling at Chubb

In other news, EVP Joseph F. Wayland sold 5,830 shares of Chubb stock in a transaction 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 transaction, the executive vice president directly owned 60,593 shares in the company, valued at approximately $18,000,968.44. This trade represents a 8.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Timothy Alan Boroughs sold 10,580 shares of the business’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $296.17, for a total value of $3,133,478.60. Following the completion of the sale, the executive vice president directly owned 12,660 shares in the company, valued at $3,749,512.20. This represents a 45.52% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 33,635 shares of company stock valued at $9,970,735. 0.86% of the stock is owned by corporate insiders.

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.