Chubb Limited (NYSE:CB) Stake Boosted by FWL Investment Management LLC

08 May 2025, 11:18 by Doug Wharley · The Cerbat Gem

FWL Investment Management LLC raised its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 5.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,718 shares of the financial services provider’s stock after purchasing an additional 343 shares during the period. FWL Investment Management LLC’s holdings in Chubb were worth $1,856,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Rede Wealth LLC lifted its stake in Chubb by 2.0% in the fourth quarter. Rede Wealth LLC now owns 1,900 shares of the financial services provider’s stock valued at $525,000 after buying an additional 37 shares during the last quarter. United Asset Strategies Inc. lifted its position in Chubb by 1.3% in the 4th quarter. United Asset Strategies Inc. now owns 3,079 shares of the financial services provider’s stock valued at $851,000 after purchasing an additional 40 shares during the last quarter. Avitas Wealth Management LLC boosted its stake in Chubb by 0.5% during the 4th quarter. Avitas Wealth Management LLC now owns 8,761 shares of the financial services provider’s stock valued at $2,421,000 after purchasing an additional 40 shares during the period. Tandem Wealth Advisors LLC grew its position in Chubb by 3.0% in the 4th quarter. Tandem Wealth Advisors LLC now owns 1,382 shares of the financial services provider’s stock worth $382,000 after purchasing an additional 40 shares during the last quarter. Finally, Unison Advisors LLC increased its stake in shares of Chubb by 0.3% in the fourth quarter. Unison Advisors LLC now owns 13,500 shares of the financial services provider’s stock valued at $3,742,000 after purchasing an additional 41 shares during the period. 83.81% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Chubb

In related news, EVP Joseph F. Wayland sold 12,231 shares of the stock in a transaction on Thursday, March 20th. The stock was sold at an average price of $294.82, for a total transaction of $3,605,943.42. Following the completion of the sale, the executive vice president now directly owns 78,422 shares in the company, valued at approximately $23,120,374.04. This trade represents a 13.49 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO George F. Ohsiek sold 763 shares of the business’s stock in a transaction dated Friday, March 14th. The shares were sold at an average price of $290.41, for a total value of $221,582.83. Following the completion of the transaction, the chief accounting officer now owns 20,044 shares in the company, valued at $5,820,978.04. This trade represents a 3.67 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 63,470 shares of company stock valued at $18,562,730. Company insiders own 0.86% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently commented on CB. Barclays lowered their target price on Chubb from $324.00 to $321.00 and set an “overweight” rating on the stock in a research report on Friday, April 11th. Raymond James restated a “strong-buy” rating on shares of Chubb in a research note on Thursday, April 24th. JPMorgan Chase & Co. upped their price objective on shares of Chubb from $300.00 to $307.00 and gave the stock a “neutral” rating in a report on Tuesday, April 8th. Royal Bank of Canada restated an “outperform” rating and set a $320.00 price target on shares of Chubb in a research report on Thursday, January 30th. Finally, JMP Securities reaffirmed a “market outperform” rating and issued a $325.00 price target on shares of Chubb in a research note on Wednesday, January 29th. Two investment analysts have rated the stock with a sell rating, five have assigned a hold rating, eight have assigned a buy rating and two have given a strong buy rating to the stock. Based on data from MarketBeat.com, Chubb presently has an average rating of “Moderate Buy” and an average target price of $307.86.

Check Out Our Latest Research Report on CB

Chubb Trading Up 0.5 %

NYSE:CB opened at $290.58 on Thursday. The stock has a fifty day simple moving average of $288.36 and a 200 day simple moving average of $280.88. The company has a quick ratio of 0.28, a current ratio of 0.25 and a debt-to-equity ratio of 0.21. The firm has a market capitalization of $116.44 billion, a price-to-earnings ratio of 12.79, a price-to-earnings-growth ratio of 3.36 and a beta of 0.57. Chubb Limited has a 1-year low of $250.90 and a 1-year high of $306.91.

Chubb (NYSE:CB – Get Free Report) last released its quarterly earnings results on Tuesday, April 22nd. The financial services provider reported $3.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.28 by $0.40. Chubb had a net margin of 16.63% and a return on equity of 13.75%. The business had revenue of $12.65 billion for the quarter, compared to analyst estimates of $11.22 billion. Sell-side analysts forecast that Chubb Limited will post 21.52 earnings per share for the current year.

Chubb Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, April 4th. Stockholders of record on Friday, March 14th were issued a dividend of $0.91 per share. The ex-dividend date of this dividend was Friday, March 14th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.25%. Chubb’s dividend payout ratio is 17.52%.

Chubb Profile

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