XXEC Inc. Makes New $228.23 Million Investment in Chubb Limited $CB

23 Aug 2026, 08:48 by Doug Wharley · The Cerbat Gem

XXEC Inc. purchased a new position in Chubb Limited (NYSE:CB – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 74,143,561 shares of the financial services provider’s stock, valued at approximately $228,226,000. Chubb comprises about 0.1% of XXEC Inc.’s holdings, making the stock its 18th biggest position. XXEC Inc. owned approximately 0.19% of Chubb as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Brighton Jones LLC raised its stake in Chubb by 12.8% during the fourth 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 during the period. Revolve Wealth Partners LLC acquired a new position in Chubb in the fourth quarter valued at approximately $205,000. Woodline Partners LP grew its holdings in shares of Chubb by 13.0% during the first quarter. Woodline Partners LP now owns 12,599 shares of the financial services provider’s stock valued at $3,805,000 after purchasing an additional 1,449 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Chubb by 14.4% during the second quarter. Sivia Capital Partners LLC now owns 1,392 shares of the financial services provider’s stock valued at $403,000 after purchasing an additional 175 shares during the last quarter. Finally, Sei Investments Co. raised its position in shares of Chubb by 9.3% during the 2nd quarter. Sei Investments Co. now owns 201,226 shares of the financial services provider’s stock worth $58,305,000 after purchasing an additional 17,155 shares during the period. 83.81% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Piper Sandler raised their price target on Chubb from $340.00 to $374.00 and gave the stock a “neutral” rating in a report on Wednesday, July 15th. The Goldman Sachs Group increased their target price on Chubb from $362.00 to $386.00 and gave the stock a “buy” rating in a research report on Wednesday, July 1st. Citigroup reiterated a “market outperform” rating on shares of Chubb in a research note on Wednesday, July 22nd. Keefe, Bruyette & Woods boosted their price target on shares of Chubb from $374.00 to $389.00 and gave the company an “outperform” rating in a report on Wednesday, July 8th. Finally, Weiss Ratings raised shares of Chubb from a “buy (b+)” rating to a “buy (a-)” rating in a report on Monday, June 29th. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $361.00.

Read Our Latest Analysis on Chubb

Chubb Stock Down 0.5%

CB opened at $341.15 on Friday. The stock’s 50 day moving average price is $345.88 and its 200 day moving average price is $333.31. The company has a debt-to-equity ratio of 0.22, a current ratio of 0.29 and a quick ratio of 0.29. The stock has a market cap of $131.62 billion, a P/E ratio of 12.07, a P/E/G ratio of 1.65 and a beta of 0.39. Chubb Limited has a 12 month low of $265.30 and a 12 month high of $365.91.

Chubb (NYSE:CB – Get Free Report) last announced its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $7.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.77 by $0.49. Chubb had a return on equity of 14.47% and a net margin of 18.10%.The company had revenue of $11.97 billion during the quarter, compared to analyst estimates of $15.07 billion. During the same quarter in the previous year, the firm posted $6.14 EPS. The firm’s quarterly revenue was up 3.6% on a year-over-year basis. As a group, research analysts predict that Chubb Limited will post 27.49 earnings per share for the current year.

Chubb Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 2nd. Investors of record on Friday, September 11th will be paid a dividend of $1.02 per share. This represents a $4.08 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date is Friday, September 11th. Chubb’s payout ratio is currently 14.43%.

Insider Activity

In other Chubb news, COO John W. Keogh sold 23,000 shares of the business’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $321.51, for a total transaction of $7,394,730.00. Following the sale, the chief operating officer directly owned 203,322 shares in the company, valued at approximately $65,370,056.22. The trade was a 10.16% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Joseph F. Wayland sold 8,502 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $364.54, for a total transaction of $3,099,319.08. Following the completion of the sale, the executive vice president directly owned 33,749 shares of the company’s stock, valued at approximately $12,302,860.46. This represents a 20.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.37% of the company’s stock.

About Chubb

(Free Report)

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.