Chubb Limited (NYSE:CB) Position Cut by CSM Advisors LLC

23 Apr 2025, 11:56 by Amy Steele · The Cerbat Gem

CSM Advisors LLC lowered its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 3.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 40,257 shares of the financial services provider’s stock after selling 1,577 shares during the period. CSM Advisors LLC’s holdings in Chubb were worth $11,121,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the business. Wealth Enhancement Advisory Services LLC raised its stake in shares of Chubb by 57.8% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 356,602 shares of the financial services provider’s stock valued at $102,840,000 after purchasing an additional 130,629 shares in the last quarter. Czech National Bank raised its position in shares of Chubb by 6.2% during the 4th quarter. Czech National Bank now owns 81,282 shares of the financial services provider’s stock worth $22,458,000 after buying an additional 4,757 shares in the last quarter. Barclays PLC raised its position in shares of Chubb by 28.1% during the 3rd quarter. Barclays PLC now owns 1,772,688 shares of the financial services provider’s stock worth $511,226,000 after buying an additional 388,746 shares in the last quarter. California Public Employees Retirement System lifted its stake in shares of Chubb by 1.1% in the 4th quarter. California Public Employees Retirement System now owns 1,350,381 shares of the financial services provider’s stock worth $373,110,000 after acquiring an additional 14,610 shares during the period. Finally, Versant Capital Management Inc boosted its holdings in shares of Chubb by 133.9% in the fourth quarter. Versant Capital Management Inc now owns 552 shares of the financial services provider’s stock valued at $153,000 after acquiring an additional 316 shares in the last quarter. Institutional investors and hedge funds own 83.81% of the company’s stock.

Insider Activity

In other Chubb news, CEO Evan G. Greenberg sold 25,728 shares of the business’s stock in a transaction dated Tuesday, March 11th. The stock was sold at an average price of $291.45, for a total value of $7,498,425.60. Following the transaction, the chief executive officer now owns 584,395 shares in the company, valued at $170,321,922.75. The trade was a 4.22 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Joseph F. Wayland sold 10,000 shares of the firm’s stock in a transaction dated Tuesday, March 4th. The stock was sold at an average price of $286.96, for a total value of $2,869,600.00. Following the sale, the executive vice president now directly owns 77,703 shares of the company’s stock, valued at $22,297,652.88. This trade represents a 11.40 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 63,470 shares of company stock worth $18,562,730 in the last 90 days. Company insiders own 0.86% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the company. UBS Group boosted their target price on Chubb from $298.00 to $303.00 and gave the stock a “neutral” rating in a report on Wednesday, April 9th. Keefe, Bruyette & Woods cut their price objective on Chubb from $329.00 to $316.00 and set an “outperform” rating for the company in a report on Wednesday, April 9th. Hsbc Global Res raised Chubb from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, March 5th. Wells Fargo & Company dropped their price target on shares of Chubb from $271.00 to $268.00 and set an “equal weight” rating on the stock in a research report on Thursday, April 10th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Chubb from $300.00 to $307.00 and gave the company a “neutral” rating in a research report on Tuesday, April 8th. Two equities research analysts have rated the stock with a sell rating, six have given a hold rating, eight have assigned a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $307.21.

View Our Latest Analysis on CB

Chubb Stock Up 3.9 %

CB stock opened at $290.58 on Wednesday. The company’s 50 day simple moving average is $285.38 and its 200-day simple moving average is $281.07. Chubb Limited has a 52-week low of $238.85 and a 52-week high of $306.91. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.25 and a quick ratio of 0.28. The firm has a market capitalization of $116.43 billion, a P/E ratio of 12.79, a P/E/G ratio of 3.36 and a beta of 0.47.

Chubb (NYSE:CB – Get Free Report) last released its 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 return on equity of 13.75% and a net margin of 16.63%. The company had revenue of $12.65 billion during the quarter, compared to analyst estimates of $11.22 billion. As a group, equities research analysts anticipate that Chubb Limited will post 21.52 EPS for the current year.

Chubb Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, April 4th. Shareholders of record on Friday, March 14th were given a dividend of $0.91 per share. The ex-dividend date was Friday, March 14th. This represents a $3.64 dividend on an annualized basis and a yield of 1.25%. Chubb’s payout ratio is presently 16.02%.

Chubb Company Profile

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