Chubb Limited
In the published model solve dated 2026-Q2, anchored at $339.92, Chubb Limited (CB) is priced for 11.7% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• The fastest-growing piece is not the North American commercial book the brand is built on: Life Insurance net premiums written rose 15.1% in 2025, or 17.3% in constant currency, on international life growth of 17.4% (FY2025 10-K). • At roughly 1.9 times book value the price assumes a sustained return on equity near 12.4%, below the roughly 14% currently being earned, so reserve adequacy and catastrophe frequency matter far more here than the multiple does. • Third-quarter results arrive after
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2,061 institutional managers reported holding CB in 13F filings for the quarter ended 2026-03-31. Together they hold about 88% of the company; the top 10 hold 45%. 156 opened new positions that quarter. Held by Vanguard Group, Berkshire Hathaway, BlackRock, among others. On the short side, 4.3M shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (2.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CB has cut its share count 12.3% over the past five years, spending $14.39B on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 9 years straight; the current rate is $3.82 a share annually. Cash returned over the past three years: $4.03B in dividends and $7.81B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CB over the trailing three years: 2025: 2 buys totaling $2.99M. 24 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CB's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-29 | +2.7% | +1.1% |
| 2023-11-02 | +4.4% | +4.0% |
| 2024-02-24 | +0.7% | -4.1% |
| 2024-04-27 | -3.4% | +3.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CB's latest 8-K filings: 2026-07-21 (items 2.02, 9.01); 2026-06-10 (items 8.01, 9.01); 2026-05-22 (items 5.02, 5.03, 5.07, 9.01); 2026-05-20 (items 8.01, 9.01); 2026-04-21 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.