Royal London Asset Management Adds $107M in Chubb Limited ($CB)

Royal London Asset Management significantly increased its stake in Chubb Limited (NYSE:CB), according to its latest 13F filing with the SEC. The asset manager boosted its holdings by 156%, adding 326,291 shares to its portfolio. This brought its total to 534,858 shares, valued at approximately $175.4 million as of the reporting period.

What Changed in Royal London Asset Management's Chubb Position

Royal London Asset Management's recent filing shows a substantial increase in its position in Chubb Limited. The firm increased its holdings from 208,567 shares to 534,858 shares, a change of 326,291 shares or 156%. This move reflects a significant commitment to the insurance giant, with the reported value of the holdings reaching $175.4 million.

Other Institutional Activity in Chubb

Other major institutional investors have also been active in Chubb. Berkshire Hathaway Inc. maintained its position with 34,249,183 shares valued at approximately $11.16 billion. BlackRock, Inc. decreased its stake by 383,096 shares, ending with 27,888,703 shares worth about $9.09 billion. Vanguard Capital Management LLC added 23,255,968 shares, bringing its total to the same number, valued at $7.58 billion. State Street Corp reduced its holdings by 138,872 shares to 16,706,179 shares, valued at $5.46 billion. Price T. Rowe Associates Inc. increased its holdings by 845,752 shares, reaching a total of 15,793,551 shares worth approximately $5.15 billion.

Chubb Stock Snapshot

Shares of Chubb Limited (NYSE:CB) are trading near $327.93. The company has a market cap of $127.3 billion and a P/E ratio of 11.6. Its beta is 0.421, indicating lower volatility compared to the market. The stock's 52-week range is between $264.1 and $345.67, with a 50-day moving average of $324.79 and a 200-day moving average of $307.46. Chubb's current ratio is 0.386, and its debt-to-equity ratio is 31.458.

Recent Earnings

Chubb reported revenue of $60.99 billion, reflecting a growth rate of 10.2%. The company achieved a net margin of 18.53% and a return on equity of 15.43%. Its earnings per share stood at $28.29. The next earnings report is expected on April 21, 2026.

Dividend

Chubb pays an annual dividend of $4.08 per share, yielding 1.24%. The dividend payout ratio is 13.72%, indicating a conservative approach to dividend distribution.

Insider Buying and Selling at Chubb Limited

Recent insider transactions at Chubb include Executive Vice President Juan Luis Ortega selling 3,886 shares on June 8, 2026, and President & COO John Keogh selling 23,000 shares on May 27, 2026. These transactions were not part of a pre-planned trading program.

Analysts Set New Price Targets

On June 12, 2026, Barclays maintained its hold rating on Chubb with a price target of $368. Piper Sandler also maintained a hold rating with a target of $340 on May 26, 2026. Keefe, Bruyette & Woods maintained a buy rating with a target of $374 on April 23, 2026. The consensus among 23 analysts is a buy recommendation, with a mean price target of $345.35.

About Chubb Limited

Chubb Limited is a global provider of insurance and reinsurance products, headquartered in Zurich, Switzerland. Led by CEO Mr. Evan G. Greenberg, the company operates in various segments including commercial and personal property and casualty insurance, life insurance, and reinsurance. Chubb offers a wide range of products, including liability, health, and specialty coverages, serving clients worldwide with a workforce of 45,000 employees.

Bottom Line

Royal London Asset Management's significant increase in its Chubb holdings showcases the asset manager's confidence in the company. Chubb's strong market presence, diverse product offerings, and solid financial performance make it a noteworthy player in the insurance industry. As always, remember that 13F filings reflect past positions and may not represent current holdings.