Latest revenue
$1.71B
as of 2026-03-31
Latest net income
$2.32B
as of 2026-03-31
Net margin
135.8%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $148.00B
- Enterprise value
- $160.40B
- P/E (trailing)
- 14.4×
- Forward P/E
- —
- P/B
- 2.01×
- Dividend yield
- 1.2%
- 52-wk high
- $345.67
- 52-wk low
- $264.10
- Beta
- —
- Shares out
- 451.4M
5-year trend
What this company does
Chubb is a Zurich-based global insurer selling property & casualty, accident & health, life, and reinsurance coverage to businesses and individuals across North America and overseas markets. It earns money primarily from net premiums on policies it underwrites, supplemented by investment income on its $170 billion portfolio of bonds and equities. First-quarter premiums grew 11% to $14 billion and net income jumped 74% to $2.3 billion, reflecting lower catastrophe losses and stronger underwriting alongside aggressive buybacks of $1.1 billion.
Key risks
- Investment portfolio mark-to-market pressure: Q1 net realized losses of $407M and AOCI declined to -$5.9B from -$5.0B on $1.8B unrealized depreciation.
- Reserve adequacy exposure: $88.9B unpaid loss reserves and $20.2B reinsurance recoverables; any adverse development would materially hit $73.8B equity base.
- Aggressive capital return amid rising leverage: $1.17B repurchased in Q1 (vs $691M prior year) while long-term debt rose to $15.97B.
Profitability
Net margin
17.4%
4.4%Return on equity
14.0%
3.5%Return on assets
790.0%
1.2%Leverage
Debt / equity
-0.98×
0.0%Long-term debt / equity
0.21×
5.1%Debt / assets
-5551.9%
2.5%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $1.71B | +9.5% | $2.32B | +74.3% | 135.8% |
Q4 2025 2025-12-31 | $54.63B | +6.3% | $3.21B | +24.7% | 5.9% |
Q3 2025 2025-09-30 | $1.65B | +9.3% | $2.80B | +20.5% | 170.0% |
Q2 2025 2025-06-30 | $1.57B | +6.8% | $2.97B | +33.1% | 189.3% |
Q1 2025 2025-03-31 | $1.56B | +12.2% | $1.33B | -37.9% | 85.3% |
Q4 2024 2024-12-31 | $51.39B | — | $2.58B | — | 5.0% |
Q3 2024 2024-09-30 | $1.51B | +14.8% | $2.32B | +13.8% | 154.1% |
Q2 2024 2024-06-30 | $1.47B | +28.2% | $2.23B | +24.4% | 151.9% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Fire, Marine & Casualty Insurance · SIC 6331
Your notes
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Insider activity
Insider buying
$3.0M
Insider selling
$49.2M
Net activity
−$46.2M
Distinct insiders
11
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns CB
Institutional value
$34.34B
Total shares held
106.8M
Distinct holders
741
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 23.3M | $7.58B | — | New |
| 2 | GQG Partners LLC | 12.4M | $4.05B | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.9M | $2.91B | — | New |
| 4 | WELLS FARGO & COMPANY/MN | 4.7M | $1.52B | — | New |
| 5 | Bank of New York Mellon Corp | 3.4M | $1.11B | — | New |
| 6 | UBS Group AG | 2.9M | $935.8M | — | New |
| 7 | Legal & General Group Plc | 2.6M | $840.3M | — | New |
| 8 | Invesco Ltd. | 2.3M | $741.5M | — | New |
| 9 | DIMENSIONAL FUND ADVISORS LP | 2.2M | $701.7M | — | New |
| 10 | VANGUARD FIDUCIARY TRUST CO | 2.0M | $664.3M | — | New |
| 11 | Nuveen, LLC | 1.8M | $576.8M | — | New |
| 12 | PRINCIPAL FINANCIAL GROUP INC | 1.3M | $428.0M | — | New |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1.3M | $423.9M | — | New |
| 14 | DEUTSCHE BANK AG\ | 1.3M | $418.9M | — | New |
| 15 | Davis Selected Advisers | 1.2M | $389.6M | — | New |
| 16 | National Pension Service | 1.2M | $378.5M | — | New |
| 17 | Swiss National Bank | 1.1M | $357.6M | — | New |
| 18 | Sumitomo Mitsui Trust Group, Inc. | 971.2K | $316.5M | — | New |
| 19 | MYCIO WEALTH PARTNERS, LLC | 950.4K | $309.8M | — | New |
| 20 | Troy Asset Management Ltd | 874.8K | $285.1M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
Losses and loss expenses fell to $6.13B from $6.90B despite 11% NPW growth—how much was favorable PYD versus benign cat activity, and is this run-rate sustainable?
- 2
Net realized losses widened to $407M and AOCI deteriorated $936M on $1.83B unrealized depreciation—what's driving the fixed-income mark, and any forced-sale risk?
- 3
You repurchased $1.14B of stock this quarter versus $385M a year ago—what's the buyback pace for 2026 given rising rates and reserve growth?