CB Chubb Limited Common Stock

NYSE · Insurance · View on SEC EDGAR ↗
$343.50
Price · Aug 21, 2026
Fundamentals as of Jul 28, 2026

About Chubb Limited Common Stock Company overview from Wikipedia

Chubb Limited is an American–Swiss company incorporated in Zürich and listed on the New York Stock Exchange (NYSE), where it is a component of the S&P 500.

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Chubb Limited is an American–Swiss company incorporated in Zürich and listed on the New York Stock Exchange (NYSE), where it is a component of the S&P 500.

Chubb is a global provider of insurance products covering property and casualty, accident and health, reinsurance, and life insurance, and is the largest publicly traded property and casualty insurance company in the world. Chubb operates in 55 countries and territories and in the Lloyd's insurance market in London. Its clients consist of multinational corporations and local businesses, individuals, and insurers seeking reinsurance coverage. Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance.

In 2018, the group had $174 billion in assets, $30.8 billion in gross written premiums, and approximately 31,000 employees. Its core operating insurance companies are rated "AA" (Very Strong) for financial strength by Standard & Poor's and "A++" (Superior) by A. M. Best. It has stable outlooks from both agencies. Fitch rates Chubb Limited and its subsidiaries "AA" (Very Strong) for financial strength, "AA−" for issuer default, and "A+" for senior debt. Moody's rates the U.S. companies "A1" and the unsecured loan notes "A3".

On 1 July 2015, property and casualty insurer ACE Limited (ACE) announced that it would acquire the original Chubb Corporation for $28.3 billion in cash and stock. ACE stated that Chubb's then-current headquarters in Warren, New Jersey, would retain a substantial portion of the headquarters functions for the combined company's North American division. The combined company adopted the Chubb name in January 2016 after the acquisition was completed.

History

Chubb

In 1882, Thomas Caldecot Chubb and his son Percy started a marine underwriting business in New York City. They collected $1,000 from 100 prominent merchants and focused on insuring ships and cargoes.

The Chubb Corporation was incorporated in 1967 and was listed on the New York Stock Exchange in 1984.

Beginning in 1970, the corporation owned The Chubb Institute, a chain of commercial technical schools which grew out of the company's employee training program, but the schools were sold for $1 to a partnership of private equity firms Great Hill Partners and the High-Tech Institute in 2004.

In 2007, Chubb was named the Readers' Choice winner as "Best Admitted Property/Casualty Insurance Company" by Business Insurance. In 2010 Chubb was number five on Chicago Business "Best Places to Work" list.

ACE Limited

1985–1999

ACE (American Casualty Excess) Limited was established in 1985 in response to the U.S. liability insurance crisis of the mid-1980s. It was formed with the assistance of insurance broker Marsh & McLennan and funded by a group of 34 U.S. companies seeking difficult-to-obtain Excess Liability and Directors and Officers (D&O) insurance coverage. That year, ACE and its Bermuda subsidiary, incorporated in the Cayman Islands and headquartered in Hamilton, Bermuda, wrote its first insurance policy with John Cox as its president and CEO. In 1987 the company assumed management of Corporate Officers & Directors Assurance Limited (CODA), expanding ACE Bermuda's product line.

Walter Scott became Chairman, President, and CEO of ACE in 1990 and saw the company listed on the New York Stock Exchange in 1993. Brian Duperreault succeeded Scott in 1994 as Chairman, President & CEO and worked for the next ten years as ACE went through a series of acquisitions and a diversification process that brought the ACE Group of Companies global status. One of the multiple acquisitions made during this time was the global property and casualty business of Cigna Corporation (most significantly the Insurance Company of North America, known as INA), which was purchased for $3.45 billion in 1999.

2000–2021

In 2004, Evan G. Greenberg became president and CEO of ACE Ltd. In 2004, ACE was also investigated by New York Attorney General Eliot Spitzer for participating in a bid rigging and price fixing scheme with insurance broker Marsh & McLennan.

In 2008, ACE purchased the accident and health insurance provider Combined Insurance Company of America (founded by W. Clement Stone in 1919) from Aon Corporation for $2.56 billion and the high-net-worth personal lines business of the Atlantic Companies.

Also in 2008, ACE relocated from the Cayman Islands to Zürich, Switzerland. Evan Greenberg described the move as a "natural progression" that would provide ACE with a "better strategic flexibility…and a solid legal and regulatory environment…" The re-domestication was completed in July that year.

In 2010, the ACE company ESIS Inc. was hired by BP to process claims made by the victims of the Deepwater Horizon oil spill.

In 2010, ACE Limited purchased Rain and Hail, LLC for $1.1 billion. Rain and Hail Insurance Service, headquartered in Johnston, Iowa, is an industry leader in crop insurance in the United States. ACE Limited also acquired the Hong Kong and Korea life insurance operations of New York Life.

In 2011, ACE Limited purchased agribusiness insurer Penn Millers.

In 2012, they purchased Indonesian insurer Asuransi Jaya Proteksi.

In 2013, they purchased Mexican Surety Lines Company Fianzas Monterrey and Mexican Personal Lines Insurer ABA Seguros.

In April 2014, ACE Limited acquired a majority stake in Siam Commercial Samaggi Insurance PCL from Siam Commercial Bank. Following a subsequent tender offer in June 2014, ACE and its local partner owned 93.03% of the Samaggi.

In October 2014, ACE Limited acquired the large commercial property and casualty business of Itaú Unibanco Holding SA. The transaction made ACE the largest property and casualty insurer in Brazil.

In April 2015, ACE Limited acquired the Fireman's Fund high net-worth personal lines insurance business in the U.S. from Allianz for $365 million. ACE Private Risk Services is one of the largest high net worth insurers in the U.S.

On 1 September 2020, Chubb announced the introduction of the latest update of its Enterprise Guard Plus product for the emerging needs of Hong Kong business insurance.

In February 2021, Chubb Limited and the World Health Organization announced the roll out of a no-fault compensation scheme for COVID-19 vaccinations for low and middle-income countries.

In May 2024, Chubb completed the acquisition of Healthy Paws, a U.S.-based managing general agent (MGA) specializing in pet insurance, from Aon plc. Chubb had underwritten the Healthy Paws pet insurance program since 2013.

ACE acquires Chubb

On 1 July 2015, ACE announced that it would acquire Chubb Corporation for $28.3 billion in cash and ACE stock. Upon completion, ACE shareholders held 70% while Chubb shareholders got 30% of the new combined company. The new company was to be based in Zürich, where ACE Limited's headquarters were. Evan Greenberg of ACE became the Chairman and CEO of the new company, while Chubb Chairman and CEO John Finnegan became Executive Vice Chairman for North America External Affairs. The company's board was expanded to 18, with 4 of them coming from Chubb. The new combined company then decided to adopt the Chubb name. The deal received ACE and Chubb shareholder approval and all required regulatory approval, and closed on 14 January 2016.

Controversies

2004 Eliot Spitzer investigation

In 2004 New York Attorney General Eliot Spitzer conducted an investigation in the insurance industry. ACE, American International Group (AIG), Marsh & McLennan, and other large insurers and brokerages were named in Spitzer's investigation for possibly participating in questionable insurance practices including the payment of contingent commissions, bid-rigging, price-fixing, and improper accounting.

Spitzer asserted that contingent commissions contributed to a widespread practice of "bid-rigging" where brokers solicited fake bids with deliberately less favorable terms for the consumer than the bid offered by the insurance company paying the highest commissions.

As part of an $80 million settlement that abated further inquiry, ACE signed an Assurance of Discontinuance in which they acknowledged their prior conduct and agreed to alter their business practices. Evan Greenberg himself admitted no fault in Spitzer's allegations although a junior executive did plead guilty to criminal charges.

Spitzer's insurance industry probe additionally looked in early 2005 into ACE Ltd's subsidiary ACE Tempest Re's reporting to the SEC of a series of reinsurance transactions, together with the SEC reporting of a further 16 unaffiliated re-insurers. Evan Greenberg said that his company's investigation should be completed within a month. According to Greenberg, contracts appeared "generally structured in a way to provide for appropriate risk transfer and accounted for properly."

The Spitzer investigations also triggered civil litigation by policyholders who claim they were victimized by the bid rigging and commission schemes.

Securing bond for Donald Trump defamation appeal

On 8 March 2024, Federal Insurance Company, part of The Chubb Corporation, posted a $91.63 million bond for Donald Trump in the E. Jean Carroll v. Donald J. Trump case. Despite an estimated net worth of over $2 billion, Trump needed a cash bond posted by Chubb in order to secure his appeal. While President, Trump appointed Chubb CEO Evan G. Greenberg to the White House advisory committee for trade policy and negotiations. When Chubb announced the securing of the bond, they claimed that this would be the only bond secured as Trump has another $454 million bond pending for his New York civil fraud case. On 18 March 2024, Trump's lawyers notified the Appellate Division of Manhattan Supreme Court that he was unable to secure a bond for the civil fraud case, seeming to confirm Chubb's position on not underwriting additional bonds for Trump.

On 13 March 2024, CEO Evan Greenberg issued a letter to investors, customers, and brokers defending the move. Despite having deep personal connections to Trump, Greenberg claimed "we frankly left our own personal feelings aside" when deciding to issue the bond.

Reversal on coal pledge

In 2019, Chubb pledged not to insure energy companies that rely more than 30% on coal power. By 2025, Chubb had broken its pledge, as it insured a coal-fired power station.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

CB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$343.50
Market Cap
$134.34B
P/E (TTM)
13.4
EPS (TTM)
$25.68
Revenue (TTM)
$59.40B
Div Yield
1.1%
ROE
15.0%
Debt/Equity
0.0
52W Range
$265 – $366

CB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $59.40B
10-point trend, +88.8%
2016-12-31 2025-12-31
EPS $25.68
10-point trend, +189.5%
2016-12-31 2025-12-31
Free Cash Flow
Margins 17.4%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
CB
Peer Median
P/E (TTM)
5-point trend, +21.0%
13.4
11.8
P/S (TTM)
5-point trend, +1.8%
2.3
1.4
P/B
5-point trend, +19.8%
1.8
1.7

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
CB
Peer Median
Net Profit Margin
5-point trend, -16.7%
17.4%
12.8%
ROA
5-point trend, -9.2%
4.0%
2.8%
ROE
5-point trend, +4.3%
15.0%
13.5%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
CB
Peer Median
Debt / Equity
5-point trend, +21.6%
0.0
11.5

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
CB
Peer Median
Revenue YoY
5-point trend, +45.3%
6.5%
Revenue CAGR 3Y
5-point trend, +45.3%
11.3%
Revenue CAGR 5Y
5-point trend, +45.3%
10.5%
EPS YoY
5-point trend, +33.5%
13.1%
Net Income YoY
5-point trend, +20.9%
11.2%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
CB
Peer Median
EPS (Diluted)
5-point trend, +33.5%
$25.68

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
CB
Peer Median
Payout Ratio
5-point trend, -11.0%
14.6%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
1.1%
Payout Ratio
14.6%
5Y Div CAGR
Ex-dateAmount
June 12, 2026$1.0200
March 13, 2026$0.9700
June 13, 2025$0.9700
March 14, 2025$0.9100
Dec. 13, 2024$0.9100
Sept. 13, 2024$0.9100
June 14, 2024$0.9100
March 14, 2024$0.8600
Dec. 14, 2023$0.8600
Sept. 14, 2023$0.8600
June 15, 2023$0.8600
March 16, 2023$0.8300
Dec. 15, 2022$0.8300
Sept. 15, 2022$0.8300
June 16, 2022$0.8300
March 17, 2022$0.8000
Dec. 16, 2021$0.8000
Sept. 16, 2021$0.8000
June 17, 2021$0.8000
March 18, 2021$0.7800

CB Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 35 analysts
  • Strong Buy 8 22.9%
  • Buy 10 28.6%
  • Hold 15 42.9%
  • Sell 1 2.9%
  • Strong Sell 1 2.9%

12-Month Price Target

23 analysts · 2026-08-22
Median target $369.00 +7.4%
Mean target $366.13 +6.6%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.40%
Period EPS Actual EPS Est Surprise
June 30, 2026 $7.26 $6.95 0.31%
March 31, 2026 $6.82 $6.80 0.02%
Dec. 31, 2025 $7.52 $6.98 0.54%
Sept. 30, 2025 $7.49 $6.33 1.2%
June 30, 2025 $6.14 $6.15 -0.01%
March 31, 2025 $3.68 $3.28 0.40%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 11
Annual Income Statement data for CB
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +209.9% $59.40B $55.75B $49.73B $43.10B $40.87B $35.99B $34.19B $32.72B $32.24B $31.47B $18.99B $19.17B
SG&A Expense 12-point trend, +100.6% $4.50B $4.38B $4.01B $3.40B $3.13B $2.98B $3.03B $2.89B $2.83B $3.08B $2.27B $2.25B
Interest Expense 12-point trend, +172.9% $764M $741M $672M $570M $492M $516M $552M $641M $607M $605M $300M $280M
Other Non-op 12-point trend, +582.6% $1.30B $1.02B $836M $-89M $2.37B $994M $596M $434M $400M $222M $51M $190M
Pretax Income 12-point trend, +274.1% $13.04B $11.46B $9.53B $6.49B $9.79B $4.16B $5.25B $4.66B $3.72B $4.95B $3.30B $3.49B
Income Tax 12-point trend, +282.0% $2.42B $1.81B $511M $1.24B $1.27B $629M $795M $695M $-139M $815M $462M $634M
Net Income 12-point trend, +261.4% $10.31B $9.27B $9.03B $5.25B $8.53B $3.53B $4.45B $3.96B $3.86B $4.13B $2.83B $2.85B
EPS (Basic) 12-point trend, +205.1% $25.93 $22.94 $21.97 $12.50 $19.38 $7.82 $9.77 $8.55 $8.26 $8.94 $8.71 $8.50
EPS (Diluted) 12-point trend, +205.0% $25.68 $22.70 $21.80 $12.39 $19.24 $7.79 $9.71 $8.49 $8.19 $8.87 $8.62 $8.42
Shares (Basic) 12-point trend, +18.5% 397,611,884 404,189,749 410,845,263 419,779,847 439,968,422 451,602,820 455,910,463 463,629,203 467,145,716 462,519,789 325,589,361 335,609,899
Shares (Diluted) 12-point trend, +18.4% 401,513,338 408,486,435 414,202,568 423,527,444 443,197,278 453,441,512 458,914,663 466,802,348 471,196,901 465,949,399 328,835,378 338,986,287
Balance Sheet 19
Annual Balance Sheet data for CB
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 9-point trend, +207.2% · · · $2.01B $1.66B $1.75B $1.54B $1.25B $728M $985M $1.77B $655M
Short-term Investments 4-point trend, -71.1% · · · · · · · $3.02B $3.56B $3.00B $10.45B ·
PP&E (Net) 11-point trend, +273.1% $3.50B $3.10B $2.90B $2.40B $2.00B $2.00B $1.90B $1.70B $1.30B $1.20B $938M ·
Goodwill 12-point trend, +312.1% $20.21B $19.58B $19.69B $16.23B $15.21B $15.40B $15.30B $15.27B $15.54B $15.33B $4.80B $4.90B
Intangibles 12-point trend, +770.4% $6.24B $6.38B $6.78B $5.44B $5.46B $5.81B $6.06B $6.14B $6.51B $6.76B $887M $717M
Total Assets 12-point trend, +177.2% $272.33B $246.55B $230.68B $199.02B $200.05B $190.77B $176.94B $167.77B $167.02B $159.79B $102.31B $98.25B
Short-term Debt 12-point trend, +30.3% $1.50B $800M $1.46B $475M $999M $0 $1.30B $509M $1.01B $500M $0 $1.15B
Deferred Tax 11-point trend, +1741000000.00 $1.74B $1.58B $1.55B $377M $389M $892M $804M $304M $699M $988M $0 ·
Total Liabilities 12-point trend, +180.4% $192.55B $178.15B $166.99B $148.50B $140.34B $131.33B $121.61B $117.46B $115.85B $111.51B $73.17B $68.66B
Long-term Debt 12-point trend, +368.5% $15.73B $14.38B $13.04B $14.40B $15.17B $14.95B $13.56B $12.09B $11.56B $12.61B $9.39B $3.36B
Total Debt 11-point trend, -41.3% $1.50B $800M $1.46B $475M $999M $0 $1.30B $509M $1.01B $500M · $2.55B
Common Stock 12-point trend, -97.1% $231M $235M $241M $10.35B $10.98B $11.06B $11.12B $11.12B $11.12B $11.12B $7.83B $8.05B
Paid-in Capital 3-point trend, +198.1% · · · · · · · · · $15.34B $4.48B $5.14B
Retained Earnings 12-point trend, +320.3% $69.95B $61.56B $54.81B $48.30B $47.37B $39.34B $36.14B $31.70B $27.47B $23.61B $19.48B $16.64B
Treasury Stock 12-point trend, +224.5% $4.70B $3.52B $4.40B $5.11B $7.46B $3.64B $3.75B $2.62B $1.94B $1.48B $1.92B $1.45B
AOCI 12-point trend, -517.7% $-4.97B $-8.64B $-6.81B $-10.19B $350M $2.87B $619M $-2.45B $543M $-314M $-735M $1.19B
Stockholders' Equity 12-point trend, +149.3% $73.76B $64.02B $59.51B $50.52B $58.33B $59.44B $55.33B $50.31B $51.17B $48.27B $29.14B $29.59B
Liabilities + Equity 12-point trend, +177.2% $272.33B $246.55B $230.68B $199.02B $200.05B $190.77B $176.94B $167.77B $167.02B $159.79B $102.31B $98.25B
Shares Outstanding 12-point trend, +19.0% 391,101,227 400,703,663 405,269,637 414,594,856 426,572,612 450,732,625 451,971,567 459,203,378 463,833,179 465,968,716 324,563,441 328,659,686
Cash Flow 12
Annual Cash Flow data for CB
Metric Trend 202520242023202220212020201920182017201620152014
Deferred Tax 12-point trend, +120.3% $337M $86M $-1.08B $158M $-90M $-299M $-113M $43M $-498M $-9M $158M $153M
Amort. of Intangibles 12-point trend, +178.7% $301M $323M $310M $285M $287M $290M $305M $339M $260M $19M $171M $108M
Operating Cash Flow 12-point trend, +185.1% $12.82B $16.18B $12.63B $11.26B $11.15B $9.79B $6.34B $5.48B $4.50B $5.29B $3.86B $4.50B
Investing Cash Flow 11-point trend, -349.7% $-11.26B $-13.92B $-7.65B $-5.65B $-6.66B $-7.52B $-5.91B $-2.94B $-2.42B · $-6.29B $-2.50B
Debt Issued 11-point trend, +246.8% $2.42B $2.41B $0 $0 $1.58B $988M $2.83B $2.17B $0 · $6.09B $699M
Net Debt Issued 11-point trend, +720.2% $1.62B $971M $-475M $-1.00B $1.58B $-313M $2.32B $170M $-501M · $4.94B $198M
Stock Repurchased 11-point trend, +158.5% $3.69B $1.80B $2.41B $2.89B $4.86B $523M $1.53B $1.04B $801M · $758M $1.43B
Net Stock Activity 11-point trend, -158.5% $-3.69B $-1.80B $-2.41B $-2.89B $-4.86B $-523M $-1.53B $-1.04B $-801M · $-758M $-1.43B
Dividends Paid 12-point trend, +74.6% $1.50B $1.44B $1.39B $1.38B $1.40B $1.39B $1.35B $1.34B $1.31B $1.17B $862M $862M
Financing Cash Flow 11-point trend, -4.1% $-1.85B $-2.18B $-4.49B $-5.14B $-4.41B $-2.08B $-151M $-1.99B $-2.32B · $3.69B $-1.78B
Net Change in Cash 12-point trend, -203.9% $-79M $-72M $494M $316M $-25M $190M $306M $489M $-237M $-797M $1.12B $76M
Taxes Paid 12-point trend, +533.5% $2.21B $1.66B $1.47B $1.24B $1.30B $902M $912M $503M $736M $662M $469M $349M
Profitability 4
Annual Profitability data for CB
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +16.7% 17.4% 16.6% 18.1% 12.3% 20.8% 9.8% 13.0% 12.1% 12.0% 13.1% 14.9% 14.9%
Pretax Margin 10-point trend, +39.6% 22.0% 20.5% 19.1% 15.2% 24.0% 11.6% 15.3% 14.2% 11.5% 15.7% · ·
ROA 12-point trend, +34.1% 4.0% 3.9% 4.2% 2.7% 4.4% 1.9% 2.6% 2.4% 2.4% 3.2% 2.8% 3.0%
ROE 12-point trend, +56.4% 15.0% 15.0% 16.1% 10.8% 14.3% 6.1% 8.1% 7.8% 7.6% 8.6% 9.7% 9.6%
Liquidity & Solvency 1
Annual Liquidity & Solvency data for CB
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 11-point trend, -76.5% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 · 0.1
Efficiency 1
Annual Efficiency data for CB
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +15.1% 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2
Per Share 6
Annual Per Share data for CB
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +109.5% $188.59 $159.77 $146.83 $121.90 $139.99 $131.88 $122.42 $109.56 $110.32 $103.60 $89.77 $90.02
Revenue / Share 12-point trend, +161.6% $147.95 $136.49 $120.07 $101.92 $92.43 $79.38 $74.49 $70.09 $68.43 $67.54 $57.74 $56.55
Cash Flow / Share 12-point trend, +140.7% $31.92 $39.61 $30.50 $26.55 $25.16 $21.58 $13.82 $11.74 $9.56 $11.36 $11.75 $13.26
Cash / Share 9-point trend, +143.5% · · · $4.85 $3.89 $3.88 $3.40 $2.72 $1.57 $2.11 $5.47 $1.99
Dividend / Share 6-point trend, +28.7% $3 $3 $3 $3 · · · · · · $3 $2
EPS (TTM) 12-point trend, +205.0% $25.68 $22.70 $21.80 $12.39 $19.24 $7.79 $9.71 $8.49 $8.19 $8.87 $8.62 $8.42
Growth Rates 10
Annual Growth Rates data for CB
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -51.7% 6.5% 12.1% 15.4% 5.5% 13.5% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -0.8% 11.3% 10.9% 11.4% · · · · · · · · ·
Revenue CAGR 5Y 10.5% · · · · · · · · · · ·
EPS YoY 5-point trend, -91.1% 13.1% 4.1% 75.9% -35.6% 147.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, -32.8% 27.5% 5.7% 40.9% · · · · · · · · ·
EPS CAGR 5Y 26.9% · · · · · · · · · · ·
Net Income YoY 5-point trend, -92.1% 11.2% 2.7% 72.1% -38.5% 141.3% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -31.2% 25.3% 2.8% 36.7% · · · · · · · · ·
Net Income CAGR 5Y 23.9% · · · · · · · · · · ·
Dividend CAGR 5Y 1.6% · · · · · · · · · · ·
Valuation (TTM) 14
Annual Valuation (TTM) data for CB
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +209.9% $59.40B $55.75B $49.73B $43.10B $40.87B $35.99B $34.19B $32.72B $32.24B $31.47B $18.99B $19.17B
Net Income TTM 12-point trend, +261.4% $10.31B $9.27B $9.03B $5.25B $8.53B $3.53B $4.45B $3.96B $3.86B $4.13B $2.83B $2.85B
Market Cap 12-point trend, +223.3% $122.07B $110.71B $91.59B $91.46B $82.46B $69.38B $70.35B $59.32B $67.78B $61.56B $37.93B $37.76B
Enterprise Value 8-point trend, +126.8% · · · $89.92B $81.80B $67.63B $70.12B $58.58B $68.06B $61.08B · $39.65B
P/E 12-point trend, -10.9% 12.2 12.2 10.4 17.8 10.0 19.8 16.0 15.2 17.8 14.9 13.6 13.6
P/S 12-point trend, +4.3% 2.1 2.0 1.8 2.1 2.0 1.9 2.1 1.8 2.1 2.0 2.0 2.0
P/B 12-point trend, +29.7% 1.7 1.7 1.5 1.8 1.4 1.2 1.3 1.2 1.3 1.3 1.3 1.3
P / Tangible Book 6-point trend, +42.2% 2.6 2.9 2.8 3.2 2.2 1.8 · · · · · ·
P / Cash Flow 12-point trend, +13.4% 9.5 6.8 7.3 8.1 7.4 7.1 11.1 10.8 15.1 11.6 9.8 8.4
EV / Revenue 8-point trend, +0.9% · · · 2.1 2.0 1.9 2.1 1.8 2.1 1.9 · 2.1
Dividend Yield 12-point trend, -46.1% 1.2% 1.3% 1.5% 1.5% 1.7% 2.0% 1.9% 2.2% 1.9% 1.9% 2.3% 2.3%
Earnings Yield 12-point trend, +12.3% 8.2% 8.2% 9.7% 5.6% 10.0% 5.1% 6.2% 6.6% 5.6% 6.7% 7.4% 7.3%
Payout Ratio 12-point trend, -51.7% 14.6% 15.5% 15.4% 25.9% 16.4% 39.3% 30.4% 33.8% 33.9% 28.4% 30.4% 30.2%
Annual Payout 12-point trend, +74.6% $1.50B $1.44B $1.39B $1.38B $1.40B $1.39B $1.35B $1.34B $1.31B $1.17B $862M $862M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $59.40B$55.75B$49.73B$43.10B$40.87B
Net Income $10.31B$9.27B$9.03B$5.25B$8.53B
Diluted EPS $25.68$22.70$21.80$12.39$19.24
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debt / Equity 0.00.00.00.00.0

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Institutional owners (13F) 2,354 filers · $78.4B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
166 (-58 vs prior Q) 86 (-9 vs prior Q) 831 (+69 vs prior Q) 788 (+4 vs prior Q) +18.5M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Berkshire Hathaway Inc $11,670,066,615 34,249,183 14.89% Shares
VANGUARD CAPITAL MANAGEMENT LLC $7,897,610,387 23,177,820 10.08% Shares
STATE STREET CORP $5,716,716,296 16,727,420 7.30% Shares
GQG Partners LLC $4,250,112,612 12,473,178 5.42% Shares
FMR LLC $3,387,369,474 9,941,215 4.32% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $3,031,393,751 8,896,501 3.87% Shares
GEODE CAPITAL MANAGEMENT, LLC $2,705,207,621 7,952,564 3.45% Shares
WELLINGTON MANAGEMENT GROUP LLP $1,975,782,253 5,798,504 2.52% Shares
Capital World Investors $1,902,824,301 5,584,363 2.43% Shares
AMERIPRISE FINANCIAL INC $1,633,868,723 4,794,005 2.09% Shares
Capital Research Global Investors $1,200,209,572 3,522,326 1.53% Shares
NORGES BANK $1,070,662,324 3,142,168 1.37% Shares
RAYMOND JAMES FINANCIAL INC $934,105,643 2,741,403 1.19% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $838,564,207 2,461,009 1.07% Shares
VANGUARD FIDUCIARY TRUST CO $686,507,959 2,014,756 0.88% Shares
UBS Group AG $646,453,632 1,897,205 0.83% Shares
DIMENSIONAL FUND ADVISORS LP $639,909,800 1,878,000 0.82% Shares
BANK OF AMERICA CORP /DE/ $503,788,860 1,478,514 0.64% Shares
ENVESTNET ASSET MANAGEMENT INC $442,788,360 1,299,490 0.57% Shares
Capital International Investors $399,796,078 1,173,294 0.51% Shares
Davis Selected Advisers $391,231,100 1,148,090 0.50% Shares
National Pension Service $391,173,268 1,148,011 0.50% Shares
Swiss National Bank $336,021,092 986,151 0.43% Shares
MYCIO WEALTH PARTNERS, LLC $335,658,204 985,086 0.43% Shares
LAZARD ASSET MANAGEMENT LLC $315,721,445 926,576 0.40% Shares
Sumitomo Mitsui Trust Group, Inc. $308,899,210 906,554 0.39% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $306,348,771 899,069 0.39% Shares
Troy Asset Management Ltd $295,140,810 866,176 0.38% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $294,660,602 904,061 0.38% Shares
BlackRock, Inc. $289,762,570 850,392 0.37% Shares
Legal & General Group Plc $278,107,901 816,188 0.35% Shares
Vanguard Global Advisers, LLC $271,250,507 796,063 0.35% Shares
Alphinity Investment Management Pty Ltd $266,842,013 783,125 0.34% Shares
LONDON CO OF VIRGINIA $251,928,940 739,329 0.32% Shares
GOLDMAN SACHS GROUP INC $248,347,275 728,847 0.32% Shares
ROYAL LONDON ASSET MANAGEMENT LTD $240,527,685 705,898 0.31% Shares
VANGUARD ASSET MANAGEMENT, Ltd $232,306,310 681,770 0.30% Shares
JONES FINANCIAL COMPANIES LLLP $230,445,528 674,922 0.29% Shares
Cullen Capital Management, LLC $229,894,839 674,693 0.29% Shares
TWO SIGMA ADVISERS, LP $229,000,259 733,693 0.29% Shares
Corient Private Wealth LP $228,553,520 670,755 0.29% Shares
Polar Capital Holdings Plc $228,426,303 670,383 0.29% Shares
AMERICAN CENTURY COMPANIES INC $225,951,606 663,120 0.29% Shares
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. $225,183,822 660,867 0.29% Shares
RHUMBLINE ADVISERS $218,362,124 640,847 0.28% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $212,752,945 624,385 0.27% Shares
California Public Employees Retirement System $212,507,271 623,664 0.27% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $207,037,851 648,956 0.26% Shares
NEW YORK STATE COMMON RETIREMENT FUND $197,809,792 580,530 0.25% Shares
LPL Financial LLC $196,486,585 576,647 0.25% Shares
ProShare Advisors LLC $192,313,997 564,401 0.25% Shares
BNP PARIBAS FINANCIAL MARKETS $192,284,352 564,314 0.25% Shares
CANADA PENSION PLAN INVESTMENT BOARD $192,215,182 564,111 0.25% Shares
DNB Asset Management AS $189,792,861 557,002 0.24% Shares
VANGUARD GROUP INC $188,403,435 603,625 0.24% Shares
Ensign Peak Advisors, Inc $186,586,839 547,593 0.24% Shares
PNC Financial Services Group, Inc. $186,269,610 546,662 0.24% Shares
JENNISON ASSOCIATES LLC $186,012,012 545,906 0.24% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $185,957,406 570,544 0.24% Shares
Fayez Sarofim & Co $180,564,984 529,920 0.23% Shares
Bank of New York Mellon Corp $180,494,748 529,714 0.23% Shares
Clark Capital Management Group, Inc. $179,379,630 526,441 0.23% Shares
Boston Partners $176,404,160 517,709 0.23% Shares
Davis Asset Management, L.P. $168,515,011 494,556 0.22% Shares
Prana Capital Management, LP $166,987,815 490,074 0.21% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $165,020,382 484,300 0.21% Put option
BARCLAYS PLC $161,783,352 474,800 0.21% Shares
Woodline Partners LP $160,393,474 470,721 0.20% Shares
CONFLUENCE INVESTMENT MANAGEMENT LLC $156,482,392 459,243 0.20% Shares
US BANCORP \DE\ $153,004,526 449,036 0.20% Shares
VICTORY CAPITAL MANAGEMENT INC $150,459,199 441,566 0.19% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $150,430,917 441,483 0.19% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $149,516,712 438,800 0.19% Call option
Holocene Advisors, LP $148,277,781 435,164 0.19% Shares
JANE STREET GROUP, LLC $147,063,384 431,600 0.19% Call option
NEUBERGER BERMAN GROUP LLC $145,586,911 427,267 0.19% Shares
PFA Pension, Forsikringsaktieselskab $138,106,991 405,315 0.18% Shares
Cannell & Spears LLC $137,793,176 404,394 0.18% Shares
CITADEL ADVISORS LLC $136,686,488 401,146 0.17% Shares
STOREBRAND ASSET MANAGEMENT AS $136,147,778 399,565 0.17% Shares
HUNTINGTON NATIONAL BANK $132,086,484 387,645 0.17% Shares
Caisse de depot et placement du Quebec $131,474,870 385,851 0.17% Shares
ALLIANCEBERNSTEIN L.P. $131,232,129 402,639 0.17% Shares
Welch & Forbes LLC $131,117,901 384,803 0.17% Shares
VIKING GLOBAL INVESTORS LP $128,565,291 377,312 0.16% Shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC $122,652,770 359,960 0.16% Shares
Korea Investment CORP $118,624,201 348,137 0.15% Shares
Vest Financial, LLC $118,585,356 348,023 0.15% Shares
D.A. DAVIDSON & CO. $115,396,623 338,664 0.15% Shares
TODD ASSET MANAGEMENT LLC $115,097,201 337,786 0.15% Shares
HSBC HOLDINGS PLC $114,824,932 333,551 0.15% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $114,338,537 336,303 0.15% Shares
Quantinno Capital Management LP $111,898,588 328,398 0.14% Shares
SEB Asset Management AB $109,738,294 322,059 0.14% Shares
Robeco Institutional Asset Management B.V. $106,950,112 313,876 0.14% Shares
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $105,817,148 310,551 0.14% Shares
AVIVA PLC $105,600,437 309,915 0.13% Shares
Cerity Partners LLC $98,873,238 290,173 0.13% Shares
APG Asset Management N.V. $98,104,986 329,176 0.13% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $97,620,988 286,497 0.12% Shares

Company insiders 57 insiders · 22 officers · 34 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Evan G Greenberg Chairman & CEO May 21, 2026 F 461,791 0 2 $-9,993,156
John W Keogh President &COO May 28, 2026 G 140,970 0 2 $-7,394,762
Joseph F Wayland Executive Vice President and* July 28, 2026 S 33,749 0 3 $-7,403,379
Juan Luis Ortega Executive Vice President* June 8, 2026 M 28,859 0 3 $-2,790,762
Paul Mcnamee Executive Vice President* May 21, 2026 F 18,649 0 0 $0
Frances D. O'Brien Chief Risk Officer May 21, 2026 F 40,861 0 0 $0
Bryce L. Johns Senior Vice President,* May 21, 2026 D 24,527 0 1 $-504,930
Peter C. Enns Executive Vice President and* May 21, 2026 F 29,713 0 0 $0
Timothy Alan Boroughs Executive Vice President* May 21, 2026 F 5,588 0 4 $-12,619,078
George F. Ohsiek Chief Accounting Officer March 6, 2026 S 17,087 0 3 $-1,923,097
John J Lupica Vice Chrm, Chubb Group* Nov. 14, 2025 S 74,225 0 2 $-11,513,507
Annmarie T Hagan Chief Accounting Officer May 16, 2024 M 7,718 0 0 $0
Sean Ringsted EVP, Chief Risk Officer and* Feb. 23, 2023 A 224,495 0 0 $0
Paul J Krump Vice Chairman, Chubb Group* May 18, 2022 F 84,039 0 0 $0
Philip V Bancroft Executive Vice President* May 19, 2021 F 255,671 0 0 $0
Paul Bennett Medini Chief Accounting Officer Feb. 28, 2020 F 94,361 0 0 $0
Juan C Andrade Executive Vice President* May 30, 2019 S 113,479 0 0 $0
Robert Cusumano General Counsel July 26, 2013 G 58,722 0 0 $0
Brian Edward Dowd Vice Chairman; Chairman,* May 18, 2011 F 193,180 0 0 $0
Gary T Schmalzriedt Subsidiary Chairman Sept. 29, 2006 A 98,758 0 0 $0
Donald Kramer Executive* Feb. 28, 2005 F 500,116 0 0 $0
Peter Mear General Counsel and Secretary Feb. 23, 2005 A 103,374 0 0 $0
Fred Hu Director May 21, 2026 F 1,713 0 0 $0
Frances F Townsend Director May 21, 2026 F 5,314 0 0 $0
Theodore Shasta Director May 21, 2026 F 16,069 0 0 $0
Michael Corbat Director May 21, 2026 F 2,938 0 0 $0
Olivier Steimer Director May 21, 2026 F 26,120 0 1 $-658,600
Robert W Scully Director May 21, 2026 F 20,397 0 0 $0
Nancy Buese Director May 21, 2026 F 3,746 0 0 $0
Nelson Chai Director May 21, 2026 F 1,797 0 0 $0
David H Sidwell Director May 21, 2026 F 15,321 0 0 $0
CONNORS MICHAEL P Director May 21, 2026 F 18,303 0 0 $0
Robert J Hugin Director May 21, 2026 A 21,626 0 0 $0
Sheila P Burke Director May 21, 2026 F 8,587 0 0 $0
Michael G Atieh Director May 21, 2026 S 40,014 0 1 $-190,468
Kathleen Bonanno Director May 16, 2024 F 1,415 0 0 $0
Luis Tellez Director May 17, 2023 F 1,511 0 0 $0
Mary A Cirillo Director May 17, 2023 F 44,542 0 0 $0
Eugene B. Shanks JR Director May 19, 2022 F 12,181 0 0 $0
John A Edwardson Director May 20, 2021 F 12,201 0 0 $0
James I Cash Director May 20, 2021 F 5,046 0 0 $0
Kimberly A. Ross Director May 20, 2020 F 8,734 0 0 $0
Robert M Hernandez Director May 20, 2020 F 27,937 0 0 $0
James M Zimmerman Director May 16, 2019 F 6,100 0 0 $0
Leo F Mullin Director May 17, 2018 F 19,708 0 0 $0
Lawrence W Kellner Director May 19, 2016 A 1,883 0 0 $0
Peter Menikoff Director May 19, 2016 F 57,983 0 0 $0
Thomas J Neff Director May 16, 2013 F 52,968 0 0 $0
RIPP ROBERT Director May 16, 2013 F 47,312 0 0 $0
Bruce L Crockett Director Jan. 13, 2012 M 34,708 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 123 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
KBWP · Invesco Exchange-Traded Fund Trust … 7.58% 62,912 SH Aug. 21, 2026 Daily
DFNL · Davis Fundamental ETF Trust 4.48% 64,362 NS April 30, 2026 N-PORT
FMCX · Northern Lights Fund Trust IV 2.68% 10,116 NS May 31, 2026 N-PORT
ESN · Northern Lights Fund Trust II 2.30% 20,563 NS May 31, 2026 N-PORT
IYF · iShares Trust 1.84% 227,326 SH Aug. 21, 2026 Daily
USMV · iShares Trust 1.48% 1,041,061 SH Aug. 21, 2026 Daily
VFH · VANGUARD WORLD FUND 1.39% 569,474 SH Aug. 19, 2026 Daily
PWV · Invesco Exchange-Traded Fund Trust 1.37% 74,084 SH Aug. 21, 2026 Daily
VFMV · VANGUARD WELLINGTON FUND 1.25% 15,392 SH Aug. 19, 2026 Daily
RSPF · Invesco Exchange-Traded Fund Trust 1.24% 11,222 SH Aug. 21, 2026 Daily
ESMV · iShares Trust 1.24% 286 SH Aug. 21, 2026 Daily
SPVM · Invesco Exchange-Traded Fund Trust 1.17% 4,688 SH Aug. 21, 2026 Daily
FAS · Direxion Shares ETF Trust 1.16% 69,588 NS April 30, 2026 N-PORT
SPGP · Invesco Exchange-Traded Fund Trust 1.13% 75,235 SH Aug. 21, 2026 Daily
SPLV · Invesco Exchange-Traded Fund Trust … 1.13% 233,214 SH Aug. 21, 2026 Daily
ACWV · iShares, Inc. 0.96% 94,841 SH Aug. 21, 2026 Daily
SPVU · Invesco Exchange-Traded Fund Trust … 0.85% 3,665 NS May 31, 2026 N-PORT
OUSA · ALPS ETF Trust 0.80% 19,098 NS May 31, 2026 N-PORT
IXG · iShares Trust 0.78% 15,706 SH Aug. 21, 2026 Daily
AVIE · AMERICAN CENTURY ETF TRUST 0.70% 232 NS May 31, 2026 N-PORT
XOEF · iShares Trust 0.68% 454 SH Aug. 21, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.61% 15,063 SH Aug. 19, 2026 Daily
LSVD · ADVISORS' INNER CIRCLE FUND 0.59% 10,958 NS April 30, 2026 N-PORT
MGV · VANGUARD WORLD FUND 0.56% 219,403 SH Aug. 19, 2026 Daily
VIG · VANGUARD SPECIALIZED FUNDS 0.54% 2,037,820 SH Aug. 19, 2026 Daily
DFLV · Dimensional ETF Trust 0.50% 90,116 NS April 30, 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0.50% 1,404,489 SH Aug. 19, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.48% 13,461 SH Aug. 21, 2026 Daily
USXF · iShares Trust 0.47% 20,464 SH Aug. 21, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.47% 11,039 SH Aug. 21, 2026 Daily
VTV · VANGUARD INDEX FUNDS 0.45% 3,319,436 SH Aug. 19, 2026 Daily
IWX · iShares Trust 0.45% 51,907 SH Aug. 21, 2026 Daily
RPV · Invesco Exchange-Traded Fund Trust 0.45% 22,467 SH Aug. 21, 2026 Daily
AVLV · AMERICAN CENTURY ETF TRUST 0.44% 181,918 NS May 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.42% 185,959 NS April 30, 2026 N-PORT
VOOV · VANGUARD ADMIRAL FUNDS 0.42% 83,035 SH Aug. 19, 2026 Daily
IVE · iShares Trust 0.41% 597,393 SH Aug. 21, 2026 Daily
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0.41% 2,454 NS May 31, 2026 N-PORT
IUSV · iShares Trust 0.39% 313,842 SH Aug. 21, 2026 Daily
ACVF · ETF Opportunities Trust 0.39% 1,719 NS April 30, 2026 N-PORT
ILCV · iShares Trust 0.35% 13,834 SH Aug. 21, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.34% 212,382 SH Aug. 19, 2026 Daily
DSI · iShares Trust 0.34% 53,957 SH Aug. 21, 2026 Daily
QUAL · iShares Trust 0.33% 460,194 SH Aug. 21, 2026 Daily
PFIG · Invesco Exchange-Traded Fund Trust … 0.33% 420,000 Aug. 21, 2026 Daily
IWD · iShares Trust 0.32% 781,078 SH Aug. 21, 2026 Daily
RWL · Invesco Exchange-Traded Fund Trust … 0.31% 90,244 SH Aug. 21, 2026 Daily
DGRO · iShares Trust 0.31% 395,377 SH Aug. 21, 2026 Daily
EGLE · Global X Funds 0.30% 19 NS April 30, 2026 N-PORT
QRFT · Exchange Listed Funds Trust 0.29% 130 NS April 30, 2026 N-PORT