Legacy Advisors 13F: Exits Chubb (CB) Stake
Key Points
- Legacy Advisors closed its Chubb Limited position by selling all 2,008 shares in a filing on October 19, 2026.
- Chubb Limited trades around $356.18, sitting well above its 200-day moving average of $331.95.
- Several Wall Street firms recently updated their targets, with a consensus buy rating backing the property and casualty insurer.
Since the filing, $CB is up 0.4% to date (from the $356.27 close on Oct 19, 2026).
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Legacy Advisors completely exited its position in Chubb Limited (NYSE: CB), selling its remaining 2,008 shares during the period. The move was disclosed in a Form 13F filing with the SEC on October 19, 2026. Chubb Limited closed at $356.27 on the day of the filing.
CB
Chubb Limited
What Changed in Legacy Advisors's Chubb Limited Position
Legacy Advisors held 2,008 shares of Chubb Limited prior to the filing. By closing the position entirely, the firm reduced its holdings by 2,008 shares, dropping the stake to zero and executing a complete exit.
Other Institutional Activity in Chubb Limited
Other institutional investors have adjusted their stakes in Chubb Limited recently. Silvercrest Asset Management Group grew its holdings by 10,132 shares, ending with 146,741 shares worth about $50,000,526.91. Tidal Investments grew its holdings by 51,409 shares, ending with 279,581 shares worth about $95,264,427.21. Royal London Asset Management grew its holdings by 326,291 shares, ending with 534,858 shares worth about $182,247,509.70. Amundi cut its holdings by 60,177 shares, ending with 1,603,392 shares worth about $546,339,774.42. Zwj Investment Counsel grew its holdings by 5,670 shares, ending with 205,424 shares worth about $66,814,123.00.
Chubb Limited Stock Holds Steady
Chubb Limited recently traded around $356.18, putting the stock down about 2.7% from its 52-week high of $365.91. The shares are trading well above their 50-day moving average of $340.91 and their 200-day moving average of $331.96. The insurer has a market capitalization of roughly $138.02 billion.
Recent Earnings
Chubb Limited generated $61.90 billion in revenue over the trailing twelve months and reported earnings of $28.23 per share.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
6 analysts raised price targets.
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EPS & revenue
EPS met estimates. Revenue beat estimates by 22.6%.
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Profit surprise
Operating income met by 0 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
6 target raises.
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Earnings quality
Gross margin up 24.6 points. Operating margin down 12.4 points. Positive free cash flow.
Earnings Call Summary
Chubb had an excellent first quarter with total net premiums of 14.8 billion dollars, up 10.7 percent year over year. Core operating earnings reached 2.7 billion dollars or 6.82 dollars per share, well above the prior year quarter which was hurt by California wildfires. The company delivered a P&C combined ratio of 84 percent and grew tangible book value per share by 21.5 percent. Management highlighted strong international retail growth of over 15 percent, North America personal lines growth of 8.3 percent, and challenging property pricing conditions in shared and layered business where they strategically reduced exposure. Evan Greenberg noted that soft property pricing in certain markets is being driven by excessive capital chasing finite business, particularly through volume-incentive MGAs and alternative capital seeking returns, creating what he called dumb pricing.
Guidance Management did not provide specific forward guidance for full year or next quarter. Evan Greenberg stated confidence in continuing strong growth in operating earnings, double-digit growth in earnings per share, and tangible book value growth. He noted the company remains confident despite global uncertainty, particularly from Middle East geopolitical tensions and their potential impact on inflation and supply chains.
Solid report. Results were generally better than expected, but the forward outlook did not materially change.
Dividend
Chubb Limited pays an annual dividend of $4.08 per share, which translates to a 1.14% dividend yield based on recent trading levels.
Insider Buying and Selling at Chubb Limited
Insiders have been active in Chubb Limited shares over the past several months. President John W Keogh sold 23,000 shares on May 27, 2026, for a total value of $7,394,740.00. Officer Juan Luis Ortega sold 3,886 shares on June 8, 2026, at $322.08 per share, totaling $1,251,603.00. General Counsel Joseph F Wayland sold 8,502 shares on July 28, 2026, at $364.54 per share, totaling $3,099,319.00. Director Michael P Connors sold 5,500 shares on August 21, 2026, at $345.00 per share, totaling $1,897,500.00.
Analysts Set New Price Targets
Wall Street firms have kept a close eye on Chubb Limited with several rating updates. On October 7, 2026, Mizuho maintained its Neutral rating with a target of $336.00, down from $347.00. On October 7, 2026, Cantor Fitzgerald maintained a Neutral rating while raising its target to $333.00 from $330.00. On October 9, 2026, JP Morgan maintained a Neutral rating and adjusted its target from $374.00 down to $371.00. On October 12, 2026, Wells Fargo maintained an Equal-Weight rating with a target of $343.00, lowered from $356.00. On October 12, 2026, Keefe, Bruyette & Woods maintained its Outperform rating, lowering its target slightly from $389.00 to $387.00. The stock holds a consensus buy rating across 23 analyst opinions, with a mean target price of $367.43.
About Chubb Limited
Headquartered in Zurich, Switzerland, Chubb Limited provides property, casualty, and specialty insurance products to commercial and personal customers globally. The company operates through a sprawling international network across North America, Europe, and Asia, insuring a wide spectrum of corporate and individual risks.
Bottom Line
Legacy Advisors chose to eliminate its small stake in Chubb Limited entirely during the period. Investors tracking the property and casualty insurer should watch upcoming earnings reports and analyst sentiment as the stock trades near its 52-week highs.
Related Filing Alerts
Source: Legacy Advisors's 13F filing on $CB (Oct 19, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts