CB RSI Chart
Last 7 days
0.7%
Last 30 days
-0.6%
Last 90 days
3%
Trailing 12 Months
24.9%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 51.6B | 0 | 0 | 0 |
2023 | 44.5B | 46.5B | 48.2B | 49.7B |
2022 | 40.5B | 40.8B | 42.0B | 43.1B |
2021 | 38.3B | 38.9B | 40.3B | 40.9B |
2020 | 34.0B | 34.5B | 34.9B | 36.0B |
2019 | 32.8B | 32.8B | 33.1B | 34.2B |
2018 | 32.6B | 33.0B | 33.1B | 32.7B |
2017 | 32.1B | 32.3B | 32.4B | 32.2B |
2016 | 21.5B | 24.3B | 28.0B | 31.5B |
2015 | 19.0B | 19.0B | 19.0B | 19.0B |
2014 | 19.1B | 19.4B | 19.0B | 19.0B |
2013 | 18.2B | 19.1B | 19.1B | 19.2B |
2012 | 17.2B | 16.9B | 17.7B | 17.9B |
2011 | 15.4B | 15.7B | 16.2B | 16.8B |
2010 | 15.4B | 15.7B | 15.9B | 0 |
2009 | 14.1B | 13.8B | 13.9B | 15.1B |
2008 | 0 | 14.0B | 13.8B | 13.6B |
2007 | 0 | 0 | 0 | 14.2B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed S&P 500 Index
Grufity's Fair Value model takes all the S&P 500 stocks and divides them into separate buckets based on their attractiveness. The 'Very Cheap' bucket of S&P 500 has greatly outperformed S&P 500 Index. Conversely, S&P500 stocks considered 'Very Expensive' by the model underperformed the S&P500 index in the past three years. Grufity Fair Value is available for 2300+ stocks, including 90% of S&P 500 stocks. Grufity's Fair Value Model separates high-return stocks from low-return stocks.
Returns of $10,000 invested in:
Very Cheap Stocks: $17,289
S&P 500 Index: $12,922
Very Expensive Stocks: $11,022
Grufity's Fair Value model does a great job in separating High Performing Stocks from Low Performing ones in the S&P 500 list.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Apr 25, 2024 | greenberg evan g | gifted | - | - | -1,029 | chairman & ceo |
Apr 01, 2024 | enns peter c. | sold (taxes) | -446,332 | 257 | -1,734 | executive vice president and* |
Mar 20, 2024 | boroughs timothy alan | sold | -920,618 | 259 | -3,553 | executive vice president* |
Mar 20, 2024 | boroughs timothy alan | sold | -402,502 | 259 | -1,554 | executive vice president* |
Mar 20, 2024 | boroughs timothy alan | sold | -152,698 | 258 | -590 | executive vice president* |
Mar 20, 2024 | boroughs timothy alan | sold | -3,701,340 | 258 | -14,303 | executive vice president* |
Mar 19, 2024 | lupica john j | acquired | 2,924,480 | 114 | 25,479 | vice chrm, chubb group* |
Mar 19, 2024 | lupica john j | sold | -8,923,570 | 258 | -34,464 | vice chrm, chubb group* |
Mar 15, 2024 | wayland joseph f | sold | -6,925,780 | 257 | -26,946 | executive vice president and* |
Mar 15, 2024 | wayland joseph f | acquired | 3,199,560 | 116 | 27,424 | executive vice president and* |
Which funds bought or sold CB recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 07, 2024 | CIM INVESTMENT MANAGEMENT INC | unchanged | - | 115,922 | 906,696 | 0.27% |
May 07, 2024 | CLARK ESTATES INC/NY | new | - | 207,304 | 207,304 | 0.03% |
May 07, 2024 | Nelson Capital Management, LLC | added | 2.98 | 383,515 | 2,504,940 | 0.48% |
May 07, 2024 | WestEnd Advisors, LLC | new | - | 518 | 518 | -% |
May 07, 2024 | OPPENHEIMER & CO INC | added | 3.51 | 1,058,540 | 6,725,720 | 0.11% |
May 07, 2024 | Americana Partners, LLC | new | - | 382,735 | 382,735 | 0.03% |
May 07, 2024 | TCI Wealth Advisors, Inc. | added | 1.37 | 37,553 | 268,977 | 0.03% |
May 07, 2024 | OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | added | 116 | 1,494,470 | 2,505,820 | 0.15% |
May 07, 2024 | Headlands Technologies LLC | new | - | 1,296,170 | 1,296,170 | 0.31% |
May 07, 2024 | TECTONIC ADVISORS LLC | added | 0.35 | 48,715 | 371,434 | 0.03% |
Unveiling Chubb Ltd's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Chubb Ltd)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
ARGO | 1.0T | 1.3B | -4.9K | 773.83 | ||||
AJG | 53.5B | 10.6B | 49.03 | 5.04 | ||||
AIG | 53.0B | 48.4B | 10.98 | 1.1 | ||||
TRV | 49.8B | 42.9B | 15.85 | 1.16 | ||||
AFL | 48.2B | 19.3B | 9.01 | 2.49 | ||||
ACGL | 37.0B | 13.6B | 8.33 | 2.72 | ||||
AFG | 11.0B | 8.0B | 12.42 | 1.37 | ||||
MID-CAP | ||||||||
UNM | 10.0B | 12.6B | 7.54 | 0.79 | ||||
AIZ | 9.2B | 11.1B | 14.28 | 0.82 | ||||
LNC | 5.0B | 11.9B | 3.69 | 0.42 | ||||
AEL | 4.5B | 2.8B | 21.34 | 1.58 | ||||
SMALL-CAP | ||||||||
BRP | 1.9B | 1.3B | -35.69 | 1.53 | ||||
AMSF | 908.7M | 308.9M | 14.73 | 2.94 | ||||
AMBC | 828.5M | 314.0M | 14.41 | 2.64 | ||||
AAME | 37.3M | 186.8M | -218.34 | 0.2 |
Chubb Ltd News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | -0.8% | 12,894 | 12,992 | 13,853 | 11,833 | 11,057 | 11,443 | 12,122 | 9,901 | 9,631 | 10,389 | 10,845 | 9,664 | 9,971 | 9,848 | 9,464 | 8,985 | 7,697 | 8,738 | 9,045 | 8,527 | 7,876 |
S&GA Expenses | 2.1% | 1,070 | 1,048 | 1,060 | 969 | 930 | 916 | 883 | 818 | 778 | 810 | 806 | 775 | 744 | 778 | 733 | 727 | 741 | 810 | 752 | 758 | 710 |
EBITDA Margin | -3.4% | 0.20* | 0.21* | 0.19* | 0.17* | 0.16* | 0.16* | 0.21* | 0.23* | 0.25* | 0.25* | 0.26* | 0.25* | 0.18* | - | - | - | - | - | - | - | - |
Interest Expenses | 2.9% | 178 | 173 | 174 | 165 | 160 | 154 | 150 | 134 | 132 | 858 | -122 | -122 | -122 | 906 | -130 | -128 | -132 | 970 | -138 | -140 | -140 |
Income Taxes | 150.4% | 342 | -678 | 413 | 392 | 384 | 332 | 263 | 291 | 353 | 396 | 218 | 317 | 338 | 334 | 142 | -62.00 | 215 | 169 | 230 | 208 | 188 |
Earnings Before Taxes | 0.9% | 2,636 | 2,612 | 2,453 | 2,185 | 2,276 | 1,643 | 1,055 | 1,481 | 2,306 | 2,523 | 2,051 | 2,582 | 2,638 | 2,752 | 1,336 | -393 | 467 | 1,342 | 1,321 | 1,358 | 1,228 |
EBT Margin | 0.1% | 0.19* | 0.19* | 0.18* | 0.15* | 0.14* | 0.15* | 0.18* | 0.21* | 0.23* | 0.24* | 0.25* | 0.24* | 0.17* | - | - | - | - | - | - | - | - |
Net Income | -35.1% | 2,143 | 3,300 | 2,043 | 1,793 | 1,892 | 1,311 | 792 | 1,190 | 1,953 | 2,127 | 1,833 | 2,265 | 2,300 | 2,418 | 1,194 | -331 | 252 | 1,173 | 1,091 | 1,150 | 1,040 |
Net Income Margin | -0.9% | 0.18* | 0.18* | 0.15* | 0.12* | 0.12* | 0.12* | 0.14* | 0.17* | 0.20* | 0.21* | 0.22* | 0.21* | 0.15* | - | - | - | - | - | - | - | - |
Free Cashflow | 1.1% | 3,220 | 3,186 | 4,680 | 2,515 | 2,251 | 2,658 | 3,434 | 2,722 | 2,444 | 2,602 | 3,322 | 3,122 | 2,105 | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | 1.8% | 234,867 | 230,682 | 222,748 | 20,397 | 201,415 | 199,017 | 198,111 | 198,051 | 197,990 | 200,054 | 199,054 | 197,174 | 191,977 | 190,774 | 187,786 | 181,474 | 173,127 | 176,943 | 175,148 | 174,516 | 171,347 |
Cash Equivalents | 1.1% | 2,651 | 2,621 | 2,778 | 2,285 | 2,382 | 2,127 | 2,264 | 7,239 | 1,914 | 1,811 | 1,796 | 1,998 | 1,841 | 1,836 | 1,873 | 1,709 | 1,658 | 1,646 | 1,589 | 1,368 | 1,393 |
Goodwill | 0.1% | 19,696 | 19,686 | 19,554 | 3,394 | 16,175 | 16,228 | 16,107 | 1,189 | 15,244 | 15,213 | 15,387 | 15,506 | 15,412 | 15,400 | 15,254 | 15,184 | 14,971 | 15,296 | 15,230 | 15,300 | 15,328 |
Liabilities | 2.1% | 170,436 | 166,991 | 165,244 | 156,836 | 148,428 | 148,498 | 150,472 | 145,882 | 141,292 | 140,340 | 139,736 | 137,112 | 132,901 | 131,333 | 131,373 | 126,714 | 120,930 | 121,612 | 120,576 | 120,714 | 118,992 |
Short Term Borrowings | 55.1% | 2,265 | 1,460 | 700 | 699 | - | 475 | 1,475 | 1,474 | 1,474 | 999 | - | - | - | - | 1,300 | 1,300 | 1,300 | 1,299 | 10.00 | 9.00 | 509 |
Long Term Debt | 1.6% | 13,248 | 13,035 | 13,736 | 13,782 | 14,375 | 14,402 | 14,044 | 14,311 | 14,585 | 15,169 | 14,823 | 14,954 | 14,879 | 14,948 | 14,830 | 13,656 | 13,510 | 13,559 | 13,285 | 13,371 | 12,071 |
Shareholder's Equity | 1.7% | 60,535 | 59,507 | 52,373 | 4,428 | 52,987 | 50,519 | 47,675 | 5,380 | 55,716 | 58,328 | 59,318 | 11,064 | 2,761 | 59,441 | 56,413 | 54,760 | 11,121 | 55,331 | 54,572 | 53,802 | 52,355 |
Retained Earnings | 3.9% | 56,953 | 54,810 | 51,510 | 49,467 | 50,197 | 48,305 | 47,022 | 48,363 | 47,148 | 47,365 | 45,224 | 43,902 | 41,637 | 39,337 | 36,919 | 35,991 | 36,331 | 36,142 | 34,969 | 33,878 | 32,728 |
Additional Paid-In Capital | -3.0% | 15,188 | 15,665 | 15,887 | 16,163 | 6,680 | 7,166 | 7,429 | 7,707 | 7,988 | 8,478 | 8,752 | 9,046 | 9,318 | 9,815 | 10,115 | 10,416 | 10,710 | 11,203 | 11,465 | 11,757 | 12,051 |
Shares Outstanding | 0.2% | 406 | 405 | 408 | 411 | 414 | 415 | 415 | 418 | 424 | 427 | 431 | 439 | 450 | - | - | - | - | - | - | - | - |
Minority Interest | -6.9% | 3,896 | 4,184 | 5,131 | 5,210 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Float | - | - | - | - | 79,000 | - | - | - | 82,000 | - | - | - | 69,000 | - | - | - | 57,000 | - | - | - | 67,000 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | 1.1% | 3,220 | 3,186 | 4,680 | 2,515 | 2,251 | 2,658 | 3,434 | 2,722 | 2,444 | 2,602 | 3,322 | 3,122 | 2,105 | 2,544 | 3,544 | 1,985 | 1,712 | 1,429 | 2,205 | 1,386 | 1,322 |
Cashflow From Investing | -69.2% | -3,746 | -2,214 | -3,172 | -1,692 | -570 | -452 | -6,327 | 2,120 | -995 | -2,908 | -1,726 | -773 | -1,252 | -792 | -4,035 | -1,684 | -1,010 | -2,344 | -1,274 | -1,614 | -673 |
Cashflow From Financing | 148.3% | 562 | -1,164 | -1,013 | -888 | -1,424 | -2,412 | -2,005 | 581 | -1,306 | 394 | -1,783 | -2,210 | -812 | -1,848 | 664 | -253 | -645 | 973 | -693 | 199 | -630 |
Dividend Payments | -0.3% | 349 | 350 | 356 | 343 | 345 | 345 | 349 | 340 | 341 | 345 | 353 | 351 | 352 | 353 | 357 | 339 | 339 | 340 | 343 | 335 | 336 |
Buy Backs | -28.2% | 404 | 563 | 581 | 722 | 545 | 111 | 656 | 1,126 | 1,001 | 920 | 1,501 | 1,921 | 519 | 190 | - | 10.00 | 323 | 327 | 462 | 374 | 367 |
Consolidated Statements Of Operations and Comprehensive Income (Unaudited) - USD ($) $ in Millions | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
Revenues | ||
Net premiums written | $ 12,221 | $ 10,710 |
Increase in unearned premiums | (638) | (568) |
Net premiums earned | 11,583 | 10,142 |
Net investment income | 1,391 | 1,107 |
Net realized gains (losses) | (101) | (77) |
Market risk benefits gains (losses) | 21 | (115) |
Total revenues | 12,894 | 11,057 |
Expenses | ||
Losses and loss expenses | 5,727 | 5,148 |
Policy benefits (includes remeasurement gains (losses) of $(19) and $1) | 1,180 | 797 |
Policy acquisition costs | 2,207 | 1,948 |
Administrative expenses | 1,070 | 930 |
Interest expense | 178 | 160 |
Other (income) expense | (191) | (296) |
Amortization of purchased intangibles | 80 | 72 |
Cigna integration expenses | 7 | 22 |
Total expenses | 10,258 | 8,781 |
Income before income tax | 2,636 | 2,276 |
Income tax expense | 342 | 384 |
Net Income | 2,294 | 1,892 |
Net income attributable to noncontrolling interests | 151 | 0 |
Net income attributable to Chubb | 2,143 | 1,892 |
Other comprehensive income (loss): | ||
Change in unrealized appreciation (depreciation) | (677) | 1,786 |
Current discount rate on future policy benefits | (53) | (151) |
Instrument-specific credit risk on market risk benefits | 5 | (3) |
Cumulative foreign currency translation adjustment | 80 | (177) |
Other, including postretirement benefit liability adjustment | 31 | (33) |
Other comprehensive income (loss), before income tax | (614) | 1,422 |
Income tax (expense) benefit related to OCI items | 9 | (132) |
Other comprehensive income (loss) | (605) | 1,290 |
Comprehensive income | 1,689 | 3,182 |
Comprehensive income attributable to noncontrolling interests | 123 | 0 |
Comprehensive income attributable to Chubb | $ 1,566 | $ 3,182 |
Earnings per share | ||
Basic earnings per share attributable to Chubb | $ 5.28 | $ 4.57 |
Diluted earnings per share attributable to Chubb | $ 5.23 | $ 4.53 |
Consolidated Balance Sheets (Unaudited) - USD ($) $ in Millions | Mar. 31, 2024 | Dec. 31, 2023 | ||
---|---|---|---|---|
Assets | ||||
Short-term investments, at fair value (amortized cost – $5,108 and $4,551) (includes variable interest entities (VIE) balances of $65 and $217) | $ 5,107 | $ 4,551 | ||
Fixed maturities available-for-sale, at fair value, net of valuation allowance - $115 and $156 (amortized cost – $113,479 and $111,128) | 108,289 | 106,571 | ||
Private debt held-for-investment, at amortized cost, net of valuation allowance - $5 and $4 | 2,708 | 2,553 | ||
Equity securities, at fair value (includes VIE balances of $1,163 and $1,078) | 3,769 | 3,455 | ||
Private equities (includes VIE balances of $22 and $21) | 14,281 | 14,078 | ||
Other investments (includes VIE balances of $4,408 and $3,773) | 6,216 | 5,527 | ||
Total investments | 140,370 | 136,735 | ||
Cash, including restricted cash $143 and $172 (includes VIE balances of $127 and $117) | 2,651 | 2,621 | ||
Securities lending collateral | 1,708 | 1,299 | ||
Accrued investment income | 1,090 | 1,086 | ||
Insurance and reinsurance balances receivable, net of valuation allowance - $47 and $53 | 13,991 | 13,379 | ||
Reinsurance recoverable on losses and loss expenses, net of valuation allowance - $375 and $367 | [1] | 19,109 | 19,952 | |
Reinsurance recoverable on policy benefits | [1] | 272 | 280 | |
Deferred policy acquisition costs | 7,537 | 7,152 | ||
Value of business acquired | 3,617 | 3,674 | ||
Goodwill | 19,696 | 19,686 | ||
Other intangible assets | 6,709 | 6,775 | ||
Deferred tax assets | 1,761 | 1,741 | ||
Prepaid reinsurance premiums | 3,241 | 3,221 | ||
Separate account assets | 5,864 | 5,573 | ||
Other assets (includes VIE balances of $14 and $33) | 7,251 | 7,508 | ||
Total assets | 234,867 | 230,682 | ||
Liabilities | ||||
Unpaid losses and loss expenses | 80,341 | 80,122 | ||
Unearned premiums | 22,728 | 22,051 | ||
Future policy benefits | 14,375 | 13,888 | ||
Market risk benefits | 611 | 771 | ||
Policyholders' account balances | 7,560 | 7,462 | ||
Separate account liabilities | 5,864 | 5,573 | ||
Insurance and reinsurance balances payable | 8,505 | 8,302 | ||
Securities lending payable | 1,708 | 1,299 | ||
Accounts payable, accrued expenses, and other liabilities (includes VIE balances of $68 and $18) | 8,357 | 8,332 | ||
Deferred tax liabilities | 1,543 | 1,555 | ||
Repurchase agreements (includes VIE balances of $1,229 and $1,009) | 3,022 | 2,833 | ||
Short-term debt | 2,265 | 1,460 | ||
Long-term debt | 13,248 | 13,035 | ||
Trust preferred securities | 309 | 308 | ||
Total liabilities | 170,436 | 166,991 | ||
Commitments and contingencies (refer to Note 12) | ||||
Shareholders’ equity | ||||
Common Shares (CHF 0.50 par value; 431,451,586 shares issued; 406,033,066 and 405,269,637 shares outstanding) | 241 | 241 | ||
Common Shares in treasury (25,418,520 and 26,181,949 shares) | (4,461) | (4,400) | ||
Additional paid-in capital | 15,188 | 15,665 | ||
Retained earnings | 56,953 | 54,810 | ||
Accumulated other comprehensive income (loss) (AOCI) | (7,386) | (6,809) | ||
Total Chubb shareholders’ equity | 60,535 | 59,507 | ||
Noncontrolling interests (includes VIE balances of $2,943 and $2,705) | 3,896 | 4,184 | ||
Total shareholders' equity | 64,431 | 63,691 | ||
Total liabilities and shareholders’ equity | $ 234,867 | $ 230,682 | ||
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