CB RSI Chart
Last 7 days
-0.2%
Last 30 days
-4.9%
Last 90 days
0.7%
Trailing 12 Months
20.8%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
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 01, 2024 | enns peter c. | sold (taxes) | -446,332 | 257 | -1,734 | executive vice president and* |
Mar 20, 2024 | boroughs timothy alan | sold | -3,701,340 | 258 | -14,303 | executive vice president* |
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 19, 2024 | lupica john j | sold | -8,923,570 | 258 | -34,464 | vice chrm, chubb group* |
Mar 19, 2024 | lupica john j | acquired | 2,924,480 | 114 | 25,479 | vice chrm, chubb group* |
Mar 15, 2024 | wayland joseph f | acquired | 3,199,560 | 116 | 27,424 | executive vice president and* |
Mar 15, 2024 | wayland joseph f | sold | -6,925,780 | 257 | -26,946 | executive vice president and* |
Mar 05, 2024 | keogh john w | gifted | - | - | -10,119 | president & coo |
Which funds bought or sold CB recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Apr 24, 2024 | DekaBank Deutsche Girozentrale | added | 6.53 | 16,394,000 | 89,790,000 | 0.17% |
Apr 24, 2024 | PSI Advisors, LLC | unchanged | - | 166 | 1,296 | -% |
Apr 24, 2024 | BAR HARBOR WEALTH MANAGEMENT | added | 0.99 | 789,094 | 5,786,630 | 0.39% |
Apr 24, 2024 | West Branch Capital LLC | added | 0.38 | 17,779 | 135,915 | 0.06% |
Apr 24, 2024 | Callahan Advisors, LLC | added | 2.9 | 3,668,210 | 24,063,700 | 2.52% |
Apr 24, 2024 | RAYMOND JAMES TRUST N.A. | added | 0.11 | 1,566,550 | 12,164,600 | 0.30% |
Apr 24, 2024 | BROWN ADVISORY INC | reduced | -14.96 | -615,100 | 24,000,500 | 0.03% |
Apr 24, 2024 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | unchanged | - | 15,737 | 123,087 | 0.03% |
Apr 24, 2024 | Essex Financial Services, Inc. | added | 7.6 | 217,420 | 1,147,790 | 0.11% |
Apr 24, 2024 | Berkshire Bank | reduced | -4.82 | 363,748 | 4,345,870 | 1.08% |
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 | -4.8K | 757.88 | ||||
AJG | 51.4B | 10.1B | 52.97 | 5.1 | ||||
AIG | 50.8B | 46.8B | 13.95 | 1.09 | ||||
TRV | 49.0B | 42.9B | 15.6 | 1.14 | ||||
AFL | 48.3B | 18.7B | 10.37 | 2.58 | ||||
ACGL | 34.8B | 13.6B | 7.84 | 2.55 | ||||
AFG | 10.8B | 7.8B | 12.64 | 1.38 | ||||
MID-CAP | ||||||||
UNM | 9.8B | 12.4B | 7.66 | 0.79 | ||||
AIZ | 9.0B | 11.1B | 14.04 | 0.81 | ||||
LNC | 4.7B | 11.6B | -6.31 | 0.41 | ||||
AEL | 4.5B | 2.8B | 21.2 | 1.57 | ||||
SMALL-CAP | ||||||||
BRP | 1.6B | 1.2B | -17.79 | 1.32 | ||||
AMSF | 876.6M | 306.9M | 14.11 | 2.86 | ||||
AMBC | 649.5M | 269.0M | 144.32 | 2.41 | ||||
AAME | 38.8M | 186.8M | -226.69 | 0.21 |
Chubb Ltd News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | -6.2% | 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 | 7,626 |
S&GA Expenses | -1.1% | 1,048 | 1,060 | 969 | 930 | 916 | 883 | 818 | 778 | 810 | 806 | 775 | 744 | 778 | 733 | 727 | 741 | 810 | 752 | 758 | 710 | 728 |
EBITDA Margin | 7.3% | 0.21* | 0.19* | 0.17* | 0.16* | 0.17* | 0.21* | 0.23* | 0.25* | 0.25* | 0.26* | 0.25* | 0.18* | 0.13* | - | - | - | - | - | - | - | - |
Interest Expenses | -0.6% | 173 | 174 | 165 | 160 | 154 | 150 | 134 | 132 | 858 | -122 | -122 | -122 | 906 | -130 | -128 | -132 | 970 | -138 | -140 | -140 | -153 |
Income Taxes | -264.2% | -678 | 413 | 392 | 384 | 332 | 263 | 291 | 353 | 396 | 218 | 317 | 338 | 334 | 142 | -62.00 | 215 | 169 | 230 | 208 | 188 | 159 |
Earnings Before Taxes | 6.5% | 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 | 514 |
EBT Margin | 7.9% | 0.19* | 0.18* | 0.16* | 0.15* | 0.15* | 0.18* | 0.21* | 0.23* | 0.24* | 0.25* | 0.24* | 0.17* | 0.12* | - | - | - | - | - | - | - | - |
Net Income | 61.5% | 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 | 355 |
Net Income Margin | 24.3% | 0.18* | 0.15* | 0.13* | 0.12* | 0.12* | 0.14* | 0.17* | 0.20* | 0.21* | 0.22* | 0.21* | 0.15* | 0.10* | - | - | - | - | - | - | - | - |
Free Cashflow | -31.9% | 3,186 | 4,680 | 2,515 | 2,251 | 2,643 | 3,434 | 2,722 | 2,444 | 2,600 | 3,322 | 3,122 | 2,105 | 2,544 | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | 3.6% | 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 | 167,771 |
Cash Equivalents | -5.7% | 2,621 | 2,778 | 2,285 | 2,288 | 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 | 1,340 |
Goodwill | 0.7% | 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 | 15,271 |
Liabilities | 1.1% | 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 | 117,459 |
Short Term Borrowings | 108.6% | 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 | 509 |
Long Term Debt | -5.1% | 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 | 12,087 |
Shareholder's Equity | 13.6% | 59,507 | 52,373 | 4,428 | 52,987 | 50,519 | 47,675 | 5,380 | 55,716 | 58,328 | 59,318 | 60,062 | 59,076 | 9,815 | 56,413 | 3,424 | 11,121 | 2,543 | 54,572 | 53,802 | 1,014 | 50,312 |
Retained Earnings | 6.4% | 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 | 31,700 |
Additional Paid-In Capital | -1.4% | 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 | 12,557 |
Shares Outstanding | -0.7% | 405 | 408 | 411 | 414 | 415 | 415 | 418 | 424 | 427 | 431 | 439 | 450 | 451 | - | - | - | - | - | - | - | - |
Minority Interest | -18.5% | 4,184 | 5,131 | 5,210 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Float | - | - | - | 79,000 | - | - | - | 82,000 | - | - | - | 69,000 | - | - | - | 57,000 | - | - | - | 67,000 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -31.9% | 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 | 1,583 |
Cashflow From Investing | 30.2% | -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 | -808 |
Cashflow From Financing | -14.9% | -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 | -567 |
Dividend Payments | -1.7% | 350 | 356 | 343 | 345 | 345 | 349 | 340 | 341 | 345 | 353 | 351 | 352 | 353 | 357 | 339 | 339 | 340 | 343 | 335 | 336 | 336 |
Buy Backs | -3.1% | 563 | 581 | 722 | 545 | 111 | 656 | 1,126 | 1,001 | 920 | 1,501 | 1,921 | 519 | 190 | - | 10.00 | 323 | 327 | 462 | 374 | 367 | 312 |
Consolidated Statements Of Operations and Comprehensive Income - USD ($) $ in Millions | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Revenues | |||
Net premiums written | $ 47,361 | $ 41,720 | $ 37,827 |
Increase in unearned premiums | (1,649) | (1,360) | (1,535) |
Net premiums earned | 45,712 | 40,360 | 36,292 |
Net investment income | 4,937 | 3,742 | 3,456 |
Net realized gains (losses) | (607) | (1,085) | 1,030 |
Market risk benefits gains (losses) | (307) | 80 | 91 |
Total revenues | 49,735 | 43,097 | 40,869 |
Expenses | |||
Losses and loss expenses | 24,100 | 22,572 | 21,030 |
Policy benefits (includes remeasurement gains of $19, $3, and nil) | 3,628 | 2,314 | 1,740 |
Policy acquisition costs | 8,259 | 7,339 | 6,758 |
Administrative expenses | 4,007 | 3,395 | 3,135 |
Interest expense | 672 | 570 | 492 |
Other (income) expense | (836) | 89 | (2,367) |
Amortization of purchased intangibles | 310 | 285 | 287 |
Cigna integration expenses | 69 | 48 | 0 |
Total expenses | 40,209 | 36,612 | 31,075 |
Income before income tax | 9,526 | 6,485 | 9,794 |
Income tax expense | 511 | 1,239 | 1,269 |
Net income | 9,015 | 5,246 | 8,525 |
Net loss attributable to noncontrolling interests | (13) | 0 | 0 |
Net income attributable to Chubb | 9,028 | 5,246 | 8,525 |
Other comprehensive income (loss): | |||
Unrealized appreciation (depreciation) | 3,448 | (10,578) | (2,938) |
Current discount rate on future policy benefits | 84 | 1,480 | 387 |
Instrument-specific credit risk on market risk benefits | 2 | 33 | 27 |
Cumulative foreign currency translation adjustment | (13) | (911) | (505) |
Other, including postretirement benefit liability adjustment | 157 | (100) | 522 |
Other comprehensive income (loss), before income tax | 3,678 | (10,076) | (2,507) |
Income tax (expense) benefit related to OCI items | (317) | 965 | 366 |
Other comprehensive income (loss) | 3,361 | (9,111) | (2,141) |
Comprehensive income (loss) | 12,376 | (3,865) | 6,384 |
Comprehensive loss attributable to noncontrolling interests | (28) | 0 | 0 |
Comprehensive income (loss) attributable to Chubb | $ 12,404 | $ (3,865) | $ 6,384 |
Earnings per share | |||
Basic earnings per share attributable to Chubb | $ 21.97 | $ 12.50 | $ 19.38 |
Diluted earnings per share attributable to Chubb | $ 21.80 | $ 12.39 | $ 19.24 |
Consolidated Balance Sheets - USD ($) $ in Millions | Dec. 31, 2023 | Dec. 31, 2022 | |||||
---|---|---|---|---|---|---|---|
Assets | |||||||
Short-term investments, at fair value (amortized cost – $4,551 and $4,962) (includes variable interest entities (VIE) balances of $217 and nil) | $ 4,551 | $ 4,960 | |||||
Fixed maturities available-for-sale, at fair value, net of valuation allowance – $156 and $169 (amortized cost – $111,128 and $93,355) | 106,571 | 85,220 | |||||
Fixed maturities held to maturity, at amortized cost, net of valuation allowance – nil and $34 (fair value – nil and $8,439) | 0 | 8,848 | |||||
Private debt held-for-investment, at amortized cost, net of valuation allowance – $4 and nil | 2,553 | 0 | |||||
Equity securities, at fair value (includes VIE balances of $1,078 and nil) | 3,455 | 827 | |||||
Private equities (includes VIE balances of $21 and nil) | 14,078 | 12,355 | |||||
Other investments (includes VIE balances of $3,773 and nil) | 5,527 | 1,341 | |||||
Total investments | 136,735 | 113,551 | |||||
Cash, including restricted cash $172 and $115 (includes VIE balances of $117 and nil) | 2,621 | 2,127 | |||||
Securities lending collateral | 1,299 | 1,523 | |||||
Accrued investment income | 1,086 | 941 | |||||
Insurance and reinsurance balances receivable, net of valuation allowance – $53 and $52 | 13,379 | 11,933 | |||||
Reinsurance recoverable on losses and loss expenses, net of valuation allowance – $367 and $351 | [1] | 19,952 | 18,859 | ||||
Reinsurance recoverable on policy benefits | [1] | 280 | 302 | ||||
Deferred policy acquisition costs | 7,152 | 6,031 | |||||
Value of business acquired | 3,674 | 3,702 | |||||
Goodwill | 19,686 | [2] | 16,228 | ||||
Other intangible assets | 6,775 | 5,441 | |||||
Deferred tax assets | 1,741 | 0 | |||||
Prepaid reinsurance premiums | 3,221 | 3,136 | |||||
Investments in partially-owned insurance companies | 191 | 2,507 | |||||
Separate account assets | 5,573 | 5,190 | |||||
Other assets (includes VIE balances of $33 and nil) | 7,317 | 7,546 | |||||
Total assets | 230,682 | 199,017 | |||||
Liabilities | |||||||
Unpaid losses and loss expenses | 80,122 | 75,747 | |||||
Unearned premiums | 22,051 | 19,713 | |||||
Future policy benefits | 13,888 | 10,476 | |||||
Market risk benefits | 771 | 800 | |||||
Policyholders' account balances | 7,462 | 3,140 | |||||
Separate account liabilities | 5,573 | 5,190 | |||||
Insurance and reinsurance balances payable | 8,302 | 7,780 | |||||
Securities lending payable | 1,299 | 1,523 | |||||
Accounts payable, accrued expenses, and other liabilities (includes VIE balances of $18 and nil) | 8,332 | 7,148 | |||||
Deferred tax liabilities | 1,555 | 377 | |||||
Repurchase agreements (includes VIE balances of $1,009 and nil) | 2,833 | 1,419 | |||||
Short-term debt | 1,460 | 475 | |||||
Long-term debt | 13,035 | 14,402 | |||||
Trust preferred securities | 308 | 308 | |||||
Total liabilities | 166,991 | 148,498 | |||||
Commitments and contingencies (refer to Note 14) | |||||||
Shareholders' equity | |||||||
Common Shares (CHF 0.50 and 24.15 par value; 431,451,586 and 446,376,614 shares issued; 405,269,637 and 414,594,856 shares outstanding) | 241 | 10,346 | |||||
Common Shares in treasury (26,181,949 and 31,781,758 shares) | (4,400) | (5,113) | |||||
Additional paid-in capital | 15,665 | 7,166 | |||||
Retained earnings | 54,810 | 48,305 | |||||
Accumulated other comprehensive income (loss) (AOCI) | (6,809) | (10,185) | |||||
Total Chubb shareholders' equity | 59,507 | 50,519 | |||||
Noncontrolling interests (includes VIE balances of $2,705 and nil) | 4,184 | 0 | |||||
Total shareholders’ equity | 63,691 | 50,519 | |||||
Total liabilities and shareholders’ equity | $ 230,682 | $ 199,017 | |||||
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