Chubb Limited (NYSE: CB) is quietly sitting near all‑time highs as of November 29, 2025, with a share price around $296 and a market value close to $117 billion. [1] Fresh 13F filings show multiple institutional investors increasing their stakes, while recent earnings, dividend actions, and an AI‑powered product rollout provide an important backdrop for anyone watching CB stock.
Below is a detailed look at today’s key Chubb headlines, how the stock is performing, and what the latest numbers suggest for investors.
Key Takeaways
- Price & size – Chubb trades around $296 per share, giving it a market cap of roughly $117 billion, with a 52‑week range of about $252 to $307. [2]
- Institutional buying today (Nov 29, 2025) – New MarketBeat filings show Groupama Asset Management, Vinva Investment Management, and Quadrant Capital Group all boosting their positions in Chubb, contributing to institutional ownership of about 84%. [3]
- Earnings backdrop – Chubb beat Q3 expectations, posting EPS of $7.49 vs. $5.51 estimated and revenue of $16.15 billion, up about 7.5% year‑over‑year. [4]
- Dividend & capital returns – The board recently declared a $0.97 quarterly dividend payable on January 2, 2026, part of what Chubb describes as its 32nd consecutive annual dividend increase and a broader capital‑return program that includes a $5 billion buyback authorization in 2025. [5]
- Strategy & AI – Chubb is leaning into embedded insurance and AI, launching a new AI‑powered optimization engine inside its Chubb Studio platform to personalize offers and improve partner conversion. [6]
- Street view – Depending on the data source, analysts collectively rate Chubb between “Hold” and “Moderate Buy,” with an average price target around $308–$310, implying roughly 4% upside from current levels. [7]
Where Chubb Stock Stands on November 29, 2025
Multiple data providers put Chubb’s current price near $296.18 as of November 29, 2025, consistent across real‑time quote services and fundamental platforms. [8]
Key snapshot numbers:
- Share price: ≈ $296
- Market cap: ≈ $117 billion
- 52‑week high / low: about $306.91 / $252.16 [9]
- Year‑to‑date gain: around 7–8%
- One‑year gain: roughly 3% [10]
A Barchart analysis notes that while Chubb has outpaced the Dow over the last three months (about +9–10% vs. +4–5%), it has lagged the index over the past year, with the Dow returning roughly 5–6% vs. Chubb’s low‑single‑digit gain. [11] Despite that slight underperformance, the stock remains above both its 50‑day and 200‑day moving averages, a technical setup typically associated with a constructive trend.
All Major Chubb‑Specific News Dated November 29, 2025
The heaviest Chubb news flow today comes from institutional ownership updates based on U.S. SEC filings, summarized by MarketBeat. These alerts collectively suggest that professional investors are still accumulating Chubb, even near record highs.
1. Groupama Asset Management Boosts Chubb Stake by 73.7%
A MarketBeat instant alert reports that Groupama Asset Management dramatically increased its position in Chubb during Q2:
- Groupama bought 22,446 additional shares, bringing its total to 52,893 shares.
- The stake is valued at about $15.08 million based on the filing. [12]
The article highlights that this comes against a backdrop of strong Q3 results, a quarterly dividend of $0.97, and a P/E ratio near 12.4 with a beta under 0.6, reflective of a relatively defensive, lower‑volatility large‑cap. [13]
2. Vinva Investment Management Lifts Holdings to $5.16 Million
In a separate alert dated November 29, 2025, Vinva Investment Management Ltd disclosed that it increased its Chubb stake by 29.1% in Q2:
- Holdings climbed to 18,082 shares, worth about $5.16 million. [14]
- The report notes that institutional investors collectively own about 83.8% of Chubb’s outstanding shares, underscoring how heavily the stock is owned by professional money managers. [15]
The same piece reiterates that Chubb handily beat Q3 earnings expectations and that insiders have sold around 57,000 shares (≈$16.6 million) over the last three months, leaving insiders with roughly 0.77% ownership. [16]
3. Quadrant Capital Group Expands Position by 37%
A third MarketBeat alert from today shows Quadrant Capital Group LLC also adding to its position:
- Quadrant boosted its stake by 37.0%, ending Q2 with 13,133 shares.
- The position is valued around $3.81 million. [17]
Like the Vinva report, this article emphasizes:
- The 7.5% year‑over‑year revenue growth in Q3 to $16.15 billion
- EPS of $7.49, well ahead of the $5.51 consensus estimate
- A quarterly dividend of $0.97, implying a yield around 1.3% at current prices [18]
It also details additional insider selling — including an EVP sale of 10,580 shares (~$3.13 million) and a separate 23,698‑share sale by another senior executive — which helps explain why insider ownership has drifted lower even as institutions add. [19]
Institutional vs. Insider Activity: What the Flows Suggest
Taken together, today’s filings reinforce a common pattern in mature blue chips:
- Institutional investors are net buyers, often increasing positions in response to strong fundamentals, reasonable valuation, and long‑term visibility.
- Company insiders have been net sellers over the last quarter, mainly via pre‑planned or opportunistic share sales following strong price performance.
According to the latest MarketBeat summaries and Simply Wall St data:
- Institutional & hedge fund ownership: ≈ 83.8% of outstanding shares
- Insider ownership: ≈ 0.77%, with about 57,333 shares sold over the past 90 days, totalling roughly $16.6 million in value. [20]
For investors, this combination usually signals that:
- The “smart money” sees Chubb as a stable compounder worth holding or adding to;
- Insiders are more often locking in gains than making a directional call on the business.
Earnings Backdrop: Q3 Beat and Underwriting Strength
Today’s institutional buying sits on top of a very strong third‑quarter 2025 earnings report:
- Net premiums written: about $14.9 billion, up 7.5% year‑over‑year
- Core operating income per share: around $7.49, up roughly 31% versus the prior year
- Property & casualty combined ratio: reported in the low‑80s, indicating highly profitable underwriting. [21]
MarketBeat and Barchart both emphasize that Chubb’s latest quarter materially beat Wall Street expectations, with revenue of $16.15 billion versus a consensus closer to $13 billion and EPS nearly $2 above estimates. [22]
Chubb’s underwriting discipline — long a hallmark of the company — is still central to the bull case. Separate analysis of Berkshire‑related “Buffett stocks” notes that Chubb’s property & casualty combined ratio has stayed well below the U.S. industry average, reflecting a business that remains profitable even in tougher macro and catastrophe environments. [23]
Dividend, Buybacks and Valuation
Dividend policy
On November 20, 2025, Chubb’s board declared a quarterly dividend of $0.97 per share, payable on January 2, 2026 to shareholders of record as of December 12, 2025. [24]
Chubb’s investor materials and earlier announcements indicate that:
- This payout is part of the 32nd consecutive annual increase in the company’s dividend.
- The company has maintained the $0.97 per‑share quarterly rate throughout 2025, after raising it earlier in the year. [25]
At today’s share price around $296, that dividend translates to a yield of roughly 1.3%, with a payout ratio near the mid‑teens, leaving ample room for reinvestment and buybacks. [26]
Buybacks and capital allocation
Simply Wall St’s event timeline notes that in May 2025, Chubb announced an equity buyback program of up to $5 billion, complementing its long‑running dividend policy. [27]
Combined, this suggests a shareholder‑friendly capital‑return strategy: a steadily rising dividend plus opportunistic repurchases funded by robust underwriting and investment income.
Valuation snapshot
From MarketBeat and Barchart:
- P/E ratio: ≈ 12–13x trailing earnings
- PEG ratio: ≈ 2.7x (growth‑adjusted valuation)
- Beta: ≈ 0.5–0.6, indicating less volatility than the broader market [28]
Analysts surveyed across MarketBeat and Barchart data sources:
- Give Chubb an average price target in the $308–$310 range
- Describe the consensus as between “Hold” and “Moderate Buy”
- See upside of roughly 4% from current levels on price target alone, not counting dividends. [29]
Strategic Developments: AI, Leadership and Global Scale
AI‑powered embedded insurance
On November 12, 2025, Chubb announced a new AI‑powered optimization engine within Chubb Studio, its global embedded‑insurance platform used by digital partners. [30]
According to the company, the engine:
- Uses proprietary AI to analyze customer data and personalize insurance offers at the point of sale;
- Provides click‑to‑engage tools that let customers connect via phone, video or text to explore more complex products;
- Offers multiple integration models (Chubb‑managed, partner‑managed, and hybrid) to fit different partners;
- Continuously refines campaigns using real‑time performance data.
This matters for CB stock because embedded insurance partnerships — think fintech apps, travel platforms, and e‑commerce sites — are a capital‑light way to grow premiums, especially in Asia and other high‑growth markets.
Leadership changes
Recent corporate announcements highlight a series of management moves:
- Bill Hazelton has been appointed Chief Operating Officer for North America Field Operations, effective December 1, 2025, responsible for overseeing how Chubb delivers products and services across its North American network. [31]
- Susan Spivak was named Senior Vice President of Investor Relations earlier in November, reinforcing the company’s communication with institutional investors. [32]
These appointments support Chubb’s ongoing North American expansion and investor‑relations focus that recent equity research has flagged as part of its growth story. [33]
Buffett and the Big‑Money Vote of Confidence
Chubb’s shareholder base is unusual even among large insurers because of one name: Berkshire Hathaway.
Data compiled by StockCircle and other portfolio‑tracking services indicates that:
- Berkshire’s stake in Chubb is worth roughly $9+ billion,
- Represents about 3% of Berkshire’s equity portfolio,
- And accounts for around 8% of Chubb’s outstanding shares, after multiple stake increases from 2023 through Q3 2025. [34]
Motley Fool and other Buffett‑focused analyses have highlighted Chubb as a high‑quality, reasonably valued insurer with:
- A strong combined ratio well below industry averages;
- Forecast EPS growth in the high single digits over the next several years;
- A valuation of roughly 10–12x forward earnings, which many value‑oriented investors view as attractive relative to its growth and underwriting track record. [35]
Today’s cluster of institutional buying — from Groupama, Vinva, and Quadrant — effectively adds more “quality‑focused” capital on top of Berkshire’s large position.
How Chubb Stock Compares to the Dow and Peers
The Barchart piece “Is Chubb Stock Underperforming the Dow?” captures the trade‑off investors face:
- In the short term, Chubb has outperformed the Dow over the last three months.
- Over one year, Chubb’s ≈3% total return trails the Dow’s mid‑single‑digit gains, even though the company has delivered excellent underwriting results and steady dividend growth. [36]
Simply Wall St data show that over five years, Chubb has delivered a roughly 90%+ price gain, plus dividends — effectively doubling shareholder capital over that period — while maintaining a beta well below 1, making it a relatively defensive compounder among financials. [37]
Against peers like Progressive, Travelers, Allstate and Hartford, Chubb tends to trade:
- At a slight premium to lower‑quality insurers,
- But often at a discount to its own history when adjusting for earnings growth and underwriting strength. [38]
What Today’s News Means for Investors
Putting it all together:
- Fundamentals remain strong. Q3 results show robust premium growth, healthy underwriting margins, and strong earnings, which underpin the dividend and buyback capacity. [39]
- Ownership is institutional‑heavy. New filings from Groupama, Vinva and Quadrant reinforce the view that professional investors are comfortable adding near current levels, even as insiders take some profits. [40]
- Strategic initiatives are future‑focused. The AI‑powered Chubb Studio engine and leadership appointments in North America and investor relations suggest the company is positioning for digitally enabled growth and deeper global reach. [41]
- Valuation is neither screaming cheap nor stretched. A low‑teens P/E, modest yield, and consensus price targets only a few percent above today’s price position Chubb as a steady, lower‑volatility compounder rather than a hyper‑growth story. [42]
For readers tracking high‑quality financials, dividend growth stocks, or Buffett‑backed names, Chubb’s November 29, 2025 news flow is less about dramatic new catalysts and more about a steady reinforcement of an existing thesis: a conservatively run, globally diversified insurer that continues to attract long‑term institutional capital while investing in digital and AI capabilities.
As always, this article is for informational purposes only and does not constitute investment advice. Investors should consider their own objectives and risk tolerance — and consult a qualified financial adviser — before making any trading decisions.
References
1. www.angelone.in, 2. simplywall.st, 3. www.marketbeat.com, 4. www.marketbeat.com, 5. news.chubb.com, 6. news.chubb.com, 7. www.marketbeat.com, 8. www.angelone.in, 9. simplywall.st, 10. www.marketbeat.com, 11. www.barchart.com, 12. www.marketbeat.com, 13. www.marketbeat.com, 14. www.marketbeat.com, 15. www.marketbeat.com, 16. www.marketbeat.com, 17. www.marketbeat.com, 18. www.marketbeat.com, 19. www.marketbeat.com, 20. www.marketbeat.com, 21. news.chubb.com, 22. www.marketbeat.com, 23. www.nasdaq.com, 24. news.chubb.com, 25. investors.chubb.com, 26. www.marketbeat.com, 27. simplywall.st, 28. www.marketbeat.com, 29. www.marketbeat.com, 30. news.chubb.com, 31. news.chubb.com, 32. simplywall.st, 33. simplywall.st, 34. stockcircle.com, 35. www.nasdaq.com, 36. www.barchart.com, 37. simplywall.st, 38. simplywall.st, 39. www.marketbeat.com, 40. www.marketbeat.com, 41. news.chubb.com, 42. www.marketbeat.com
