Zwj Investment Counsel 13F: Adds $1.8M to Chubb (CB) Stake

Zwj Investment Counsel expanded its position in Chubb Limited (NYSE:CB), adding 5,670 shares during the period to bring its total investment to 205,424 shares. The latest Form 13F filing with the SEC shows the firm's stake grew by 2.8%, carrying an estimated value of $66.8 million at the end of the reporting timeframe. Note that 13F filings look backward at holdings from a prior period and might not reflect current ownership today.

What Changed in Zwj Investment Counsel's Chubb Position

Prior to the adjustment, Zwj Investment Counsel held 199,754 shares of the property and casualty insurer. The purchase of 5,670 shares represents a 2.8% increase in its portfolio count. These quarterly disclosures give a window into how institutional managers position their capital, though they do not represent real-time trades.

Other Institutional Activity in Chubb

Large institutional players also shifted their bets on Chubb Limited during the quarter. Berkshire Hathaway, Inc held steady with 34,249,183 shares worth about $12.2 billion with no change in share count. Blackrock Inc. grew its holdings by 1,204,794 shares, ending with 29,093,549 shares worth about $10.4 billion following a 4.3% increase. Vanguard Capital Management LLC trimmed its position by 79,073 shares, ending with 23,177,820 shares worth about $8.3 billion after a 0.3% decrease. State Street Corporation lifted its holdings by 21,717 shares, ending with 16,727,420 shares worth about $6.0 billion following a 0.1% increase. Price (T.Rowe) Associates Inc reduced its stake by 448,545 shares, ending with 15,345,301 shares worth about $5.5 billion after a 2.8% decrease.

Chubb Limited Stock Up 0.9%

Chubb Limited shares recently traded near $355.91, putting the stock close to its 52-week high of $365.91 and well above its 52-week low of $265.30. The company carries a market capitalization of roughly $130.1 billion and a P/E ratio of 12.0 based on trailing earnings, alongside a forward P/E ratio of 11.6. Its beta stands at 0.38, pointing to lower price volatility than the broader market.

Recent Earnings

For its recent reporting periods, Chubb generated $61.9 billion in annual revenue with a revenue growth rate of 6.1%. The insurer posted an earnings per share figure of $28.20, supported by a net margin of 18.1% and a return on equity of 14.8%. The company is scheduled to report its next round of earnings on October 27, 2026.

Dividend

Chubb Limited pays an annual dividend of $4.08 per share, giving investors a dividend yield of 1.2%. The payout is backed by a conservative dividend payout ratio of 13.9% of earnings.

Insider Buying and Selling at Chubb Limited

Company insiders executed several transactions over recent months. On August 21, 2026, Director Connors Michael P sold 5,500 shares at an average price of $345.00 for a total value of $1.9 million. General Counsel Wayland Joseph F sold 8,502 shares on July 28, 2026, at $364.54 per share, totaling $3.1 million. Officer Ortega Juan Luis sold 3,886 shares on June 8, 2026, at $322.08 per share, valued at $1.3 million. President Keogh John W sold 23,000 shares on May 27, 2026, with a total value of $7.4 million.

Analysts Set New Price Targets

Wall Street firms updated their outlooks on the insurer ahead of the filing. On October 12, 2026, Wells Fargo maintained its Equal-Weight rating while adjusting its price target from $356.00 to $343.00. On October 12, 2026, Keefe, Bruyette & Woods maintained its Outperform rating and moved its target from $389.00 to $387.00. On October 9, 2026, JP Morgan maintained a Neutral rating, shifting its target from $374.00 to $371.00. On October 7, 2026, Mizuho maintained a Neutral rating and changed its target from $347.00 to $336.00. On October 7, 2026, Cantor Fitzgerald maintained a Neutral rating while raising its target from $330.00 to $333.00. Across the broader analyst community, Chubb holds a consensus buy rating with 23 analyst opinions and a mean price target of $365.91.

About Chubb

Chubb Limited operates as a major global insurance and reinsurance provider, serving commercial and personal property and casualty lines, agricultural risks, overseas general insurance, and life products. Headquartered in Zurich, Switzerland, the company manages a worldwide footprint across multiple underwriting segments. Institutional interest remains steady as the firm approaches its upcoming autumn earnings release.

Bottom Line

Investors tracking Zwj Investment Counsel will look to upcoming SEC filings to see if the firm maintains its stake. Chubb's next earnings report arrives on October 27, 2026. These historical filings simply record past positions and do not offer a buy or sell signal.