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What smart money is saying about Chubb LimitedSwitzerland flag

CB · Financial Services · Insurance - Property & Casualty · Market cap $131.50B

4 funds in our archive have pitched Chubb Limited — most recently Davis Financial Fund in December 2025.

Company profile

Chubb Limited provides insurance and reinsurance products worldwide. The company's North America Commercial P&C Insurance segment offers commercial property, casualty, workers' compensation, package policies, risk management, financial lines, marine, construction, environmental, medical, cyber risk, surety, and excess casualty; and group accident and health insurance to large, middle market, and small commercial businesses. Its North America Personal P&C Insurance segment provides affluent and high net worth individuals and families with homeowners, automobile and collector cars, valuable articles, personal and excess liability, travel insurance, and recreational marine insurance and services. The company's North America Agricultural Insurance segment offers multiple peril crop and crop-hail insurance; and coverage for farm and ranch property, and commercial agriculture products. Its Overseas General Insurance segment provides coverage for traditional commercial property and casualty; specialty categories, such as financial lines, marine, energy, aviation, political risk, and construction risk; and group accident and health, and traditional and specialty personal lines for corporations, middle markets, and small customers through retail brokers, agents, and other channels. The company's Global Reinsurance segment offers traditional and specialty reinsurance under the Chubb Tempest Re brand to property and casualty companies. Its Life Insurance segment provides protection and savings products comprising whole life, endowment plans, individual term life, group term life, medical and health, personal accident, credit life, universal life, and unit linked contracts. The company markets its products primarily through insurance and reinsurance brokers. The company was formerly known as ACE Limited and changed its name to Chubb Limited in January 2016. Chubb Limited was incorporated in 1985 and is headquartered in Zurich, Switzerland.

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Summarize with Warren AI
2
Reported positions
1
Bought
1
Sold
6
Letters

Position history

Between Q2 2025 and Q2 2026, 2 fund letters reported a position in Chubb Limited1 opened or added to the position, 1 trimmed or exited.

Fund letters reporting a position in Chubb Limited, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261100
Q1 20261010
Q4 20250003
Q2 20250001

Fund activity · 2 positions · 2 moves

  • AddedWedgewood Partners Large Cap Focused Strategy
    June 2026
    During the quarter, we were unusually busy. We bought Hermès and sold Tractor Supply Company, Zoetis, and CDW. We increased positions in Chubb, Progressive, Meta, Amazon, Microsoft, and Visa. We trimmed United Rentals, Alphabet, and Taiwan Semiconductor Manufacturing.
    Read the letterChubb Limited
  • TrimmedBA Beutel Goodman U.S. Value Fund
    March 2026
    We also trimmed our positions in Kimberly-Clark, Applied Materials, Omnicom, Merck, Ameriprise Financial, Gen Digital, American Express, Carlyle Group, Chubb.
    Read the letterChubb Limited

Fund coverage · 4 theses

  • Davis Financial Fund
    December 2025

    Chubb Limited is a diversified P&C insurer with superior underwriting culture, strong pricing tailwinds, low-20s ROTCE, and an attractive 10–11x earnings outlook.

    Read the full thesis
  • Wedgewood Partners
    December 2025

    Chubb is a global P&C insurer with specialty lines, best-in-class underwriting, strong claims service, and growing investment income supporting durable double-digit earnings growth.

    Read the full thesis
  • The London Company Large Cap
    December 2025

    Chubb Limited is delivering record earnings with industry-leading underwriting, raising ROE targets and buybacks, and is viewed as undervalued with accelerating premiums.

    Read the full thesis
  • The London Company Income Equity
    June 2025

    Chubb Limited is a well-managed insurance provider with strong growth potential, disciplined underwriting, and geographical diversification, making it a compelling long-term investment.

    Read the full thesis

Read every full thesis on Chubb Limited

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