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    Chubb (CB)

    Market Price (8/4/2026): $348.12 | Market Cap: $134.9 BilSector: Financials | Industry: Property & Casualty Insurance

    Chubb (CB)

    Market Price (8/4/2026): $348.12
    Market Cap: $134.9 Bil
    Sector: Financials
    Industry: Property & Casualty Insurance

    Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

    0

    Attractive yield
    Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.4%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.0%, FCF Yield is 11%

    Cash is significant % of market cap
    Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -20%

    Attractive cash flow generation
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 25%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 25%, CFO LTM is 15 Bil, FCF LTM is 15 Bil

    Stock buyback support
    Stock Buyback 3Y Total is 8.9 Bil

    Low stock price volatility
    Vol 12M is 19%

    Megatrend and thematic drivers
    Megatrends include Cybersecurity, AI in Financial Services, Aging Population & Chronic Disease, Experience Economy & Premiumization, Show more.

    Trading close to highs
    Dist 52W High is -4.2%, Dist 3Y High is -4.2%

    Weak multi-year price returns
    2Y Excs Rtn is -7.6%

    Key risks
    CB key risks include [1] significant losses from increasingly severe and frequent natural disasters and [2] vulnerabilities to cybersecurity breaches and AI-related disruptions, Show more.

    0 Attractive yield
    Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.4%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.0%, FCF Yield is 11%
    1 Cash is significant % of market cap
    Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -20%
    2 Attractive cash flow generation
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 25%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 25%, CFO LTM is 15 Bil, FCF LTM is 15 Bil
    3 Stock buyback support
    Stock Buyback 3Y Total is 8.9 Bil
    4 Low stock price volatility
    Vol 12M is 19%
    5 Megatrend and thematic drivers
    Megatrends include Cybersecurity, AI in Financial Services, Aging Population & Chronic Disease, Experience Economy & Premiumization, Show more.
    6 Trading close to highs
    Dist 52W High is -4.2%, Dist 3Y High is -4.2%
    7 Weak multi-year price returns
    2Y Excs Rtn is -7.6%
    8 Key risks
    CB key risks include [1] significant losses from increasingly severe and frequent natural disasters and [2] vulnerabilities to cybersecurity breaches and AI-related disruptions, Show more.

    CB in ETFs

    Weight = CB's share of each fund

    SPY0.20%
    VOO0.19%
    VTI0.17%
    RSP0.20%
    VTV0.45%
    VIG0.54%
    VYM0.50%
    XLF1.6%
    +17 more covered ETFs

    Valuation & Metrics

    FYE: 12/31CB [1]S&P 500 [2]
    REVENUE GROWTH
    LTM Revenue [3]$62.3 Bil—
    FY 2026 Sales$58.0 Bil—
    FY 2027 Sales$60.5 Bil—
    FY 2026 Sales Growth-6.9%—
    FY 2027 Sales Growth4.4%13.0%
    EARNINGS
    LTM Net Income (GAAP) [3]$11.2 Bil—
    FY 2026 Net Income (Non-GAAP)$10.8 Bil—
    FY 2027 Net Income (Non-GAAP)$10.9 Bil—
    FY 2027 Net Income Growth1.4%19.6%
    FY 2026 EPS (Non-GAAP)$27.67—
    FY 2027 EPS (Non-GAAP)$29.14—
    FY 2027 EPS Growth5.3%—
    VALUATION
    FY 2026 P/S2.31.8
    FY 2027 P/S2.2—
    FY 2026 P/E12.58.3
    FY 2027 P/E12.3—

    [1] CB forward figures are analyst consensus for the next two fiscal years (fiscal year end 12/31). Net Income and EPS are non-GAAP (adjusted) consensus. P/S and P/E divide the current market cap by the consensus figure.
    [2] S&P 500 figures are the SPY ETF's holdings-weighted forward aggregate. P/S and P/E reflect FY1/FY2 consensus blended to the 12-month window ending 8/31/27 (~one year forward), shown when ≥90% of index weight has estimates. Growth is the aggregate next-fiscal-year vs current-fiscal-year (FY1→FY2) change. Index-level dollar Sales, Net Income and EPS are not applicable.
    [3] LTM = reported trailing-twelve-month actuals (GAAP).
    CBS&P 500
    REVENUE GROWTHFAIR
    Rev LTM ($ Bil)62.3
    Rev Chg Q7.2%8.8%
    Rev Chg LTM8.5%7.8%
    Rev Chg 3Y Avg10.4%5.7%
    PROFITABILITYFAIR
    Op Inc LTM ($ Bil)�
    CFO LTM ($ Bil)15.4
    Net Inc LTM ($ Bil)11.2
    CFO/Rev LTM24.7%21.6%
    Net Inc Mgn18.0%12.9%
    VALUATIONLOW
    P/S2.23.4
    P/CFO8.815.7
    P/FCF8.820.0
    P/E12.123.9

    AI Analysis | Feedback

    MetricValueDateSource
    P&C Combined Ratio81.8%9302025Link
    Consolidated Net Premiums Written Growth7.5%9302025Link
    P&C Net Premiums Written Growth5.3%9302025Link
    Life Insurance Net Premiums Written Growth24.6%9302025Link
    North America P&C Net Premiums Written Growth4.4%9302025Link
    North America Personal Insurance Net Premiums Written Growth8.1%9302025Link
    North America Commercial Insurance Net Premiums Written Growth3.5%9302025Link
    Overseas General P&C Net Premiums Written Growth9.7%9302025Link
    Overseas General Consumer Insurance Net Premiums Written Growth15.5%9302025Link
    Overseas General Commercial Insurance Net Premiums Written Growth5.8%9302025Link

    Price Chart

    Recent
    7/21/2026Earnings ReleaseRev: $14 Bil (A) vs. $15 Bil (E)
    EPS: 7.26 (A) vs. $6.77 (E)
    Upcoming
    10/27/2026Earnings ReleaseRev: $15 Bil (E)
    EPS: $6.32 (E)

    Why The Stock Moved

    Qualitative Assessment

    AI Analysis | Feedback

    Updated on 8/1/2026

    Chubb (CB) stock has gained about 5% since 4/30/2026 because of the following key factors:

    1. Strong Fiscal Q2 2026 Earnings Beat Exceeded Expectations. Chubb reported robust results for fiscal Q2 2026, which ended June 30, 2026. Core operating earnings per share (EPS) reached $7.26, significantly surpassing consensus estimates of $6.77 by $0.49 or $6.67 by 8.85%. This marked an 18.2% increase year-over-year in core operating EPS. Key drivers included an 18.8% year-over-year increase in Property & Casualty (P&C) underwriting income and a notable improvement in the combined ratio by 180 basis points to 83.8%. The company also reported record investment income. These strong financial metrics underscored Chubb's operational efficiency and profitability.

    2. Enhanced Shareholder Returns Through Dividend Increase and Significant Share Repurchase Authorization. On May 21, 2026, Chubb's shareholders approved a 5.2% increase in the annual dividend, raising it to $4.08 per share ($1.02 per quarter), marking the 33rd consecutive annual dividend increase. Furthermore, the company's Board of Directors authorized a new $7.5 billion share repurchase program, effective July 1, 2026. This new program followed the completion of a prior buyback of 14,811,112 shares totaling approximately $4.45 billion since May 2025, signaling a strong commitment to returning capital to shareholders.

    Show more
    Updated on 8/1/2026

    Chubb (CB) stock has gained about 5% since 4/30/2026 because of the following key factors:

    1. Strong Fiscal Q2 2026 Earnings Beat Exceeded Expectations. Chubb reported robust results for fiscal Q2 2026, which ended June 30, 2026. Core operating earnings per share (EPS) reached $7.26, significantly surpassing consensus estimates of $6.77 by $0.49 or $6.67 by 8.85%. This marked an 18.2% increase year-over-year in core operating EPS. Key drivers included an 18.8% year-over-year increase in Property & Casualty (P&C) underwriting income and a notable improvement in the combined ratio by 180 basis points to 83.8%. The company also reported record investment income. These strong financial metrics underscored Chubb's operational efficiency and profitability.

    2. Enhanced Shareholder Returns Through Dividend Increase and Significant Share Repurchase Authorization. On May 21, 2026, Chubb's shareholders approved a 5.2% increase in the annual dividend, raising it to $4.08 per share ($1.02 per quarter), marking the 33rd consecutive annual dividend increase. Furthermore, the company's Board of Directors authorized a new $7.5 billion share repurchase program, effective July 1, 2026. This new program followed the completion of a prior buyback of 14,811,112 shares totaling approximately $4.45 billion since May 2025, signaling a strong commitment to returning capital to shareholders.

    3. Positive Analyst Sentiment and Upgraded Price Targets. A series of positive revisions from Wall Street analysts bolstered investor confidence. For instance, on July 10, 2026, Citizens raised its price target for Chubb to $400 from $365, maintaining a Market Outperform rating. Similarly, JP Morgan increased its price target to $374 from $340 on July 20, 2026. Several other firms, including Piper Sandler, Evercore ISI Group, Wells Fargo, Cantor Fitzgerald, Mizuho, UBS, Keefe, Bruyette & Woods, and Morgan Stanley, also raised their price targets for Chubb throughout July 2026. These upgrades reflected a favorable outlook on the company's performance and strategic position in the market.

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    Stock Movement Drivers

    Fundamental Drivers

    The 6.8% change in CB stock from 4/30/2026 to 8/3/2026 was primarily driven by a 7.1% change in the company's P/E Multiple.
    (LTM values as of)43020268032026Change
    Stock Price ($)325.98348.236.8%
    Change Contribution By: 
    Total Revenues ($ Mil)61,19962,2771.8%
    Net Income Margin (%)18.5%18.0%-2.7%
    P/E Multiple11.312.17.1%
    Shares Outstanding (Mil)3903870.8%
    Cumulative Contribution6.8%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    4/30/2026 to 8/3/2026
    ReturnCorrelation
    CB6.8% 
    Market (SPY)5.4%-54.3%
    Sector (XLF)10.1%24.9%

    Fundamental Drivers

    The 13.2% change in CB stock from 1/31/2026 to 8/3/2026 was primarily driven by a 9.1% change in the company's Net Income Margin (%).
    (LTM values as of)13120268032026Change
    Stock Price ($)307.69348.2313.2%
    Change Contribution By: 
    Total Revenues ($ Mil)58,74762,2776.0%
    Net Income Margin (%)16.5%18.0%9.1%
    P/E Multiple12.612.1-4.5%
    Shares Outstanding (Mil)3973872.6%
    Cumulative Contribution13.2%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    1/31/2026 to 8/3/2026
    ReturnCorrelation
    CB13.2% 
    Market (SPY)9.8%-30.9%
    Sector (XLF)7.9%20.6%

    Fundamental Drivers

    The 32.6% change in CB stock from 7/31/2025 to 8/3/2026 was primarily driven by a 12.1% change in the company's Net Income Margin (%).
    (LTM values as of)73120258032026Change
    Stock Price ($)262.69348.2332.6%
    Change Contribution By: 
    Total Revenues ($ Mil)57,41962,2778.5%
    Net Income Margin (%)16.0%18.0%12.1%
    P/E Multiple11.412.15.6%
    Shares Outstanding (Mil)4003873.2%
    Cumulative Contribution32.6%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    7/31/2025 to 8/3/2026
    ReturnCorrelation
    CB32.6% 
    Market (SPY)20.9%-22.8%
    Sector (XLF)10.9%25.9%

    Fundamental Drivers

    The 77.4% change in CB stock from 7/31/2023 to 8/3/2026 was primarily driven by a 44.1% change in the company's Net Income Margin (%).
    (LTM values as of)73120238032026Change
    Stock Price ($)196.33348.2377.4%
    Change Contribution By: 
    Total Revenues ($ Mil)46,42562,27734.1%
    Net Income Margin (%)12.5%18.0%44.1%
    P/E Multiple14.012.1-13.8%
    Shares Outstanding (Mil)4123876.5%
    Cumulative Contribution77.4%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    7/31/2023 to 8/3/2026
    ReturnCorrelation
    CB77.4% 
    Market (SPY)71.4%11.8%
    Sector (XLF)69.7%42.8%

    Return vs. Risk

    Price Returns Compared

     202120222023202420252026Total [1]
    Returns
    CB Return28%16%4%24%14%13%148%
    Peers Return38%7%7%28%17%10%162%
    S&P 500 Return27%-19%24%23%16%9%99%

    Monthly Win Rates [3]
    CB Win Rate50%67%58%67%58%50% 
    Peers Win Rate63%55%58%67%60%45% 
    S&P 500 Win Rate75%42%67%75%67%38% 

    Max Drawdowns [4]
    CB Max Drawdown-11%-19%-19%-10%-12%-9% 
    Peers Max Drawdown-13%-25%-22%-13%-15%-14% 
    S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 

    [1] Cumulative total returns since the beginning of 2021
    [2] Peers: TRV, AIG, PRU, HIG, CINF. See CB Returns vs. Peers.
    [3] Win Rate = % of calendar months in which monthly returns were positive
    [4] Max drawdown represents maximum peak-to-trough decline within a year
    [5] 2026 data is for the year up to 8/3/2026 (YTD)

    How Low Can It Go

    EventCBS&P 500
    2023 SVB Regional Banking Crisis
      % Loss-13.4%-6.7%
      % Gain to Breakeven15.5%7.1%
      Time to Breakeven82 days31 days
    2020 COVID-19 Crash
      % Loss-42.2%-33.7%
      % Gain to Breakeven73.0%50.9%
      Time to Breakeven318 days140 days
    2014-2016 Oil Price Collapse
      % Loss-13.5%-6.8%
      % Gain to Breakeven15.6%7.3%
      Time to Breakeven5 days15 days
    2011 US Debt Ceiling Crisis & European Contagion
      % Loss-10.3%-17.9%
      % Gain to Breakeven11.5%21.8%
      Time to Breakeven72 days123 days
    2008-2009 Global Financial Crisis
      % Loss-47.8%-53.4%
      % Gain to Breakeven91.5%114.4%
      Time to Breakeven560 days1085 days
    Summer 2007 Credit Crunch
      % Loss-12.0%-8.6%
      % Gain to Breakeven13.7%9.5%
      Time to Breakeven47 days47 days

    Compare to TRV, AIG, PRU, HIG, CINF

    In The Past

    Chubb's stock fell 0.0% during the 2025 US Tariff Shock. Such a loss loss requires a 0.0% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    EventCBS&P 500
    2020 COVID-19 Crash
      % Loss-42.2%-33.7%
      % Gain to Breakeven73.0%50.9%
      Time to Breakeven318 days140 days
    2008-2009 Global Financial Crisis
      % Loss-47.8%-53.4%
      % Gain to Breakeven91.5%114.4%
      Time to Breakeven560 days1085 days

    Compare to TRV, AIG, PRU, HIG, CINF

    In The Past

    Chubb's stock fell 0.0% during the 2025 US Tariff Shock. Such a loss loss requires a 0.0% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    About Chubb (CB)

    Chubb Limited (CB) is a leading global provider of a wide array of insurance and reinsurance products. Operating worldwide, the company serves to protect individuals, businesses, and other insurance companies from various financial exposures by offering comprehensive risk coverage solutions.

    The company's core offerings span across multiple segments. For commercial clients, Chubb provides essential property and casualty (P&C) coverage, including workers' compensation, financial lines, marine, and cyber risk insurance. Affluent individuals and families are offered specialized personal P&C policies such as homeowners, automobile, and personal liability insurance. Chubb also addresses niche markets like agricultural insurance, offering crop and farm property coverage, and provides a range of life insurance products, including protection and savings plans. Furthermore, a key part of its business is global reinsurance, where it provides coverage to other property and casualty insurers.

    Chubb's extensive customer base includes large corporations, middle-market and small commercial businesses, high net worth individuals, and other insurance companies globally. With a robust presence across North America and overseas, the company distributes its diverse product portfolio primarily through a network of insurance and reinsurance brokers, solidifying its position as a global risk management partner.

    AI Analysis | Feedback

    Here are a few analogies to describe Chubb:

    • The 'Amazon' for almost every kind of insurance – from your car and home to global corporate risks and life coverage.
    • The 'JPMorgan Chase' of the insurance world – a global financial giant offering a vast array of protection services for individuals, businesses, and even other insurers.

    AI Analysis | Feedback

    • Commercial Property & Casualty Insurance: Provides businesses with coverage for property damage, liability, workers' compensation, cyber risks, and various specialty areas.
    • Personal Property & Casualty Insurance: Offers homeowners, automobile, valuable articles, and personal liability coverage for individuals and families.
    • Agricultural Insurance: Protects farmers and ranchers with crop insurance and coverage for farm property and commercial agriculture.
    • Group Accident & Health Insurance: Delivers accident and health coverage for employees of commercial businesses both domestically and internationally.
    • Reinsurance: Provides insurance to other insurance companies, covering traditional and specialty property and casualty risks globally.
    • Life Insurance: Offers a range of protection and savings products including whole life, term life, medical, health, and personal accident coverage.

    AI Analysis | Feedback

    Chubb serves a diverse base of customers, including both businesses and individuals across various segments. Given the nature of its business, it sells to a wide array of customers rather than a few identifiable primary companies. Its major customers can be broadly categorized as:

    • Commercial Businesses and Organizations: This includes large, middle market, and small commercial businesses, corporations, and commercial agriculture entities worldwide. They purchase a range of commercial property, casualty, workers' compensation, financial lines, marine, cyber risk, environmental, and group accident and health insurance.
    • Other Insurance and Reinsurance Companies: Through its Global Reinsurance segment (Chubb Tempest Re), Chubb provides traditional and specialty reinsurance products to other property and casualty companies globally.
    • Individuals and Families: This category encompasses affluent and high net worth individuals and families seeking specialized homeowners, automobile, valuable articles, personal liability, and travel insurance. It also includes farmers and ranchers for their property, and individuals for various life insurance products (e.g., whole life, term life, medical, health, personal accident, credit life).

    AI Analysis | Feedback

    null

    AI Analysis | Feedback

    Evan G. Greenberg, Chairman and Chief Executive Officer
    Mr. Greenberg has a career spanning over 50 years in the insurance industry. He was elected President and Chief Executive Officer of ACE Limited (Chubb's predecessor) in May 2004 and Chairman of the Board of Directors in May 2007. Under his leadership, Chubb has grown to become one of the largest insurance companies globally. Prior to joining ACE in 2001 as Vice Chairman, Mr. Greenberg spent 25 years at American International Group (AIG), where he served as President and Chief Operating Officer from 1997 to 2000. He also held senior management positions, including President and Chief Executive Officer of AIU, AIG's foreign general insurance organization, and Chief Executive Officer of AIG Far East, based in Japan. He oversaw the acquisition of The Chubb Corporation by ACE Limited in 2016, a $28.3 billion transaction that solidified Chubb's global leadership position.

    Peter C. Enns, Executive Vice President and Chief Financial Officer
    Mr. Enns has over three decades of finance and investment banking experience. He joined Chubb as CFO in 2021, succeeding Philip Bancroft. Prior to Chubb, he held various senior roles at Goldman Sachs for over 20 years, including Chairman and CEO of Goldman Sachs Canada from 2014 to 2017, Head of the Asia Financial Institutions Group from 2010 to 2014, and Partner of the U.S. Financial Institutions Group from 2006 to 2010. More recently, he was Global Co-Head of Investment Banking Coverage at HSBC.

    John W. Keogh, President and Chief Operating Officer; Chairman, North America Insurance

    Joseph F. Wayland, Executive Vice President, General Counsel and Secretary

    Seshadri Iyer, Executive Vice President, Chubb Group, Operations, Technology and Digital Transformation
    Mr. Iyer was appointed to this role effective April 6, 2026, overseeing global operations and technology functions. He joined Chubb from Boston Consulting Group, where he spent nearly 20 years, most recently as North America chair for BCG X, the firm's tech design and build unit.

    AI Analysis | Feedback

    Chubb Limited (CB) faces several key risks inherent to its global insurance and reinsurance operations. One of the most significant risks is **the volatility of catastrophe events and climate change**. As a prominent insurer and reinsurer, Chubb is highly exposed to natural disasters and other large-scale events, which can lead to substantial volatility in financial results. The unpredictability of such events is an integral part of its underwriting process, and while the company adjusts its strategies, unforeseen losses can significantly impact profitability. Another key risk is related to **market risks, particularly interest rate volatility**, which can affect its investment portfolio performance and capital resources. Chubb's substantial investment income provides a buffer, but fluctuations in interest rates can adversely impact both investment income and overall operating results. Finally, **regulatory and legal risks** pose a significant challenge due to Chubb's extensive global presence. Operating in 54 countries subjects the company to a complex array of regulatory environments, leading to potential compliance risks and legal challenges. Changes in tax and other regulations can also increase Chubb's liabilities.

    AI Analysis | Feedback

    The clear emerging threat for Chubb is the rapid advancement and proliferation of Insurtech companies. These companies leverage cutting-edge technologies, including artificial intelligence, machine learning, big data analytics, and the Internet of Things (IoT), to develop more personalized, efficient, and often direct-to-consumer insurance products across various segments, such as personal lines, small commercial, and life insurance. By offering streamlined digital processes, potentially lower overhead, and enhanced customer experiences that bypass traditional broker channels, Insurtech firms pose a significant challenge to Chubb's long-standing business model and distribution strategy, potentially eroding market share and impacting pricing power in segments susceptible to technological disruption and commoditization.

    AI Analysis | Feedback

    Chubb Limited operates across several significant insurance and reinsurance markets globally. Here are the addressable market sizes for its main products and services:

    • North America Commercial Property & Casualty (P&C) Insurance: The North America commercial property insurance market size was valued at approximately USD 112.62 billion in 2024. More broadly, the North America property and casualty insurance market, which includes both commercial and personal lines, was valued at USD 853.13 billion in 2025 and is projected to reach USD 885.55 billion in 2026.
    • North America Personal Property & Casualty (P&C) Insurance: This segment is part of the larger North America property and casualty insurance market, which had a value of USD 853.13 billion in 2025 and is projected to grow to USD 885.55 billion in 2026. Individuals constituted the leading end-user segment in the overall property and casualty insurance market in 2023.
    • North America Agricultural Insurance: The addressable market for agricultural insurance in North America was estimated at USD 46.53 billion in 2024. North America represents the largest market globally for agricultural insurance, holding approximately 45% of the worldwide share in 2024.
    • Overseas General Insurance: The global property and casualty (P&C) insurance market, which encompasses general insurance outside of North America, was valued at USD 1,920.56 billion in 2025. Global P&C insurance premiums amounted to approximately €2,424 billion (around USD 2.6 trillion) in 2024, with North America accounting for more than half of these volumes.
    • Global Reinsurance: The global reinsurance market size was valued at USD 711.75 billion in 2024 and is projected to grow to approximately USD 2,000.08 billion by 2034. North America contributed over 44% of the revenue share in this market in 2024.
    • Life Insurance: The global life insurance market size was estimated at USD 7.55 trillion in 2024 and is projected to increase to approximately USD 18.03 trillion by 2034.

    AI Analysis | Feedback

    Chubb Limited (CB) is expected to drive future revenue growth over the next 2-3 years through a combination of strong premium growth, increasing net investment income, and strategic initiatives focused on digital transformation and product development.

    • Growth in Net Premiums across P&C and Life Insurance: Chubb anticipates continued robust growth in its net premiums, encompassing both its Property & Casualty (P&C) and life insurance divisions. This growth is significantly bolstered by expansion in international markets, with Latin America and Asia specifically identified as key contributors.
    • Rising Net Investment Income: The company projects a sustained increase in its adjusted net investment income. This is expected as Chubb continues to reinvest its cash flows at higher interest rates, enhancing returns from its fixed income and private investment portfolios.
    • Digital Transformation and New Product Development: Chubb's strategic investments in digital transformation projects are aimed at improving its combined ratio and overall operational efficiency, which supports competitive pricing and business acquisition. Additionally, the launch of new products and services, particularly within emerging markets and through digital distribution channels, is expected to attract new customers and drive revenue.

    AI Analysis | Feedback

    Share Repurchases

    • Chubb's Board of Directors authorized a new $5 billion share repurchase program, effective July 1, 2023, with no expiration date. A similar $5 billion share repurchase program was authorized effective July 1, 2025, also with no expiration date.
    • The company repurchased $3.4 billion in shares in 2025 at an average price of $282.57 per share.
    • Chubb's annual share buybacks totaled $3.694 billion in 2025, $1.801 billion in 2024, and $2.411 billion in 2023.

    Share Issuance

    • The number of outstanding shares decreased from approximately 452 million in 2019 to 400.7 million in 2024, and further to 391.101 million by the end of 2025, indicating a reduction in shares rather than significant issuances.

    Outbound Investments

    • In October 2021, Chubb agreed to acquire Cigna's personal accident, supplemental health, and life insurance business in seven Asia-Pacific markets for $5.75 billion in cash, with the transaction completed in 2022.
    • Chubb acquired Healthy Paws, a pet insurance provider, for approximately $300 million in cash in 2024.
    • In March 2025, Chubb announced agreements to acquire Liberty Mutual's Property & Casualty insurance operations in Thailand and Vietnam.

    Capital Expenditures

    • Chubb annually invests $1.1-$1.2 billion in technological advancements, focusing on modernization and improving processing capabilities.
    • These technology investments are expected to remain in the $1.1-$1.2 billion range annually, supporting core operations and developing new capabilities in analytics and customer-facing systems.

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    SCHHSchwab U.S. REIT ETFReal Estate-1.9%16.9%
    TLTiShares 20+ Year Treasury Bond ETFBond-1.9%-3.6%

    Top Gainers

    TickerCompanyCategory1M RtnYTD Rtn
    USOUnited States Oil Fund LPCommodity17.4%76.6%
    KWEBKraneShares CSI China Internet ETFEquity15.0%-15.6%
    FXIiShares China Large-Cap ETFEquity14.3%-4.8%
    XOPState Street SPDR S&P Oil & Gas Explo...Equity12.7%38.6%
    XLEState Street Energy Select Sector SPD...Equity10.5%32.4%
    ETHAiShares Ethereum Trust ETFCryptocurrency9.7%-37.1%
    FXNFirst Trust Energy AlphaDEX FundEquity8.9%33.7%
    PDBCInvesco Optimum Yield Diversified Com...Commodity8.7%30.2%
    DBCInvesco DB Commodity Index Tracking FundCommodity8.7%29.2%
    HGERHarbor Commodity All-Weather Strategy...Commodity7.1%27.9%

    Top Losers

    TickerCompanyCategory1M RtnYTD Rtn
    NASATema Space Innovators ETFEquity-21.7%-9.2%
    UNGUnited States Natural Gas Fund LPCommodity-12.7%-17.5%
    EWYiShares MSCI South Korea ETFEquity-11.0%64.8%
    SOXXiShares Semiconductor ETFEquity-10.4%68.7%
    ARKKARK Innovation ETFEquity-9.5%-4.4%
    SOXQInvesco PHLX Semiconductor ETFEquity-9.4%61.5%
    LITGlobal X Lithium & Battery Tech ETFEquity-9.3%7.0%
    ICLNiShares Global Clean Energy ETFEquity-8.5%9.5%
    XOVREntrepreneurShares Series Trust ERSha...Equity-8.4%-4.5%
    XBIState Street SPDR S&P Biotech ETFEquity-8.2%20.8%

    More From Trefis

    Research & Analysis

    Invest in Strategies

    Wealth Management

    Peer Comparisons

    Peers to compare with:

    Financials

    CBTRVAIGPRUHIGCINFMedian
    NameChubb Traveler.American.Prudenti.Hartford.Cincinna. 
    Mkt Price348.23373.8278.79122.98142.90178.03160.47
    Mkt Cap134.978.742.442.839.127.542.6
    Rev LTM62,27748,97926,61662,97628,62613,95438,802
    Op Inc LTM-------
    FCF LTM15,37611,0263,5259,7855,7583,4007,772
    FCF 3Y Avg14,8479,6484,1636,9835,6592,7636,321
    CFO LTM15,37611,0263,5259,7855,8803,4177,832
    CFO 3Y Avg14,8479,6484,1636,9835,8212,7816,402

    Growth & Margins

    CBTRVAIGPRUHIGCINFMedian
    NameChubb Traveler.American.Prudenti.Hartford.Cincinna. 
    Rev Chg LTM8.5%2.4%-2.4%3.8%6.1%19.6%5.0%
    Rev Chg 3Y Avg10.4%8.2%0.7%0.4%7.2%14.3%7.7%
    Rev Chg Q7.2%0.3%-2.3%14.8%6.6%31.6%6.9%
    QoQ Delta Rev Chg LTM1.8%0.1%-0.6%3.3%1.6%7.9%1.7%
    Op Inc Chg LTM-------
    Op Inc Chg 3Y Avg-------
    Op Mgn LTM-------
    Op Mgn 3Y Avg-------
    QoQ Delta Op Mgn LTM-------
    CFO/Rev LTM24.7%22.5%13.2%15.5%20.5%24.5%21.5%
    CFO/Rev 3Y Avg25.8%20.5%15.2%11.3%21.6%22.9%21.1%
    FCF/Rev LTM24.7%22.5%13.2%15.5%20.1%24.4%21.3%
    FCF/Rev 3Y Avg25.8%20.5%15.2%11.3%21.0%22.7%20.7%

    Valuation

    CBTRVAIGPRUHIGCINFMedian
    NameChubb Traveler.American.Prudenti.Hartford.Cincinna. 
    Mkt Cap134.978.742.442.839.127.542.6
    P/S2.21.61.60.71.42.01.6
    P/Op Inc-------
    P/EBIT8.97.39.8-7.56.57.5
    P/E12.19.513.412.38.98.310.8
    P/CFO8.87.112.04.46.68.17.6
    Total Yield9.4%11.8%9.8%12.6%12.8%14.1%12.2%
    Dividend Yield1.1%1.3%2.3%4.5%1.6%2.0%1.8%
    FCF Yield 3Y Avg12.8%16.5%8.8%17.6%16.8%11.8%14.7%
    D/E0.10.10.20.50.10.00.1
    Net D/E-0.2-1.1-0.6-1.4-0.4-0.1-0.5

    Returns

    CBTRVAIGPRUHIGCINFMedian
    NameChubb Traveler.American.Prudenti.Hartford.Cincinna. 
    1M Rtn-3.6%9.2%-0.8%8.9%3.7%-7.3%1.5%
    3M Rtn7.4%24.5%2.3%27.7%7.3%12.2%9.8%
    6M Rtn12.6%31.9%7.9%13.1%5.1%10.8%11.7%
    12M Rtn31.9%47.0%4.8%28.7%18.2%24.5%26.6%
    3Y Rtn80.5%133.9%38.7%47.8%108.3%75.9%78.2%
    1M Excs Rtn-5.1%7.6%-2.3%7.3%2.1%-8.9%-0.1%
    3M Excs Rtn2.0%18.1%-4.4%21.3%0.6%5.3%3.6%
    6M Excs Rtn3.6%22.9%-3.0%4.2%-2.8%2.4%3.0%
    12M Excs Rtn12.7%26.0%-16.0%5.3%-3.0%3.5%4.4%
    3Y Excs Rtn4.2%58.1%-28.7%-19.5%31.1%19.3%11.7%

    Comparison Analyses

    null

    Financials

    $ Mil | FY: 12/312026Q22026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q3
    Period End6/30/20263/31/202612/31/20259/30/20256/30/20253/31/202512/31/20249/30/20246/30/20243/31/202412/31/20239/30/2023
    Filing Date7/28/20264/28/20262/27/202610/27/20257/28/20254/28/20252/27/202510/30/20247/26/20244/26/20242/23/202411/1/2023
    Key Financials Quarterly            
    Total Revenue15,95914,81515,30316,20014,88113,38814,27814,87213,90312,92613,08413,889
    Net Income2,8542,3203,2102,8012,9681,3312,5752,3242,2302,1433,3002,043
    EPS7.375.948.107.057.423.326.335.755.515.288.104.99
    Key Financials TTM            
    Total Revenue TTM62,27761,19959,77258,74757,41956,44155,97954,78553,80251,72049,82648,259
    Net Income TTM11,18511,29910,3109,6759,1988,4609,2729,9979,7169,2799,0287,039
    Growth Rates Quarterly            
    Total Revenue Growth7.2%10.7%7.2%8.9%7.0%3.6%9.1%7.1%17.6%17.2%13.6%15.2%
    Net Income Growth-3.8%74.3%24.7%20.5%33.1%-37.9%-22.0%13.8%24.4%13.3%151.7%158.0%
    Margins Quarterly            
    Net Income Margin17.9%15.7%21.0%17.3%19.9%9.9%18.0%15.6%16.0%16.6%25.2%14.7%
    Cash & Debt            
    Total Cash44,83343,37342,58541,98840,36938,85839,18539,91036,29035,89133,78732,450
    Total Debt18,11517,47017,22717,22614,97614,50815,17916,13114,73115,51314,49514,436
    Net Debt / (Cash)-26,718-25,903-25,358-24,762-25,393-24,350-24,006-23,779-21,559-20,378-19,292-18,014
    Cash Flows Quarterly            
    FCF from Operations3,7303,9474,0603,6393,5511,5664,5654,3184,0793,2203,1864,680
    Cash Flows TTM            
    FCF from Operations TTM15,37615,19712,81613,32114,00014,52816,18214,80315,16513,60112,63212,104
    Returns to Shareholders Quarterly            
    Dividends379380384390365366367371349349350356
    Share Repurchases1,0621,1741,1711,086746691450295652404563581
    Return on Invested Capital (ROIC) Quarterly            
    ROIC------------
    Return on Invested Capital (ROIC) TTM            
    ROIC TTM------------

    Segment Financials

    Revenue by Segment
    $ Mil20212020201920182017
    North America Commercial Property and Casualty (P&C) Insurance17,53916,02515,03114,43514,152
    Overseas General Insurance11,0389,8199,4709,2318,741
    North America Personal Property and Casualty (P&C) Insurance5,1645,1264,9524,8294,625
    Life Insurance2,8092,8672,7162,5592,414
    North America Agricultural Insurance2,3661,8521,8251,5971,533
    Global Reinsurance1,1291,005933927977
    Corporate1,105-586-647-209-199
    Segment Measure Reclass-187-114-94  
    Net realized gains (losses)   -652 
    Total40,96335,99434,18632,71732,243


    Net Income by Segment
    $ Mil20152014201320122011
    Insurance - North American P&C1,0561,0851,021  
    Insurance - Overseas General534545539521548
    Global Reinsurance300316280290287
    Life265268251251224
    Insurance - North American Agriculture232626  
    Corporate161227  
    Corporate and Other   2813
    Insurance - North American   1,0911,170
    Total2,1942,2522,1442,1812,242


    Price Behavior

    Price Behavior
    Market Price$348.23 
    Market Cap ($ Bil)134.9 
    First Trading Date03/26/1993 
    Distance from 52W High-4.2% 
       50 Days200 Days
    DMA Price$337.86$317.42
    DMA Trendupup
    Distance from DMA3.1%9.7%
     3M1YR
    Volatility24.7%19.4%
    Downside Capture-144.03-64.94
    Upside Capture-80.02-17.90
    Correlation (SPY)-53.8%-22.1%
    CB Betas & Captures as of 7/31/2026

     1M2M3M6M1Y3Y
    Beta-1.42-1.03-0.98-0.47-0.340.15
    Up Beta-1.99-0.57-0.450.04-0.130.28
    Down Beta-0.76-0.93-1.03-0.49-0.350.19
    Up Capture-115%-73%-67%-30%-10%4%
    Bmk +ve Days11223567138427
    Stock +ve Days13263268137405
    Down Capture-185%-187%-173%-125%-110%-18%
    Bmk -ve Days11212859114326
    Stock -ve Days9173158115348

    [1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
    Based On 1-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with CB
    CB32.7%19.3%1.34-
    Sector ETF (XLF)10.9%14.8%0.4925.9%
    Equity (SPY)21.0%12.9%1.20-22.8%
    Gold (GLD)22.8%28.1%0.72-17.6%
    Commodities (DBC)28.8%19.7%1.16-5.9%
    Real Estate (VNQ)15.5%13.8%0.8032.0%
    Bitcoin (BTCUSD)-45.9%43.1%-1.30-10.8%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 5-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with CB
    CB17.4%20.4%0.71-
    Sector ETF (XLF)11.3%18.4%0.4856.0%
    Equity (SPY)12.9%17.2%0.5832.6%
    Gold (GLD)17.2%18.5%0.75-3.7%
    Commodities (DBC)8.4%19.5%0.327.5%
    Real Estate (VNQ)2.5%18.9%0.0338.2%
    Bitcoin (BTCUSD)11.0%53.1%0.397.1%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 10-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with CB
    CB12.5%23.8%0.50-
    Sector ETF (XLF)13.6%22.0%0.5668.3%
    Equity (SPY)15.1%17.9%0.7251.9%
    Gold (GLD)11.4%16.1%0.58-1.1%
    Commodities (DBC)7.1%18.0%0.3117.7%
    Real Estate (VNQ)4.8%20.7%0.2053.7%
    Bitcoin (BTCUSD)58.0%66.2%0.988.6%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How

    Short Interest

    Short Interest: As Of Date7152026
    Short Interest: Shares Quantity4.2 Mil
    Short Interest: % Change Since 6302026-9.1%
    Average Daily Volume1.8 Mil
    Days-to-Cover Short Interest2.3 days
    Basic Shares Quantity387.4 Mil
    Short % of Basic Shares1.1%

    Returns Analyses

    Earnings Returns History

    Updated 7/30/2026
    Expand for More
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    7/21/2026-3.3%2.5% 
    4/21/2026-1.2%0.3%-0.3%
    2/3/20265.1%4.1%6.1%
    10/21/20252.7%2.3%9.2%
    7/22/2025-3.1%-3.7%0.3%
    4/22/2025-2.0%-1.9%0.0%
    1/28/20251.3%-0.0%3.5%
    10/29/2024-1.2%-3.5%1.1%
    ...
    SUMMARY STATS   
    # Positive111619
    # Negative1495
    Median Positive3.1%3.1%3.5%
    Median Negative-1.5%-2.1%-3.5%
    Max Positive5.3%9.6%23.6%
    Max Negative-6.2%-5.5%-8.4%
     Collapse to Preview
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    7/21/2026-3.3%2.5% 
    4/21/2026-1.2%0.3%-0.3%
    2/3/20265.1%4.1%6.1%
    10/21/20252.7%2.3%9.2%
    7/22/2025-3.1%-3.7%0.3%
    4/22/2025-2.0%-1.9%0.0%
    1/28/20251.3%-0.0%3.5%
    10/29/2024-1.2%-3.5%1.1%
    7/23/2024-1.2%5.1%3.4%
    4/23/2024-2.7%-0.5%7.0%
    1/31/2024-0.0%0.8%2.3%
    10/24/20232.0%1.5%7.2%
    7/25/20235.3%3.9%2.9%
    4/25/2023-1.4%-0.3%-3.5%
    1/31/2023-6.2%-5.4%-8.4%
    10/25/20221.4%6.0%6.3%
    7/26/2022-0.7%-2.1%4.3%
    4/26/20223.5%2.1%2.3%
    2/1/20223.8%4.0%3.1%
    10/26/20211.6%1.8%1.7%
    7/27/2021-1.9%1.9%10.3%
    4/27/2021-1.5%3.7%-0.3%
    2/2/20213.1%9.2%10.2%
    10/27/20203.2%9.6%23.6%
    7/28/2020-0.0%-5.5%-4.8%
    SUMMARY STATS   
    # Positive111619
    # Negative1495
    Median Positive3.1%3.1%3.5%
    Median Negative-1.5%-2.1%-3.5%
    Max Positive5.3%9.6%23.6%
    Max Negative-6.2%-5.5%-8.4%

    SEC Filings

    Expand for More
    Report DateFiling DateFiling
    06/30/202607/28/202610-Q
    03/31/202604/28/202610-Q
    12/31/202502/27/202610-K
    09/30/202510/27/202510-Q
    06/30/202507/28/202510-Q
    03/31/202504/28/202510-Q
    12/31/202402/27/202510-K
    09/30/202410/30/202410-Q
    06/30/202407/26/202410-Q
    03/31/202404/26/202410-Q
    12/31/202302/23/202410-K
    09/30/202311/01/202310-Q
    06/30/202307/28/202310-Q
    03/31/202305/02/202310-Q
    12/31/202202/24/202310-K
    09/30/202210/28/202210-Q
     Collapse to Preview
    Report DateFiling DateFiling
    06/30/202607/28/202610-Q
    03/31/202604/28/202610-Q
    12/31/202502/27/202610-K
    09/30/202510/27/202510-Q
    06/30/202507/28/202510-Q
    03/31/202504/28/202510-Q
    12/31/202402/27/202510-K
    09/30/202410/30/202410-Q
    06/30/202407/26/202410-Q
    03/31/202404/26/202410-Q
    12/31/202302/23/202410-K
    09/30/202311/01/202310-Q
    06/30/202307/28/202310-Q
    03/31/202305/02/202310-Q
    12/31/202202/24/202310-K
    09/30/202210/28/202210-Q
    06/30/202207/29/202210-Q
    03/31/202204/29/202210-Q
    12/31/202102/24/202210-K
    09/30/202110/28/202110-Q
    06/30/202107/29/202110-Q
    03/31/202104/30/202110-Q
    12/31/202002/25/202110-K
    09/30/202010/30/202010-Q
    06/30/202007/31/202010-Q
    03/31/202004/29/202010-Q
    12/31/201902/27/202010-K
    09/30/201910/31/201910-Q

    Insider Activity

    Updated 6/10/2026
    Expand for More
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Ortega, Juan LuisExecutive Vice President*DirectSell6102026322.083,8861,251,6039,294,884Form
    2Keogh, John WPresident &COODirectSell5292026321.5123,0007,394,74065,370,040Form
    3Atieh, Michael G DirectSell5262026329.53578190,46813,185,893Form
    4Steimer, Olivier DirectSell3202026329.302,000658,6008,386,537Form
    5Ohsiek, George FChief Accounting OfficerDirectSell3102026325.20770250,4085,556,926Form
     Collapse to Preview
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Ortega, Juan LuisExecutive Vice President*DirectSell6102026322.083,8861,251,6039,294,884Form
    2Keogh, John WPresident &COODirectSell5292026321.5123,0007,394,74065,370,040Form
    3Atieh, Michael G DirectSell5262026329.53578190,46813,185,893Form
    4Steimer, Olivier DirectSell3202026329.302,000658,6008,386,537Form
    5Ohsiek, George FChief Accounting OfficerDirectSell3102026325.20770250,4085,556,926Form
    6Johns, Bryce LSenior Vice President,*DirectSell3062026336.621,500504,9258,337,996Form
    7Wayland, Joseph FExecutive Vice President and*DirectSell3052026336.447,6452,572,08418,912,084Form
    8Ohsiek, George FChief Accounting OfficerDirectSell2172026324.303,9001,264,7755,518,461Form
    9Ohsiek, George FChief Accounting OfficerDirectSell2172026328.971,240407,9236,880,887Form
    10Greenberg, Evan GChairman & CEODirectSell2172026335.0914,9255,001,273166,424,621Form
    11Greenberg, Evan GChairman & CEODirectSell2092026331.4715,0604,991,867169,569,692Form
    12Ortega, Juan LuisExecutive Vice President*DirectSell12042025295.044,3571,285,48910,648,858Form
    13Boroughs, Timothy AlanExecutive Vice President*DirectSell11262025296.1710,5803,133,4793,749,512Form
    14Boroughs, Timothy AlanExecutive Vice President*Family FoundationSell11262025295.19850250,912467,876Form
    15Lupica, John JVice Chrm, Chubb Group*DirectSell11182025296.4516,3754,854,36922,004,061Form
    16Wayland, Joseph FExecutive Vice President and*DirectSell11142025297.085,8301,731,97618,001,074Form
    17Lupica, John JVice Chrm, Chubb Group*DirectSell10292025281.0023,6986,659,13825,458,656Form
    18Corbat, MichaelDirectBuy7282025269.80425114,665661,010Form
    19Lupica, John JVice Chrm, Chubb Group*DirectSell7032025290.065,5131,599,07826,447,348Form
    20Atieh, Michael GDirectSell6182025287.56538154,70711,351,227Form
    21Keogh, John WPresident & COODirectBuy6102025292.999,8102,874,13572,526,062Form
    22Keogh, John WPresident & COODaughter's TrustSell6102025292.999,794  Form
    23Wayland, Joseph FExecutive Vice President and*DirectSell6062025293.165,2611,542,31519,514,885Form

    Investor Activity (13F)

    Updated Aug 4, 2026
    13F holdings as of Mar 31, 2026 (Q1 2026)

    Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Mycio Wealth Partners, LLC$309.8 Mil61.7%49Hold13F
    Talaria Asset Management Pty Ltd$72.8 Mil14.7%12Hold13F
    Oldfield Partners LLP$57.6 Mil14.6%18Hold13F
    Altrinsic Global Advisors LLC$385.8 Mil13.8%135TRIM -9.8%13F
    Unio Capital LLC$55.0 Mil11.8%21TRIM -16.0%13F
    Troy Asset Management Ltd$285.1 Mil8.5%30ADD +10.4%13F
    Nepsis Inc.$17.1 Mil5.7%29Hold13F
    Wedgewood Partners Inc$17.6 Mil3.6%22Hold13F
    Hi-Line Capital Management, LLC$10.5 Mil3.3%32Hold13F
    Weybosset Research & Management LLC$10.9 Mil3.2%33Hold13F
    XXEC, Inc.$15.6 Mil2.7%23New13F
    Elite Wealth Management, Inc.$8.0 Mil2.6%49New13F
    Bender Robert & Associates$10.1 Mil2.4%45Hold13F
    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    XXEC, Inc.$15.6 Mil2.7%23New13F
    Elite Wealth Management, Inc.$8.0 Mil2.6%49New13F
    Troy Asset Management Ltd$285.1 Mil8.5%30ADD +10.4%13F
    Active ManagerValue% of PortfolioTotal PositionsQoQAs OfFiling
    Davis Asset Management, L.P.$140.5 Mil5.0%30ExitedDec 31, 202513F
    Unio Capital LLC$55.0 Mil11.8%21TRIM -16.0%Mar 31, 202613F
    Altrinsic Global Advisors LLC$385.8 Mil13.8%135TRIM -9.8%Mar 31, 202613F
    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Altrinsic Global Advisors LLC$385.8 Mil13.8%135TRIM -9.8%13F
    Mycio Wealth Partners, LLC$309.8 Mil61.7%49Hold13F
    Troy Asset Management Ltd$285.1 Mil8.5%30ADD +10.4%13F
    Talaria Asset Management Pty Ltd$72.8 Mil14.7%12Hold13F
    Oldfield Partners LLP$57.6 Mil14.6%18Hold13F
    Unio Capital LLC$55.0 Mil11.8%21TRIM -16.0%13F
    Wedgewood Partners Inc$17.6 Mil3.6%22Hold13F
    Nepsis Inc.$17.1 Mil5.7%29Hold13F
    XXEC, Inc.$15.6 Mil2.7%23New13F
    Weybosset Research & Management LLC$10.9 Mil3.2%33Hold13F
    Hi-Line Capital Management, LLC$10.5 Mil3.3%32Hold13F
    Bender Robert & Associates$10.1 Mil2.4%45Hold13F
    Elite Wealth Management, Inc.$8.0 Mil2.6%49New13F

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