NYSE:CB
Chubb Limited (CB)
332.08
+0.71 (0.21%)
as of Sep 29, 2026, 8:00:00 pm Market Open.
51 watching
Financials 
Technical Analysis 0
TOP PICK
Their P&C insurance business has strengthened with good volumes. Their combined ratio has fallen (good); underwriting is covering costs, so their investments are all gravy. Their investment business faces a positive: rising interest rates. It trades at 1.3x book which is decent. They specialize in private/commercial property & casualty insurance. (Analysts’ price target is $197.21)
Gordon ReidOwned
insurance
BUY
They're experts in spreading risk, ensuring they have enough capital to cover payouts on losses. Their combined ratio under 100 means they're profitable in their underwriting (pre-investments) though Chubb is profitable in investments, too. CB is in a good position. We're in a new cycle that allows price increases in the property casualty insurance business. He's happy to own this.
Gordon ReidOwned
insurance
TOP PICK
Two-thirds of their business is in North America. They have pricing power now (at times in a cycle insurers don't). CB's combined ratio is very strong. It trades at 1.3x book, reasonable for an insurer, and at 15x earnings. He's done well holding this for a while. (Analysts’ price target is $180.59)
Gordon ReidOwned
insurance
PAST TOP PICK
(A Top Pick Feb 07/20, Up 4%) Insurance companies have increased prices to cover catastrophic losses. An example of inflation. Book value's been growing. Combined ratio is back to 89-90% range. Still a buy.
David DriscollOwned
insurance
BUY
Premiums have been invested in fixed income, so profitability has gone down. Relative to the equity markets, fixed income is less volatile, and so their float is safer than some of its peers. For business interruptions and any big payouts, premiums will increase going forward. Long-term, with eventually higher interest rates, profitability will increase. A good company.
insurance
PAST TOP PICK
(A Top Pick Aug 02/19, Down 16%) Insurance is facing catastrophe because of COVID, though governments will not let the insurers go bankrupt. Insurers will probably cope by raising prices. Chubb has the highest credit rating and its combined ratio is 100%, despite the economic downturn. Chubb's book value continues to grow, though the stock is down 19% YTD. He'd buy on weakness. The 2.5% dividend pays you to wait.
David DriscollOwned
insurance
PAST TOP PICK
(A Top Pick Jun 26/19, Down 6%) Continues to like it. Has pricing power, which tends to be cyclical. Combined ratio of less than 100%, which is good. Growing well, about 10% off 2019 levels. Stable.
Gordon ReidOwned
insurance
BUY ON WEAKNESS
BUY
P&C is a great space. KIE is a US insurance ETF and is hitting new highs, consolidating since June. Chubb is strong in P&C. Allstate is also good. He owns both.
David BurrowsOwned
insurance
TOP PICK
Earnings were a blow out announced yesterday. Since there were little catastrophes last year, profits boomed. The book value is rising. It's the best insurance company based on combined ratio, how much you're paying in claims versus premiums, which is at 98%. (Analysts’ price target is $165.17)
David DriscollOwned
insurance
PAST TOP PICK
(A Top Pick Oct 12/18, Up 25%) They've been able to raise prices in the last year. They are a high quality re-insurer. The opioid crisis is the only concern. It's still a buy and he continues to buy it.
David DriscollOwned
insurance
PAST TOP PICK
(A Top Pick Oct 12/18, Up 21%) Property casualty. Combined ratio dropped to 89%. Among the best and has a single A credit rating.
David DriscollOwned
insurance
TOP PICK
They only own government bonds in cash in their investment portfolio that will make money if interest rates go down. Ability to grow earnings over the next while. Will benefit from falling interest rates. Yield 1.97%
David DriscollOwned
insurance
TOP PICK
A specialty insurer. They hold pricing power now and he expects that to continue for a few years. They implented good cost monitoring measures.
It trades at 1.3 times book -- quite reasonable. Well managed. Yield 2.00% (Analysts’ price target is $152.44)
Gordon ReidOwned
insurance
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