Chubb(CB)
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Chubb Limited Shareholders Approve 32nd Consecutive Annual Dividend Increase; Chubb Limited Board Declares Record Date for First Dividend Installment and Authorizes New Share Repurchase Program
Prnewswire· 2025-05-15 15:15
Core Points - Chubb Limited announced a 6.6% increase in its annual dividend to $3.88 per share, marking the 32nd consecutive annual increase [1] - The dividend will be paid in four quarterly installments, with the first installment of $0.97 per share payable on July 3, 2025, to shareholders of record as of June 13, 2025 [2] - The company authorized a new $5 billion share repurchase program effective July 1, 2025, with no expiration date [3] Dividend Details - The new dividend amount represents an increase from the previous $3.64 per share [1] - The dividend payments will be made in United States dollars and will be sourced from legal reserves [2] Share Repurchase Program - The new share repurchase program will be in addition to the existing program, which remains effective through June 30, 2025 [3] - Management will determine the timing and volume of share repurchases at their discretion, subject to market conditions and legal requirements [4] Company Overview - Chubb is a leading global insurance provider with operations in 54 countries, offering a wide range of insurance products [5] - The company is listed on the New York Stock Exchange and is a component of the S&P 500 index, employing approximately 43,000 people worldwide [5]
桥水Q1调仓大动作:阿里巴巴(BABA.US)持仓暴增21倍,英伟达(NVDA.US)被减仓
Zhi Tong Cai Jing· 2025-05-15 00:29
Group 1 - Bridgewater Associates made significant adjustments to its investment portfolio in Q1 2025, focusing on technology, consumer, and financial sectors [1] - The fund increased its holdings in streaming giant Netflix by 30,500 shares, while reducing its stake in semiconductor equipment leader Lam Research by 570,000 shares to 1.96 million shares [1] - Bridgewater's adjustments reflect a "new and old" transition in tech stocks, maintaining stable positions in cloud computing while reducing traditional hardware suppliers [1] Group 2 - In the consumer sector, Bridgewater's holdings in e-commerce giant Alibaba surged from 255,000 shares to 5.66 million shares, an increase of over 21 times, while completely exiting its position in cosmetics retailer Ulta Beauty [2] - The fund exited its positions in four healthcare companies, including 3M, Amgen, Herbalife, and Teva Pharmaceuticals, contrasting with its continued investment in technology stocks [2] - Bridgewater's strategy indicates a focus on the recovery of consumption in the post-pandemic era and opportunities in technology innovation [2] Group 3 - The fund's holdings in Microsoft increased from 667,000 shares to 809,400 shares, while reducing its stake in eBay by 450,000 shares to 1.33 million shares, indicating structural adjustments within tech stocks [2] - In the financial sector, Bridgewater adopted a strategy of "increasing top-tier holdings while reducing tail-end positions," increasing its stake in Goldman Sachs while remaining cautious about regional financial institutions [2] - Overall, the portfolio adjustments reveal three key investment logics: betting on structural opportunities in tech due to accelerated digital transformation, optimism about recovery in sectors like aviation and payments, and optimizing risk-return profiles through increased industry concentration [2]
桥水一季度减持SPDR标普500 ETF信托,但仍然是第一大重仓资产。买入SPDR黄金ETF。新进高盛和Chubb
news flash· 2025-05-14 16:59
13F报告显示:桥水一季度减持SPDR标普500 ETF信托,但仍然是第一大重仓资产——占比8.7%。 买入SPDR黄金ETF。 新进高盛和Chubb。 ...
Chubb: Quiet Compounder Trading Below Intrinsic Value
Seeking Alpha· 2025-05-07 08:13
Group 1 - The coverage of Chubb (NYSE: CB) was initiated in October last year, with a hold thesis due to its seemingly unattractive valuation [1] - The article titled "Chubb's 20-Year Outperformance Continues As Market Winds Change" highlights the company's consistent performance over two decades despite market fluctuations [1] Group 2 - The author identifies as a contrarian risk-averse investor, focusing on low-risk passive income and aiming for approximately 12% average annual returns [2] - The investment strategy emphasizes consistency over volatility, with a preference for companies that generate cash in developed industries [2]
Warren Buffett's Giant Berkshire Portfolio: Top 10 Includes Banks, Oil, And Apple
Benzinga· 2025-05-05 21:01
Over multiple decades, legendary investor Warren Buffett has helped produce incredible returns for conglomerate Berkshire Hathaway Inc BRK BRK, often times outperforming the S&P 500.With news that Buffett is stepping down as Berkshire CEO at the end of the year, here's a look at the top 10 stock holdings of the Berkshire Hathaway portfolio.Buffett Builds Berkshire Hathaway: Buffett has shaped Berkshire Hathaway from the early days of a textile maker into a conglomerate that owns companies like Duracell, Dai ...
AXS or CB: Which Is the Better Value Stock Right Now?
ZACKS· 2025-05-02 16:41
Investors interested in stocks from the Insurance - Property and Casualty sector have probably already heard of Axis Capital (AXS) and Chubb (CB) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven strategy t ...
Chubb, Zurich, National Indemnity Launch Excess Casualty Facility
Prnewswire· 2025-05-01 20:10
Offering addresses growing insurance challenges for large companies amid claims escalation; provides up to $100 million in claims-made excess casualty coverage.NEW YORK, May 1, 2025 /PRNewswire/ -- Chubb, Zurich North America and National Indemnity have announced a new excess casualty facility that can offer up to $100 million in lead excess casualty insurance capacity on a claims-made basis for large national and multinational companies. The facility is unique in the industry and will deliver excess umbrel ...
Chubb(CB) - 2025 Q1 - Quarterly Report
2025-04-28 20:12
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from to Commission File No. 1-11778 CHUBB LIMITED (Exact name of registrant as specified in its charter) Switzerland 98-0091805 (State or other jurisdiction ...
Chubb(CB) - 2025 Q1 - Earnings Call Transcript
2025-04-23 15:26
Chubb Limited (NYSE:CB) Q1 2025 Earnings Conference Call April 23, 2025 8:30 AM ET Company Participants Karen Beyer - Senior Vice President, Investor Relations Evan Greenberg - Chairman and Chief Executive Officer Peter Enns - Executive Vice President and Chief Financial Officer Conference Call Participants Gregory Peters - Raymond James Michael Zaremski - BMO Capital Markets Brian Meredith - UBS David Motemaden - Evercore ISI Meyer Shields - KBW Alex Scott - Barclays Robert Cox - Goldman Sachs Operator Tha ...
CB Q1 Earnings Beat, Premiums & Net Investment Income Rise Y/Y
ZACKS· 2025-04-23 13:20
Chubb Limited (CB) reported first-quarter 2025 core operating income of $5.68 per share, which outpaced the Zacks Consensus Estimate by 12.8%. However, the bottom line decreased 30.1% year over year.Chubb Limited's results reflected higher catastrophe losses and poor underwriting income, which were partially offset by higher premiums and improved net investment income. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Quarter in DetailNet premiums written improved 3.5% year over year ...