Chubb Ltd (CB)

Nov 11, 2026

American Integrity Insurance Group has significantly increased its voluntary new residential policies in Florida's Tri-County region, growing from 233 policies to 8,003 in a single year. This 34-fold increase reflects the impact of Florida's 2022-2023 tort reforms, which have made the South Florida market more viable for admitted homeowners carriers. The company also shifted its strategy by reducing its non-catastrophe quota share reinsurance arrangement and stopping the assumption of Citizens Property Insurance Corporation policies due to less attractive economics.

Nov 6, 2026

SiriusPoint (NYSE: SPNT) reported strong Q3 2026 financial results, exceeding its ROE target with 17.6% year-to-date. The company announced a loss portfolio transfer (LPT) agreement with RiverStone, covering runoff exposures and freeing up over $200 million in capital, and plans to update its financial reporting to highlight its specialty underwriting focus, making Accident & Health a standalone segment. Management emphasized disciplined growth, a strong balance sheet, and continued capital returns to shareholders, having already returned $300 million in 2026.

Nov 5, 2026

AIG announced it is stepping back from its earlier guidance of low- to mid-teen net-premium growth for 2026 due to marketplace pressures in certain lines of business and geographies. CEO Eric Andersen emphasized maintaining underwriting discipline and managing risk, margins, and returns over chasing growth. The company plans to leverage its global portfolio's strength and diversity to drive performance, focusing on growing in the middle market and SME segments while reducing exposure in large property and casualty accounts facing intense competition.

Nov 5, 2026

American International Group (AIG) reported strong third-quarter results, with adjusted after-tax income of $1.1 billion and core operating return on equity of 11.1%. The company highlighted premium growth across its commercial and personal insurance segments, improved underwriting margins, and increasing net investment income. Despite these positive indicators, AIG acknowledged challenges such as catastrophe losses, elevated casualty loss trends, and increased competition in certain markets, leading to a more cautious growth outlook.

Nov 4, 2026

As the Federal Reserve appears set to raise interest rates again, four insurance companies—Chubb, Travelers, Progressive, and MetLife—are strategically benefiting. These insurers are reinvesting their "float" (premiums collected upfront) into higher-yielding bonds, compounding their investment income. Historically, these stocks have seen significant gains, especially after rate-hiking cycles conclude, making them attractive investments in the current economic environment.

Nov 4, 2026

Bowhead Specialty Holdings Inc. reported a 10.8% increase in gross written premiums to $256.4 million in Q3, as it awaits its $1.2 billion acquisition by American Family Mutual Insurance Company, S.I. Adjusted net income rose 16% to $18.4 million, with digital lines significantly expanding. The company's combined ratio was 95.9%, and net investment income climbed 36.7%.

Nov 4, 2026

CNA Financial Corporation reported third-quarter 2026 core earnings of 75 cents per share, significantly missing analyst expectations due to unfavorable long-term care reserve updates, higher catastrophe losses, and weaker underwriting results. The company's revenues also fell short of estimates. Despite some growth in net written premiums, P&C underwriting gains declined, and the combined ratio deteriorated, primarily influenced by increased catastrophe losses and higher underlying losses in various lines.

Nov 3, 2026

Barclays Plc is increasing its review processes and utilizing internal models to identify and track client exposures to escalating flood risks, a move prompted by the growing threat of flooding and regulatory pressure from the Bank of England. A recent Barclays survey revealed that 86% of UK business leaders have struggled to obtain climate-risk insurance, with many reallocating capital towards resilience against extreme weather. The bank acknowledges that physical climate risks are materializing much sooner than anticipated, highlighting the increasing urgency for businesses to invest in protecting assets.

Nov 3, 2026

This Zacks Analyst Blog highlights research reports on Seagate Technology Holdings plc (STX), Chubb Ltd. (CB), Intercontinental Exchange, Inc. (ICE), and Medalist Diversified, Inc. (MDRR). It details the financial performance, market positions, opportunities, and risks associated with each company, providing insights into their recent results and future outlook. The article also touches upon the unique microcap research offered by Zacks.

Nov 3, 2026

Chubb Ltd CEO Evan G. Greenberg sold 13,889 common shares at an average price of $360.02 on October 29, 2026. On the same day, he exercised options to purchase 719 common shares at $139.01, increasing his direct holdings. A previous restructuring on May 28, 2026, transferred 291,163 shares into a revocable trust, maintaining his pecuniary interest.

Nov 2, 2026

Arch Capital's CEO, Nicolas Papadopoulo, views third-party capital as a valuable tool with a lower cost-of-capital, helping the company manage net exposure and optimize returns, especially amidst abundant reinsurance capacity. The firm's CFO, François Morin, highlighted that profit commissions from their third-party capital platform positively impact their expense ratio, showcasing its beneficial financial contributions despite not being regularly discussed. This strategy is critical for Arch Capital in navigating the current soft cycle in reinsurance and adapting to market pressures.

Nov 2, 2026

Argus has raised its target price for Viasat Inc (VSAT) to $74.00, citing the company's focus on bandwidth technologies and services across its communication services and defense and advanced technologies segments. The current stock price for VSAT is $74.11. The report, dated October 28, 2026, includes an earnings estimate.

Oct 31, 2026

Prosperitas Financial LLC recently acquired a new position in Chubb Limited, purchasing 7,336 shares valued at approximately $2,386,000. Other institutional investors like Berkshire Hathaway and BlackRock also significantly increased their holdings in the financial services provider during the second quarter. The article also details recent analyst ratings, stock performance, dividend announcements, and insider transactions for Chubb.

Oct 31, 2026

Americana Partners LLC significantly increased its stake in Chubb Limited (NYSE:CB) by purchasing 45,375 additional shares in Q3, bringing its total holdings to 46,247 shares valued at $15 million. Other institutional investors also raised their positions in the global insurance company, which reported strong quarterly results with $7.66 EPS and $16.20 billion in revenue, both exceeding expectations. Analysts currently have an average "Hold" rating on Chubb, with an average price target of $362.78.

Oct 30, 2026

Arch Insurance North America has announced its agreement to acquire Premier Dealer Holding Corp (PDS) to strengthen its position in the automotive finance and insurance market. PDS, based in Dublin, Ohio, specializes in providing automotive protection products and services to dealerships. This acquisition, expected to close by year-end pending regulatory approvals, will see PDS operate as a stand-alone company within Arch Insurance's consumer division.

Oct 29, 2026

South Dakota's Consumer Protection Fund will receive $2.6 million from a settlement with General Motors. The settlement addresses allegations that GM collected and sold private driver data, including behavior and location, to third parties like insurance companies. Attorney General Marty Jackley emphasized that the settlement requires GM to obtain express consent for data collection and disclosure, and allows customers to request, delete, or disable data collection.

Oct 29, 2026

Willis Towers Watson Public Limited Company (WTW) reported third-quarter 2026 adjusted earnings of $3.63 per share, surpassing estimates, while revenues of $2.46 billion missed the consensus. The company saw an 18% increase in earnings year-over-year and an 8% rise in revenues, driven by organic growth across its Health, Wealth & Career and Risk & Broking segments. Adjusted operating margin expanded due to improved operating leverage and expense management, and the company also made progress on its Propel AI initiative and strengthened its cash flow.

Oct 29, 2026

Analysts from various firms have issued conflicting ratings for financial companies Hartford Insurance (HIG), Robinhood (HOOD), and Chubb (CB). Hartford Insurance received a Moderate Buy consensus despite some Hold ratings, Robinhood maintains a Strong Buy consensus, and Chubb generally holds a Hold consensus. These ratings are based on price targets, analyst success rates, and recent company performance, with details provided for each analyst's outlook.

Oct 29, 2026

An investment of $1000 in Kinsale Capital Group, Inc. (KNSL) made ten years ago would now be worth $15,706.40, representing a gain of 1,470.64%. This significantly outperforms the S&P 500 and gold over the same period. Analysts anticipate continued upside for KNSL due to its focus on niche excess and surplus risks, proprietary technology, and rising investment income, though competition and market volatility pose some risks.

Oct 28, 2026

Cincinnati Financial Corporation (CINF) reported strong third-quarter 2026 operating income of $2.86 per share, significantly beating analyst estimates due to higher earned premiums and increased net investment income. Despite facing challenges from higher catastrophe losses and underwriting expenses, the company saw overall revenue growth. Its property and casualty insurance business remained profitable, and all insurance segments contributed positively, leading to a "Buy" rating from Zacks.

Oct 27, 2026

Chubb Limited (CB) is a trending stock due to its recent positive performance, with shares returning +7.7% over the past month. The company holds a Zacks Rank #2 (Buy), indicating potential near-term outperformance, driven by positive earnings estimate revisions and consistent revenue growth. Investors are encouraged to consider these fundamental factors beyond market buzz.