CB at a glance
Chubb Limited (CB, SEC CIK 896159) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on July 21, 2026 and Form 4 insider filings as recently as September 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Chubb Limited (CB) reported revenue of $59.4 billion (up 6.5% from FY2024) and net income of $10.3 billion. Diluted EPS was $25.68.
- As of June 30, 2026, 60 institutional investment managers tracked by SignalX reported holding Chubb Limited (CB) shares worth $65.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by CONNORS MICHAEL P on August 21, 2026 of 5,500 shares at $345.00 per share.
- In the last 90 days, CB insiders reported 0 open-market purchases ($0) and 2 open-market sales ($5.0M) on Form 4, a net sale of $5.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $59.4B
- +6.5% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$5.0M
- 13F holders
- 60 funds
- $65.3B · +3 vs prior quarter
- Latest 8-K
- Jul 21, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- OECD global minimum tax (15%) effective 2024–2025, plus Bermuda CIT at 15% from Jan 1, 2025; OECD Jan 2025 guidance could trigger additional tax on deferred tax assets reversing after 2026
- Operations in 54 countries expose Chubb to geopolitical disruption; ~26.7% of unhedged net assets denominated in foreign currencies at Dec 31, 2025
- Reinsurance recoverables $20.6B net at Dec 31, 2025; Century Indemnity (run-off) holds ~$1.9B in intercompany ceded balances at risk if Century becomes insolvent
- NYDFS Cybersecurity Regulation and EU AI Act impose evolving compliance obligations; AI-enabled threats (deepfakes, persistent attacks) specifically flagged as intensifying cyber risk
- Below-investment-grade securities ~17% of fixed income portfolio at Dec 31, 2025, with elevated credit/default and liquidity risk in economic downturns
Management Discussion & Analysis
- Revenue $59.4B total; net premiums written $54.8B, up 6.6% YoY; net investment income record $6.5B, up 9.0%
- P&C combined ratio 85.7% vs 86.6%; CAY combined ratio ex-cats 81.9% vs 83.1%; net income $10.31B vs $9.27B, up 11.2%
- Best segment: North America Commercial P&C, underwriting income $3.78B, up 17.6%; combined ratio 81.4% vs 83.9%; worst: North America Personal P&C, combined ratio 91.5% vs 83.6%, hit by $1.72B California wildfire losses
- Operating cash flow $12.8B; share repurchases and dividends ongoing but no specific dollar amounts disclosed; interest expense $764M rising to projected $772M in 2026
- Key risks: California wildfire exposure, rising casualty loss trends, Bermuda tax law enactment driving ETR to 18.6% vs 15.8%; adverse A&E/molestation run-off development of $306M
Business Overview
- Global P&C/A&H/life insurer operating in 54 countries; earnings from underwriting income, investment income, and life segment income
- New in FY2025: North America Small & Lower Midmarket Division launched; LMG Insurance Thailand acquired; Huatai ownership reached ~87.2%
- ~45,000 employees; Asia-heavy workforce at 40%, with ~9,000 roles filled and ~6,500 external hires in 2025
- Consolidated NPE $53.0B; Life Insurance segment 14% of NPE; Huatai Asset Management managing over $155B AUM in China
- NAIC AI Model Bulletin adopted by 19 states with 4 more pending: directly flagged as impacting Chubb's AI tool usage in operations
AI summary of the CB 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Total assets $281B and shareholders’ equity $75B at June 30, 2026
- Six operating segments, including North America Commercial P&C and Life Insurance
Risk Factors
- Newly disclosed sanctions-compliance risk: non-U.S. subsidiaries issued policies to sanctioned parties under Executive Order 13224
- Regulatory exposure: affected policies generated approximately $3,834.82 in gross revenues
- Compliance remediation: policies frozen, related premiums frozen, and no claims paid
- Operational risk: future services to designated persons prohibited by Chubb’s stated intent
- Capital-allocation risk: $7.5 billion share-repurchase authorization effective July 1, 2026
AI summary of the CB 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Chubb reported second-quarter 2026 results in an accompanying press release
- Financial Supplement provides detailed second-quarter 2026 operating and financial data
Item EX-99.1: Item EX-99.1
- Q2 core operating income $2.84B, up 14.6%; core EPS $7.26, up 18.2%, signaling strong underlying earnings momentum
- P&C underwriting income $1.94B, up 18.8%, with combined ratio improving to 83.8% from 85.6%
Item 8.01: Other Events
- C$800 million aggregate debt issuance by Chubb INA Holdings
- C$400 million 3.780% senior notes due 2031
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Shareholders approved the amended Chubb Limited 2016 Long-Term Incentive Plan at the May 21, 2026 AGM
- LTIP governs future long-term equity incentives for eligible employees and executives
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Shareholders approved a capital band permitting the Board to increase or decrease share capital by up to 20%
- Authority runs for one year through May 21, 2027
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 13 company proposals approved, including 2025 financial statements, dividend allocation, capital band renewal, incentive plan, compensation, and sustainability report
- Evan G. Greenberg re-elected chairman with 257,446,673 votes for and 55,185,489 against
AI summaries of CB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CB
Don't miss the next CB filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Wayland Joseph F | F | Sep 1, 2026 | 144 | $338.74 |
| CONNORS MICHAEL P | Sell | Aug 21, 2026 | 5,500 | $345.00 |
| Wayland Joseph F | Sell | Jul 28, 2026 | 8,502 | $364.54 |
| Ortega Juan Luis | M | Jun 8, 2026 | 3,886 | - |
| Ortega Juan Luis | M | Jun 8, 2026 | 3,886 | $139.01 |
| Ortega Juan Luis | Sell | Jun 8, 2026 | 3,886 | $322.08 |
| Keogh John W | G | May 28, 2026 | 1,352 | - |
| Keogh John W | G | May 27, 2026 | 61,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $49.7B | $55.8B | $59.4B | |
| Net Income | $9.0B | $9.3B | $10.3B | |
| Net Margin | 18.2% | 16.6% | 17.4% | |
| Balance Sheet | ||||
| Total Assets | $230.7B | $246.5B | $272.3B | |
| Equity | $59.5B | $64.0B | $73.8B | |
| ROE | 15.2% | 14.5% | 14.0% | |
| Per Share | ||||
| EPS | $21.80 | $22.70 | $25.68 | |
| Cash Flow | ||||
| Operating CF | $12.6B | $16.2B | $12.8B | |
Source: XBRL data in Chubb Limited (CB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 60 | $65.28B |
| Q1 2026 | 57 | $62.76B |
| Q4 2025 | 54 | $60.51B |
| Q3 2025 | 56 | $54.95B |
| Q2 2025 | 56 | $54.56B |
| Q1 2025 | 54 | $44.76B |
| Q4 2024 | 49 | $35.63B |
| Q3 2024 | 45 | $21.00B |
- BlackRock+1.20M (+4%)
- FMR LLC (Fidelity)+1.15M (+9%)
- Morgan Stanley+260.7K (+5%)
- AQR Capital Management+162.3K (+4%)
- Citadel Advisors LLC+154.7K (+61%)
- Viking Global Investors−917.7K (-71%)
- Wells Fargo & Co−809.1K (-17%)
- JPMorgan Chase & Co−641.2K (-13%)
- T. Rowe Price Group−448.3K (-3%)
- Bank of America Corp−374.1K (-8%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 431 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 21, 2026 | - | Analysis | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | Jun 10, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - |
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CB SEC filings: frequently asked questions
Are CB insiders buying or selling?
In the last 90 days, Chubb Limited (CB) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $5.0 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CB stock?
As of June 30, 2026, the largest Chubb Limited (CB) holders among the 13F filers tracked by SignalX were Berkshire Hathaway Inc ($11.7 billion), BlackRock ($9.9 billion), Vanguard Capital Management LLC ($7.9 billion), State Street Corp ($5.7 billion), T. Rowe Price Group ($5.2 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Chubb Limited (CB) reported revenue of $59.4 billion (up 6.5% from FY2024) and net income of $10.3 billion. Diluted EPS was $25.68. The figures come from the XBRL data in the 10-K.
What are the main risks in CB's latest 10-K?
In the 10-K filed February 27, 2026, Chubb Limited (CB) flagged: OECD global minimum tax (15%) effective 2024–2025, plus Bermuda CIT at 15% from Jan 1, 2025; OECD Jan 2025 guidance could trigger additional tax on deferred tax assets reversing after 2026. Operations in 54 countries expose Chubb to geopolitical disruption; ~26.7% of unhedged net assets denominated in foreign currencies at Dec 31, 2025. (AI summary of the Risk Factors section.)
What did CB report in its latest 8-K?
Chubb Limited (CB) filed an 8-K on July 21, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Chubb reported second-quarter 2026 results in an accompanying press release.
What are the latest CB SEC filings?
Chubb Limited (CB) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on July 21, 2026 and a Form 4 insider filing on September 3, 2026.
What is CB's SEC CIK number?
Chubb Limited (CB)'s SEC Central Index Key (CIK) is 896159. EDGAR lists every CB filing under that number.
Ask anything about CB
The research agent reads CB's filings, financials, insider trades and 13F holders, then answers with sources.