ACE acquired Chubb in 2016 and assumed the Chubb name. The combination made the new Chubb one of the largest domestic property and casualty insurers, with operations in over 50 countries spanning commercial and personal P&C insurance, reinsurance, and life insurance.
The chart shows the growth of an initial investment of $10,000 in Chubb Limited, comparing it to the performance of the S&P 500 index. All prices have been adjusted for splits and dividends.
Returns By Period
Chubb Limited (CB) has returned 5.76% so far this year and 17.92% over the past 12 months. Looking at the last ten years, CB has achieved an annualized return of 10.32%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
CB
1M-1.68%
6M15.20%
YTD5.76%
1Y17.92%
5Y15.27%
10Y10.32%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Chubb Limited (CB) with color gradation from worst to best to easily spot seasonal factors.
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2026
-0.29%
9.63%
-4.63%
1.04%
2025
-2.03%
6.01%
5.38%
-5.54%
5.15%
-1.70%
-8.01%
3.19%
2.03%
-1.64%
7.31%
5.24%
2024
8.23%
2.84%
3.14%
-3.99%
8.71%
-5.53%
7.29%
2.26%
1.16%
-1.87%
2.28%
-4.72%
2023
3.40%
-3.03%
-7.54%
3.66%
-7.68%
2.90%
6.54%
-2.11%
2.77%
3.69%
6.28%
-1.02%
2022
1.96%
3.69%
5.87%
-4.43%
1.55%
-7.04%
-4.15%
1.43%
-3.83%
17.16%
1.92%
-0.63%
2021
-4.44%
10.59%
-3.71%
8.97%
-1.93%
-7.36%
5.55%
8.26%
-5.64%
12.26%
-8.85%
5.95%
2020
-2.48%
-4.94%
-23.04%
1.94%
15.51%
4.54%
0.60%
-2.03%
-6.37%
11.51%
11.76%
1.64%
2019
4.23%
0.53%
3.99%
3.26%
2.60%
1.60%
2.98%
2.55%
3.80%
-5.81%
-0.97%
2.51%
2018
6.65%
-8.93%
-3.70%
-0.71%
-3.68%
-3.60%
10.34%
-3.17%
-1.14%
-6.94%
6.74%
-3.73%
2017
-0.94%
7.22%
-2.06%
0.65%
4.31%
1.23%
0.45%
-3.70%
0.76%
5.80%
1.05%
-3.80%
2016
-0.74%
7.73%
3.65%
-4.38%
2.16%
-1.03%
1.24%
0.59%
2.96%
Performance Indicators
The charts below present risk-adjusted performance metrics for Chubb Limited (CB) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of CB compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Chubb Limited volatility is 0.97%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses. Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2014
2013
2012
2011
2010
2009
Liabilities And Equity (USD)
272.33B
246.55B
230.68B
199.14B
200.05B
190.77B
176.94B
167.77B
167.02B
159.79B
51.29B
50.43B
52.18B
50.87B
50.25B
50.45B
Equity Attributable To Parent (USD)
73.76B
64.02B
59.51B
50.54B
59.71B
59.44B
55.33B
50.31B
51.17B
48.28B
16.30B
16.10B
15.83B
15.57B
15.53B
15.63B
Equity Attributable To Noncontrolling Interest (USD)
In his final quarter as Berkshire Hathaway CEO, Warren Buffett invested $3.5 billion across five stocks despite being a net seller for 13 consecutive quarters. Among his purchases, Domino's Pizza stands out as the best investment, with Buffett accumulating a nearly 10% stake over six quarters. The company has demonstrated strong execution through same-store sales growth of 3.7% and improved margins, trading at a reasonable 19x earnings multiple.
The Motley Fool•Adam Levy
AI Insight
Buffett built a $11B position since 2023, but valuation has expanded from 10x to 12x earnings, suggesting the market has caught up with the investment thesis.
Warren Buffett stepped down as Berkshire Hathaway CEO on December 31, 2025, after 60+ years. Q4 2025 results showed mixed performance with lower earnings due to $4.5B in impairments, but the company maintained a near-record $373.3B cash reserve. Buffett's final quarter moves included increasing positions in Chubb, Chevron, and The New York Times, while reducing stakes in Amazon, Bank of America, and DaVita. Over his tenure, Berkshire achieved 19.7% average annual gains versus the S&P 500's 10.1%.
Investing.com•Jordan Chussler
AI Insight
Buffett increased position by 0.59% in Q4; shares gained nearly 10% YTD, validating the investment decision.
Berkshire Hathaway's latest 13F filing reveals Warren Buffett's final stock moves as CEO, showing a shift from tech to consumer goods and media investments. The company sold 4.3% of Apple and 77% of Amazon while buying New York Times, Domino's, Chubb, and Chevron. With Greg Abel now CEO and $380 billion in cash, questions arise about future capital allocation strategy, including potential dividend implementation. The article also covers Netflix's competitive advantage in the Warner Bros. Discovery acquisition battle and Toll Brothers' luxury homebuilding results amid mixed housing market conditions.
The Motley Fool•Motley Fool Staff
AI Insight
New Berkshire position in insurance sector, complementing existing insurance operations and reflecting confidence in the sector.
Chubb Limited announced that its Board of Directors will recommend a dividend increase for the 33rd consecutive year at the 2026 Annual General Meeting. The proposed annual dividend is $4.08 per share (payable in quarterly installments of $1.02), up from the current $0.97 per share quarterly dividend. The company also declared its current quarterly dividend of $0.97 per share, payable on April 6, 2026.
Benzinga•Prnewswire
AI Insight
The company demonstrates strong financial health and shareholder commitment through its 33rd consecutive annual dividend increase, indicating consistent profitability, stable cash flows, and management confidence in future performance. The dividend increase from $0.97 to $1.02 per share quarterly reflects positive business momentum.
Arctic Wolf announced the acquisition of Sevco Security, an exposure assessment platform company recognized as a Visionary in Gartner's 2025 Magic Quadrant. Sevco's cloud-native technology will integrate into the Arctic Wolf Aurora Platform to provide unified asset intelligence, vulnerability context, and security control coverage, enabling organizations to shift from reactive to proactive security approaches.
GlobeNewswire Inc.•Arctic Wolf
AI Insight
Mentioned only in a separate news headline as selecting Arctic Wolf as a preferred MDR provider. No substantive details provided in the main article content to assess impact or sentiment.
The article compares Lemonade, a fast-growing AI-powered online insurer, with Chubb, a mature blue-chip insurance company. While Lemonade is expanding rapidly with 42% revenue growth expected through 2027, it remains unprofitable and faces increasing competition. Chubb is recommended as a safer, more stable alternative with strong profitability, a superior combined ratio of 85.7%, consistent earnings growth, and dividend payments.
The Motley Fool•Leo Sun
AI Insight
Chubb is presented as the superior investment choice with multiple strengths: world's largest property and casualty insurer, strong profitability with combined ratio of 85.7% (well below industry average of 96.6%), consistent 6% EPS growth expected, reasonable valuation at 12x earnings, 1.2% dividend yield, and active share buyback program. Described as a 'safe-haven' and 'evergreen' play suitable for volatile markets.
Warren Buffett's Berkshire Hathaway invested $6.4 billion across six new U.S. stocks in Q3 2025 before his CEO transition. The article highlights Alphabet as the standout investment due to its profitable Google search business, successful AI integration, strong free cash flow of $73.5 billion, and growing Google Cloud revenue. Other purchases include continued positions in Domino's Pizza, Sirius XM, and Chubb insurance.
The Motley Fool•Adam Levy
AI Insight
Large international insurance business with leading position in property and casualty insurance. Scale and competitive advantages enable it to serve complex global commercial clients.
The article recommends five durable stocks suitable for long-term investment with $5,000: Berkshire Hathaway, Visa, Chubb, S&P Global, and BlackRock. These companies are selected for their strong business models, competitive advantages, reliable cash flow generation, and ability to perform across various economic cycles.
The Motley Fool•Courtney Carlsen
AI Insight
Recognized for consistent profitability from insurance underwriting, 32 consecutive years of dividend growth, diversified insurance coverage, pricing power during inflation, and strong $166 billion investment portfolio.
The article recommends three high-quality stocks for $1,000 investments: Alphabet (Google) for its dominant position in search and AI integration, Chubb for its reliable cash flows and consistent dividend growth, and BlackRock for its massive asset management platform and passive investing trends. All three companies are highlighted as having strong business models, solid cash generation, and long-term wealth-building potential.
The Motley Fool•Courtney Carlsen
AI Insight
Operates as one of the world's largest property and casualty insurers with superior combined ratio of 82.4% vs industry average of 96.4%, generates $14.7B in free cash flow, and has increased dividends for 32 consecutive years, demonstrating financial strength and shareholder returns.
The article recommends five blue-chip stocks for long-term investors seeking stability and steady returns: JPMorgan Chase, BlackRock, Moody's, Progressive, and Chubb. These companies are industry leaders with strong balance sheets, consistent cash flow generation, and proven resilience through economic cycles.
The Motley Fool•Courtney Carlsen
AI Insight
Leading commercial insurance provider with diverse product offerings, consistent dividend payments, and impressive 32-year track record of annual dividend increases.