In my latest article , I mentioned Chubb (NYSE: CB ), as the best-in-class U.S. insurer. The property and casualty (P&C) insurer, managed by Evan Greenberg, has consistently demonstrated to investors over the years that its underwriting performance has been steady and resilient, despite increasedThe CrickAnt is an actuary for an insurance company utilizing his work experience to do analysis on insurance and reinsurance companies. He is a contributing author to the investing group Cash Flow Club where along ...

It's official. Warren Buffett has asked the board of Berkshire Hathaway (BRK.A 0.15%) (BRK.B 0.04%) to replace him as chief executive officer by the end of 2025. Now 94 years old, Buffett has been signaling a leadership transition for years, carefully building a team capable of heading the diversified business giant in the decades to come. Before he gives up some of his power, Buffett might choose to up Berkshire's stakes in some of his favorite investments. If that occurs, I'm betting on the three stocks b ...

Partnership delivers pet coverage to meet rising demand from employers, employees and consumersCHICAGO, June 26, 2025 /PRNewswire/ -- Combined Insurance Company of America (Combined), a Chubb company, today announced the addition of pet insurance from Healthy Paws to its portfolio of supplemental insurance coverage for employers and individuals.The new offering integrates seamlessly into employer-provided voluntary benefits programs, allowing businesses to offer a high-demand coverage option that enables em ...

BOGOTÁ, Colombia, June 25, 2025 /PRNewswire/ -- Chubb, a world leader in insurance, is launching a new engineering center in Bogotá, Colombia, joining existing Chubb engineering centers in India, Mexico and Greece. Scheduled to open in October 2025, the new center will enhance Chubb's technological capabilities and customer experience. Creates opportunities for local technology and engineering talent SOURCE Chubb "Bogotá offers a rich pool of engineering talent, supported by strong academic institutions and ...

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行业趋势 - 保险行业持续增长 驱动因素包括个性化产品、数字化转型提升客户体验以及保险意识增强 [1] - 保险公司通过强化客户留存、业务线扩展和定价策略优化实现保费增长和盈利可持续性 [1] - 再保险安排和气候风险建模成为平衡表保护的关键手段 但再保险成本上升和通胀压力影响定价 [2] Progressive Corporation (PGR) - 美国最大汽车保险公司之一 在商业汽车、摩托车和船舶保险市场领先 住宅保险保费排名前15 [3] - 增长战略聚焦于捆绑汽车保单、减少高风险房产敞口及通过定制产品优化细分市场 [3] - 数字化转型投入显著 Snapshot项目支持基于使用的定价 政策寿命持续延长反映客户留存提升 [4] - 承保纪律突出 十年平均综合成本率低于93% 显著优于行业平均的100%以上 [5] - 过去两年净利率提升950个基点 股本回报率33.5%远超行业平均7.8% [6][7] - 2025年收入与EPS共识预期同比增16.6%和10.5% 30日内EPS预期上调2.5% [14] - 当前市净率5.33 高于五年中位数4.77 一年股价涨幅30%跑赢行业 [16][18] Chubb Limited (CB) - 全球最大上市财险再保险公司 市值1145亿美元 业务均衡分布于欧美亚拉美等地区 [8] - 商业财险板块表现强劲 受益于定价优势、新业务量及高续保率 高净值个人业务贡献稳定利润 [10] - 网络安全保险为重点增长领域 数字化与AI技术提升承保精度和运营效率 [11] - 过去两年净利率改善980个基点 股本回报率12.4%高于行业平均 [12] - 2025年收入预期同比增6.3%但EPS预期同比降5.8% 30日内EPS预期下调0.2% [15] - 当前市净率1.62 略高于五年中位数1.55 一年股价涨幅8.6%跑输行业 [16][18] 核心对比 - PGR在住宅和商业线扩张更快 技术投入和客户留存优势推动ROE达33.5% [9] - CB商业险占比过高导致周期性和成本压力 全球再保险成本上升可能挤压利润 [9][13] - 基于财务健康度指标 PGR的VGM评分A级优于CB的C级 [18]

Key Takeaways CB's strong renewal retention and compelling dividend history poise it well for sustained long-term growth. Chubb enhances its core and specialty product offerings for long-term expansion. Solid capital position enables CB to fund growth initiatives and return capital to shareholders.Chubb Limited (CB) has been trading above its 200-day simple moving average (SMA), signaling a short-term bullish trend. Its share price, as of June 11, 2025, was $285.61, down 6.9% from its 52-week high of $306 ...

A month has gone by since the last earnings report for Chubb (CB) . Shares have added about 2.1% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Chubb due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It turns out, estimate ...

I last analyzed Chubb Limited (NYSE: CB ) on Jan 3, 2025. That article was titled “Chubb: Recent Price Correction Offers An Attractive Entry Point (Rating Upgrade)”. The article argued for a strong buy ratingAs you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If you share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.We have helped our members not only to beat the S&P 500 ...

Chubb Limited’s (CB) board of directors recently approved a 6.6% hike in its dividend to $3.88 per share or 97 cents per share quarterly. The meatier dividend will be paid out on July 3, 2025, to shareholders of record as of June 30, 2025. The company’s existing dividend yield of 1.3% is better than the industry average of 0.3%, which makes the stock an attractive pick for yield-seeking investors.Management also authorized a new $5 billion share repurchase program effective July 1, 2025. The existing approv ...