Berkshire’s Bigger Chubb Stake And New Actuary Prompt Fresh Valuation Look

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• Berkshire Hathaway has significantly increased its holding in Chubb (NYSE:CB).

• Chubb has announced executive leadership transitions, including the appointment of Scott Henck as Group Chief Actuary.

Chubb sits among the large global property and casualty insurers, writing coverage for commercial clients, personal lines, and specialty risks. For an insurer, who sets prices and reserves is central to how the business runs, so an expanded Berkshire Hathaway stake combined with a new Group Chief Actuary is a meaningful corporate update for anyone tracking NYSE:CB.

For you as an investor, these changes combine ownership signals from a high profile shareholder with shifts in the team overseeing risk and capital decisions. It is a useful moment to reassess how Chubb’s underwriting focus, capital discipline, and risk culture line up with your own expectations and portfolio goals, without assuming any specific outcome from these developments.

Stay updated on the most important news stories for Chubb by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Chubb.

Does the team leading Chubb have what it takes? See our full breakdown of the management team’s track record and compensation.

• ⚖️ Price vs Analyst Target: Chubb trades at US$331.62, roughly 1.4% below the US$336.22 consensus target, so pricing is close to analyst expectations.

• ✅ Simply Wall St Valuation: Simply Wall St’s model suggests Chubb trades about 50.4% below its estimated fair value.

• ✅ Recent Momentum: The 30 day return of about 10.2% shows the share price has recently moved higher.

There’s only one way to know the right time to buy, sell or hold Chubb. Head to Simply Wall St’s company report for the latest analysis of Chubb’s Fair Value.

• 📊 Berkshire Hathaway’s larger stake, along with a new Group Chief Actuary, links ownership conviction with fresh oversight of pricing and reserves.

• 📊 Watch how the combined ratio, reserve releases or charges, and capital returns track against the current P/E of about 12.6 and the analyst target range of US$283 to US$385.

• ⚠️ The flagged risk of significant insider selling over the past 3 months is worth comparing with Berkshire’s buying to see how aligned insiders are with outside shareholders.

For the full picture, including more risks and rewards, check out the complete Chubb analysis. Alternatively, you can visit the community page for Chubb to see how other investors believe this latest news will impact the company’s narrative.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include CB.

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