CB Chubb Ltd

BULLISH Impact: 8/10 8-K
Horizon immediate Filed Apr 21, 2026 Processed 1mo ago SEC 0001193125-26-166937
8-K Item 2.02: Earnings release
Latest settled — T+20d
CB ▲ +1.45% at T+20d
LONG call ✓ call won +1.45% · α vs SPY -1.71% · entry $325.41 → $330.13
Next anchor: T+60d in 5w
Last close $321.88 (close Jun 8) · -1.08% from $325.41 entry
Entry anchored
Apr 21, 04:05 PM ET
via Databento tick
T+1d
+2.19%
call +2.19% · α +2.59%
$332.55
settled 7w ago
T+5d
+0.53%
call +0.53% · α +0.47%
$327.12
settled 6w ago
T+20d
+1.45%
call +1.45% · α -1.71%
$330.13
settled 22d ago
T+60d
call — · α —
in 5w

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Executive Summary

Chubb Ltd reported strong first-quarter 2026 results with core operating income of $6.82 per share, a 85.2% increase year-over-year, driven by a 9.8% growth in P&C underwriting income excluding catastrophe losses and a 10.1% increase in adjusted net investment income. The P&C combined ratio improved to 84.0% from 95.7% in the prior year quarter, benefiting from a significant reduction in catastrophe losses.

Actionable Insight

The significant improvement in underwriting performance and investment income, coupled with reduced catastrophe losses, suggests strong fundamentals. Monitor the upcoming earnings call for commentary on premium growth sustainability and investment strategy.

Key Facts

  • Core operating income was $6.82 per share, up 85.2% YoY
  • P&C underwriting income was $1.79 billion, up 306.3% YoY
  • P&C combined ratio improved to 84.0% from 95.7% in the prior year quarter
  • Total pre-tax net catastrophe losses were $500 million, down from $1.64 billion in the prior year quarter
  • Life Insurance net premiums written increased 33.1% YoY to $2.29 billion

Financial Impact

Core operating income increased 80.6% to $2.69 billion, driven by strong growth in P&C underwriting income and investment income

epsrevenueoperating_incomebook_value

Risk Factors

  • Management commentary on softening property and financial lines insurance market conditions
  • Potential for increased integration expenses and severance costs
  • Exposure to geopolitical risks in the Middle East

Market Snapshot

Exchange
NYSE
Sector
Fire, Marine & Casualty Insurance

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-166937
Document: d145408dex991.htm0001193125-26-166937
Document: d145408d8k.htm0001193125-26-166937
Document: 0001193125-26-166937-index-headers.html0001193125-26-166937
Document: 0001193125-26-166937-index.html0001193125-26-166937
Document: 0001193125-26-166937.txt0001193125-26-166937
8-K Data (Synthetic)0001193125-26-166937
6 reports for CB
Performance horizon
Filters
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Reports for CB — sortable, filterable
Type Now
May 29, 2026
11d ago
Insider Cluster
NEUTRAL ★ 2/10
$309.70 $326.27▲ +5.35%▲ +8.10%$321.88 (+3.93%)
May 20, 2026
20d ago
8-K
NEUTRAL ★ 4/10
$328.29 $316.12▼ −3.71%▼ −5.51%$321.88 (−1.95%)
Apr 28, 2026
6w ago
DEFA14A
NEUTRAL ★ 2/10
$325.63 $321.81▼ −1.17%▼ −4.28%$321.88 (−1.15%)
Apr 21, 2026
7w ago
8-K
BULLISH ★ 8/10
$325.41 $327.12▲ +0.53%▲ +0.47%$321.88 (−1.08%)
Apr 3, 2026
9w ago
DEFA14A
NEUTRAL ★ 2/10
$325.94 $329.98▲ +1.24%▼ −2.89%$321.88 (−1.25%)
Mar 3, 2026
14w ago
Insider Cluster
NEUTRAL ★ 3/10
$338.18 $325.19▼ −3.84%▼ −3.36%$321.88 (−4.82%)
Showing 6 of 6

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