Citable filing context

CB filing events and research context

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CB's research view summarizes recent SEC filing context, starting with earnings from Jul 21, 2026.

CB filing events and research context
FiledItemContext
Jul 21, 2026earningsChubb reported Q2 2026 net income of $2.85 billion and core operating income of $2.84 billion.
Jun 10, 2026debt_offeringChubb INA Holdings LLC issued C$400M of 3.780% senior notes due 2031 and C$400M of 4.034% senior notes due 2033.
May 22, 2026management_changeShareholders approved the 2016 Long-Term Incentive Plan and elected directors at the Annual General Meeting on May 21, 2026.
Feb 3, 2026Guidance: eps_growth10.00 to not reported
Feb 3, 2026Guidance: tangible_book_value_growth10.00 to not reported
Oct 21, 2025Guidance: core_operating_roe14.00 to not reported
Jul 28, 2026mda_quarterlyChubb Limited’s financial performance for the first half of 2026 reflects strong growth in net premiums written, which rose 7.0% to $28.71 billion, and a 20.4% increase in net income attributable to Chubb to $5.17 billion. The company’s P&C combined ratio improved significantly to 83.9% from 90.4% in the prior-year period, primarily driven by a reduction in catastrophe losses to $975 million from $2.27 billion. The company’s underwriting results were supported by growth across key segments. North America Personal P&C Insurance saw strong new business and retention, while the Life Insurance segment benefited from a 20.0% increase in net premiums written, fueled by traditional regular premium products in Greater China and worksite business in the Chubb Benefits division. Conversely, the North America Commercial P&C segment experienced a slight decline in net premiums written, attributed to strategic underwriting actions in large account and E&S property lines. Chubb maintains a robust investment portfolio, with total investments reaching $172.69 billion. Net investment income grew 10.9% to $3.47 billion, supported by higher average invested assets. The company continues to manage interest rate and foreign currency risks through active hedging strategies, including cross-currency swaps and foreign-denominated debt, while maintaining a high-quality, diversified fixed-income portfolio with an average credit rating of A/A.
Apr 28, 2026mda_quarterlyChubb reported net income attributable to shareholders of $2.3 billion for the first quarter of 2026, a 74.3% increase year-over-year, primarily due to significantly lower catastrophe losses of $500 million compared to $1.64 billion in the prior year, which included substantial California wildfire impacts. Consolidated net premiums written grew 10.7% to $14.01 billion. P&C net premiums written increased 7.2%, driven by strong consumer insurance growth of 14.2% and commercial insurance growth of 4.6% in casualty lines, middle market, and small commercial accounts, despite some offset from reduced large account property exposure. The Life Insurance segment's net premiums written surged 33.1%, reflecting growth in international life operations and Chubb Benefits worksite business. The P&C combined ratio improved to 84.0% from 95.7%, while the underlying CAY combined ratio excluding catastrophes remained stable at 82.1%. Net investment income increased 9.5% to $1.71 billion, supported by higher average invested assets. The company recorded $407 million in net realized losses and $1.83 billion in pre-tax unrealized losses on its investment portfolio, mainly from mark-to-market adjustments on equity securities and fixed maturities due to rising interest rates. Chubb also repurchased $1.1 billion in common shares and issued $254 million in senior unsecured notes.

Source: SEC EDGAR filing text and events; period Jul 21, 2026; filed Jul 21, 2026.

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