Chubb Limited (CB) Hit All-Time High in Q4

2 hours ago 1

Soumya Eswaran

Wed, February 18, 2026 astatine 8:06 AM CST 3 min read

The London Company, an concern absorption company, released “The London Company Large Cap Strategy” fourth-quarter 2025 capitalist letter. In Q4 2025, US equities ended the 3rd consecutive 4th of higher returns, with the Russell 3000 Index rising 2.4%. A transcript of the missive tin beryllium downloaded here. The marketplace highlighted however investors balanced the optimism connected net maturation and concerns regarding AI returns and cooling macroeconomic factors. Against this backdrop The London Company Large Cap portfolio returned 0.4% (0.2% net) compared to a 2.4% summation successful the Russell 1000 Index. Volatility factors and concentrated marketplace enactment were notable headwinds to the Strategy’s show successful the quarter. Heading into 2026, the economical and argumentation backdrop presents a blend of assurance and doubt. Against this backdrop, the portfolio remains unchangeable and believes it tin assistance investors successful semipermanent wealthiness instauration portion managing downside risk. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, The London Company Large Cap Strategy highlighted Chubb Limited (NYSE:CB) arsenic 1 of its starring contributors. Chubb Limited (NYSE:CB), headquartered successful Zurich, Switzerland, provides security and reinsurance products globally. On February 17, 2026, Chubb Limited (NYSE:CB) banal closed astatine $331.89 per share. One-month instrumentality of Chubb Limited (NYSE:CB) was 10.64%, and its shares are up 24.56% implicit the past 12 months. Chubb Limited (NYSE:CB) has a marketplace capitalization of $130.62 billion.

The London Company Large Cap Strategy stated the pursuing regarding Chubb Limited (NYSE:CB) successful its 4th fourth 2025 capitalist letter:

"Chubb Limited (NYSE:CB) – CB was a beardown performer successful 4Q25, reaching an all-time precocious pursuing exceptional net that featured grounds halfway operating income, industry-leading combined ratios, and robust concern income growth. The company’s diversified portfolio, disciplined underwriting, and assertive superior returns reinforced assurance successful its quality to make charismatic returns, adjacent arsenic the P&C manufacture transitions to a much competitory and volatile environment."

Chubb Limited (NYSE:CB) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 64 hedge money portfolios held Chubb Limited (NYSE:CB) astatine the extremity of the 3rd quarter, up from 61 successful the erstwhile quarter. While we admit the imaginable of Chubb Limited (NYSE:CB) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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