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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“When you look at the last partnership that we created there we had some two partners. This incremental investment we're making, one of our partners, Chubb, the large insurance company is going to be investing alongside of us.”
Chubb is co-investing alongside KKR in an incremental $2.1B+ stake increase in three Strategic Holdings portfolio companies, splitting the capital roughly in half with KKR.
“In December, MetLife, Inc. and General Atlantic announced the formation of Cherry Tree, which will be a Bermuda-based life and annuity reinsurance company. We anticipate a combined equity investment of over $1 billion and that Chubb will join us as an anchor investor.”
Chubb is set to join MetLife and General Atlantic as an anchor investor in the new Cherry Tree life and annuity reinsurance venture.
“We just announced within the last 24 hours that we, Zurich, and Chubb have arranged a joint operation to be the writer of really large sums that very few people can do.”
Berkshire, Zurich, and Chubb formed a joint operation to underwrite very large insurance risks that few insurers can handle alone, illustrating Berkshire's unique capacity in the space.
“were an important factor when Aon and Marsh and other major brokers are engaged in the creation and putting together in placement of data centers.”
Chubb positions itself as a key insurer when brokers like Marsh (Marsh & McLennan) place data-center construction and operations risk.
“were an important factor when Aon and Marsh and other major brokers are engaged in the creation and putting together in placement of data centers.”
Chubb positions itself as a key insurer when brokers like Aon place data-center construction and operations risk.
“we are the exclusive insurance partner long term of Banamex and with the sale of Banamex right now from -- by Citigroup to a local Mexican management, I expect that's going to be another growth opportunity.”
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Citigroup is divesting Banamex (Chubb's exclusive Mexican bancassurance partner) to local Mexican management.
“we are the exclusive insurance partner long term of Banamex and with the sale of Banamex right now from -- by Citigroup to a local Mexican management, I expect that's going to be another growth opportunity.”
Chubb is the exclusive long-term insurance partner of Banamex; its sale from Citigroup to local ownership is seen as a growth opportunity.
“In Ecuador, we are partners with Banco Guayaquil, one of the biggest banks in Ecuador for distribution of the consumer insurances”
Chubb distributes consumer insurance in Ecuador via a partnership with Banco Guayaquil.
“Nubank is our partner in Brazil for digitally distributed insurance, consumer insurance.”
Chubb partners with Nubank in Brazil for digitally distributed consumer insurance.
“Banco de Chile, largest bank in Chile is our long-term partner for distribution of consumer-based insurances as an example.”
Chubb distributes consumer insurance in Chile through a long-term bancassurance partnership with Banco de Chile.
“some very large ones like a Nubank in Latin America or Grab in Asia or a ByteDance, et cetera”
ByteDance is named as one of Chubb's large platform partners for embedded and click-to-engage insurance distribution.
“some very large ones like a Nubank in Latin America or Grab in Asia or a ByteDance, et cetera”
Grab is named as one of Chubb's large embedded-insurance distribution platform partners in Asia, supporting A&H direct-to-consumer growth.
“some very large ones like a Nubank in Latin America or Grab in Asia or a ByteDance, et cetera”
Nubank is named as one of Chubb's large embedded-insurance distribution platform partners in Latin America, supporting A&H direct-to-consumer growth.
“we used our partnership with our long-term partnership with KKR as an example. It will feed a coupon yield of, let's call it, somewhere around 7%, 7.5%.”
Chubb cites its long-term alternatives partnership with KKR as producing a ~7-7.5% coupon yield plus a 15%+ IRR, driving its growing private-investment income.
“we're the exclusive partner, joint venture partner with Banco de Chile in Chile.”
Chubb operates its Chilean consumer/digital insurance distribution through an exclusive joint-venture partnership with Banco de Chile.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Dave Motemaden | Evercore ISI | 11 (0%) |
| Brian Meredith | UBS | 10 (10%) |
| Greg Peters | Raymond James | 10 (0%) |
| Meyer Shields | KBW | 8 (0%) |
| Mike Zaremski | BMO Capital Markets | 7 (0%) |
| Matt Heimermann | Citigroup | 6 (0%) |
| Tracy Benguigui | Wolfe Research | 6 (0%) |
| Alex Scott | Barclays | 6 (0%) |
| Andy Kligerman | TD Cowen | 5 (0%) |
| Jian Huang | Morgan Stanley | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Evercore ISI | 1 | 11 (0%) |
| UBS | 1 | 10 (10%) |
| Raymond James | 1 | 10 (0%) |
| Barclays | 2 |
| 8 (0%) |
| KBW | 1 | 8 (0%) |
| BMO Capital Markets | 1 | 7 (0%) |
| Wolfe Research | 1 | 6 (0%) |
| Morgan Stanley | 2 | 6 (0%) |
Chubb closed a strong year with Q4 core operating income of nearly $3 billion up 22%, achieving a record-low P&C combined ratio of 81.2%. Total company net premiums grew almost 9% with consumer up 12%, and record investment income of $1.8 billion was generated on a $169 billion asset base. Capital return totaled $4.9 billion for the year, driving tangible book value per share up 25.7%.
Pricing | Margin | Competitive Dynamics | Cost Pressure | Revenue Growth | Capital Allocation | Geographic Expansion | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 2 | 3 | 2 | 1 | 1 | 1 |
| 2025Q1 | 5 | 1 | 1 | 5 | 1 | 2 | 2 | |
| 2025Q2 | 5 | 4 | 3 | 4 | 2 | 3 | 1 | |
| 2025Q3 | 2 | 6 | 6 | 2 | 3 | 4 | 2 | 1 |
| 2025Q4 | 3 | 7 | 2 | 1 | 4 | 1 | 2 | 2 |
| 2026Q1 | 7 | 1 | 7 | 1 | 4 | 4 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 3 | 5 | 5 | 2 | 3 | 7 |
| Margin | 2 | 1 | 4 | 6 | 7 | 1 |
| Competitive Dynamics | 2 | 1 | 3 | 6 | 2 | 7 |
| Cost Pressure | 3 | 5 | 4 | 2 | 1 | 1 |
| Revenue Growth | 2 | 2 | 3 | 4 | 4 | |
| Capital Allocation | 1 | 1 | 3 | 4 | 1 | 4 |
| Geographic Expansion | 1 | 2 | 1 | 2 | 2 | |
| Macroeconomic | 1 | 2 | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CB Chubb Limited | 7 | +9.5% | |
| ALL Allstate | 7 | +4.2% | |
| CINF Cincinnati Financial | 7 | +11.6% | |
| ERIE Erie Indemnity | 6 | +2.3% | |
| KMPR Kemper Corporation | 2 | -6.8% | |
| L Loews Corporation | 5 | +2.6% | |
| LMND Lemonade, Inc. | 9 | +55.0% | |
| MCY Mercury General Corporation | 8 | +10.5% | |
| PGR Progressive Corporation | 7 | +8.7% | |
| ROOT Root, Inc. | 8 | +12.6% | |
| TRV The Travelers Companies, Inc. | 5 | +1.0% | |
| WRB W. R. Berkley Corporation | 6 | +4.0% |