Early Access

10-QPeriod: Q3 FY2022

Chubb Ltd Quarterly Report for Q3 Ended Sep 30, 2022

Filed October 28, 2022For Securities:CB

Summary

Chubb Limited reported a net income of $812 million for the three months ended September 30, 2022, a decrease from $1.83 billion in the same period last year. This decline was primarily attributed to significant mark-to-market losses on private equity investments, which were $231 million after-tax in the current quarter compared to gains of $705 million in the prior year. Despite the net income decrease, the company demonstrated strong underlying performance with a 14.4% increase in consolidated net premiums written to $12.0 billion and a 15.3% increase in net premiums earned to $11.5 billion, driven by the acquisition of Cigna's Asian business and positive rate increases across most lines of business. The P&C combined ratio improved slightly to 93.1% from 93.4% in the prior year, indicating solid underwriting performance, although impacted by $1.2 billion in catastrophe losses, notably from Hurricane Ian. Shareholders' equity saw a decline of $4.0 billion during the quarter, largely due to the net unrealized losses on investments ($2.9 billion after-tax) resulting from rising interest rates and foreign currency translation effects ($1.0 billion), combined with capital returned to shareholders through share repurchases ($685 million) and dividends ($346 million). The company's financial position remains robust, with total assets of $198 billion and shareholders' equity of $48 billion as of September 30, 2022. Chubb also continues to return capital to shareholders, with $1.8 billion remaining under its current share repurchase authorization.

Financial Statements
Beta
Revenue$12.12B
Interest Expense$150.00M
Net Income$792.00M
EPS (Basic)$1.90
EPS (Diluted)$1.89
Shares Outstanding (Basic)416.54M
Shares Outstanding (Diluted)419.62M

Key Highlights

  • 1Net income for Q3 2022 was $812 million, down from $1.83 billion in Q3 2021, primarily due to mark-to-market losses on private equity.
  • 2Net premiums written increased by 14.4% to $12.0 billion in Q3 2022, driven by organic growth and the acquisition of Cigna's Asian business.
  • 3Net premiums earned rose by 15.3% to $11.5 billion in Q3 2022.
  • 4The P&C combined ratio improved slightly to 93.1% in Q3 2022 from 93.4% in Q3 2021.
  • 5Catastrophe losses were $1.2 billion in Q3 2022, primarily due to Hurricane Ian.
  • 6Shareholders' equity decreased by $4.0 billion in Q3 2022, impacted by unrealized investment losses and capital returns to shareholders.
  • 7Chubb repurchased $685 million of its common shares and paid $346 million in dividends during the quarter.

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