Early Access

10-QPeriod: Q3 FY2024

Chubb Ltd Quarterly Report for Q3 Ended Sep 30, 2024

Filed October 30, 2024For Securities:CB

Summary

Chubb Limited (CB) reported strong financial results for the third quarter and first nine months of 2024, driven by robust underwriting performance and record investment income. Net income attributable to Chubb increased by 13.8% year-over-year for the quarter and 16.9% for the nine-month period. Net premiums written saw a healthy increase of 5.5% for the quarter and 10.2% year-to-date, supported by growth across most business segments, particularly in commercial and personal insurance lines, as well as the ongoing contribution from the Huatai Group acquisition. The company's investment portfolio performed exceptionally well, with net investment income up 14.7% for the quarter and 22.5% year-to-date, benefiting from higher reinvestment rates. The P&C combined ratio remained strong at 87.7% for the quarter, improving from 88.4% in the prior year, indicating effective underwriting. Catastrophe losses were higher year-over-year but were offset by favorable prior period development, contributing to a stable underwriting environment. Chubb also returned significant capital to shareholders through share repurchases and dividends, demonstrating a commitment to shareholder value. The company's balance sheet remains strong, with a stable financial debt to total capitalization ratio, and ample liquidity to support its operations and growth initiatives.

Financial Statements
Beta
Revenue$14.85B
Interest Expense$192.00M
Net Income$2.32B
EPS (Basic)$5.75
EPS (Diluted)$5.70
Shares Outstanding (Basic)403.83M
Shares Outstanding (Diluted)407.88M

Key Highlights

  • 1Net income attributable to Chubb increased 13.8% to $2.3 billion for the quarter and 16.9% to $6.7 billion for the nine months, driven by strong underwriting and investment performance.
  • 2Consolidated net premiums written grew 5.5% to $13.8 billion for the quarter and 10.2% to $39.4 billion year-to-date, with broad-based growth across most segments.
  • 3Net investment income reached a record $1.5 billion for the quarter and $4.4 billion year-to-date, up 14.7% and 22.5% respectively, due to higher reinvestment rates.
  • 4The P&C combined ratio improved to 87.7% for the quarter, down from 88.4% in the prior year, reflecting improved underwriting results.
  • 5Favorable prior period development contributed positively, with $244 million for the quarter and $643 million year-to-date.
  • 6Chubb returned $782 million to shareholders in the quarter through $413 million in share repurchases and $369 million in dividends.
  • 7The company's balance sheet remains robust, with total shareholders' equity increasing to $70.1 billion and a stable financial debt to total capitalization ratio of 19.6%.

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