10-QPeriod: Q2 FY2026

Chubb Ltd Quarterly Report for Q2 Ended Jun 30, 2026

Filed July 28, 2026For Securities:CB

Summary

Chubb Limited's (CB) second-quarter 2026 results demonstrate solid financial performance, driven by growth across multiple segments and robust investment income. Net income attributable to Chubb was $2.9 billion for the quarter, a slight decrease from the prior year period, but was supported by improved underwriting results in both P&C and Life insurance, alongside a notable increase in net investment income due to higher average invested assets. Premiums written showed healthy growth, with P&C lines up 3.0% and Life Insurance segment premiums up 7.5%, signaling continued market penetration and demand for Chubb's diverse product offerings. The company's proactive underwriting actions in certain commercial lines are beginning to stabilize those segments, while consumer insurance continues its strong trajectory. The company also highlighted its ongoing commitment to shareholder returns through a substantial share repurchase authorization and a consistent dividend policy.

Key Highlights

  • 1Net income attributable to Chubb was $2.9 billion for Q2 2026, slightly down year-over-year but underpinned by strong underwriting and investment performance.
  • 2Consolidated net premiums written increased by 3.6% to $14.7 billion in Q2 2026, with P&C lines up 3.0% and Life Insurance premiums up 7.5%.
  • 3Net investment income rose 12.3% to $1.76 billion, driven by higher average invested assets.
  • 4The P&C combined ratio improved to 83.8% from 85.6% in the prior year's quarter, benefiting from lower catastrophe losses.
  • 5Significant share repurchase activity continued, with $2.1 billion repurchased in the first six months of 2026, and a new $7.5 billion authorization approved.
  • 6The company maintained a strong capital position, with total Chubb shareholders' equity at $75.4 billion and a favorable leverage ratio.
  • 7Catastrophe losses were $475 million for the quarter, down from $630 million in the prior year, indicating a less impactful quarter for severe weather events.

Frequently Asked Questions

Consolidated net premiums written increased by 3.6% to $14.7 billion for the three months ended June 30, 2026, compared to $14.2 billion in the prior year period. This growth was driven by increases in both P&C insurance (up 3.0%) and Life Insurance (up 7.5%).

Net investment income increased by 12.3% to $1.76 billion for the three months ended June 30, 2026, compared to $1.57 billion in the prior year. This increase was primarily attributed to higher average invested assets.

Catastrophe losses were $475 million for the quarter, a decrease from $630 million in the same period of the prior year. This reduction contributed to an improved P&C combined ratio of 83.8% for the quarter, down from 85.6% in Q2 2025.

Chubb continues to prioritize returning capital to shareholders through dividends and share repurchases. The company approved a new share repurchase authorization of up to $7.5 billion and continues to pay regular quarterly dividends, with the latest approved annual dividend projected at $4.08 per share.