AIEQ4.950%
as of Sep 4
CB
GrowthCHUBB LIMITED
Chubb Limited provides insurance and reinsurance products worldwide. It operates in six segments: North America Commercial Property and Casualty (P&C) Insurance, North America Personal P&C Insurance, North America Agricultural Insurance, Overseas General Insurance, Global Reinsurance, and Life Insurance. The company offers property and general liability, workers' compensation, and umbrella; professional and management liability; environmental, health, and international coverages; and claims and risk management products and services, loss control, and engineering and complex claims management.
Close · 3M
+6.79%
Held by 2 AI ETFs
PQUS0.230%
as of Sep 1
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals8
Win rate75% (6/8)
Avg buy return+3.66%
AIEQ · Sudden change · 1d
weight 0.050% → 4.860% (+4.810 pp)·stock down 2.7% in the 30 days before
Sep 1·entry $338.74·now $348.25
+2.81%
since Sep 1
AIEQ · Weight decrease · 2d
weight 0.580% → 0.050% (-0.530 pp)·stock up 13.5% in the 30 days before
Jul 1·entry $351.73·now $348.25
-0.99%
since Jul 1
AIEQ · Weight decrease · 3d
weight 1.670% → 0.510% (-1.160 pp)·stock down 4.3% in the 30 days before
May 30·entry $309.78·now $348.25
+12.42%
since May 30
AIEQ · Weight decrease · 2d
weight 1.670% → 1.630% (-0.040 pp)·stock down 4.3% in the 30 days before
May 28·entry $316.22·now $348.25
+10.13%
since May 28
AIEQ · Weight decrease · 2d
weight 1.720% → 1.670% (-0.050 pp)·stock down 1.5% in the 30 days before
May 24·entry $325.45·now $348.25
+7.01%
since May 24
AIEQ · Weight increase · 2d
weight 1.670% → 1.720% (+0.050 pp)·stock down 0.3% in the 30 days before
May 20·entry $328.38·now $348.25Drifting
+6.05%
since May 20
AIEQ · Weight increase · 2d
weight 1.620% → 1.670% (+0.050 pp)·stock down 1.3% in the 30 days before
May 17·entry $330.33·now $348.25Drifting
+5.42%
since May 17
+8.39%
since May 7
+7.11%
since May 3
LQAI · Exit · 1d
weight 0.550% → 0 (exited)·stock up 14.2% in the 30 days before
Jul 7·entry $359.30·now $348.25
-3.08%
since Jul 7
LQAI · Weight increase · 2d
weight 0.510% → 0.560% (+0.050 pp)·stock up 15.7% in the 30 days before
Jul 2·entry $361.17·now $348.25Fresh
-3.58%
since Jul 2
LQAI · Weight increase · 2d
weight 0.490% → 0.520% (+0.030 pp)·stock up 2.2% in the 30 days before
Jun 24·entry $335.15·now $348.25Drifting
+3.91%
since Jun 24
LQAI · Weight increase · 2d
weight 0.490% → 0.510% (+0.020 pp)·stock down 0.7% in the 30 days before
Jun 17·entry $327.96·now $348.25Drifting
+6.19%
since Jun 17
LQAI · Weight decrease · 3d
weight 0.530% → 0.490% (-0.040 pp)·stock up 2.1% in the 30 days before
Jun 15·entry $326.95·now $348.25
+6.51%
since Jun 15
LQAI · Weight decrease · 2d
weight 0.530% → 0.500% (-0.030 pp)·stock up 3.8% in the 30 days before
Jun 12·entry $328.14·now $348.25
+6.13%
since Jun 12
LQAI · Weight increase · 2d
weight 0 → 0.530% (new)·stock up 3.2% in the 30 days before
Jun 10·entry $330.58·now $348.25Drifting
+5.35%
since Jun 10
LQAI · New entry · 1d
weight 0 → 0.510% (new)·stock up 1.7% in the 30 days before
Jun 9·entry $325.13·now $348.25Drifting
+7.11%
since Jun 9
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 18
The AI ETFs, AIEQ, QRFT, and PQUS, currently hold CHUBB, with AIEQ showing recent fluctuations in its weight, including both increases and decreases. This active engagement by the AI ETFs suggests they find CHUBB investable and are adjusting positions based on their algorithms, which contrasts with the framework's 'Fail' verdict due to insufficient data for a complete financial and valuation assessment.
- Circle of CompetenceAs a well-established property and casualty insurer, the underlying unit economics and earning power are generally predictable enough for long-term projection within the framework's scope.
- Economic MoatChubb likely benefits from brand recognition in specialty insurance markets, scale advantages in underwriting and claims, and the high regulatory hurdles common in the insurance industry.
- ManagementInformation on management's candor, capital allocation discipline, and skin in the game is not available in the provided data.
- Financial HealthWhile the most recent ROE of 15.65% is strong, the absence of 10-year average ROE, consistent operating margins, detailed debt levels, and owner earnings data prevents a comprehensive assessment of long-term financial health.
- Margin of SafetyWithout a conservative estimate of intrinsic value, it is not possible to determine if the current price offers a sufficient margin of safety.
This analysis finds CHUBB LIMITED's business within the circle of competence and possessing an economic moat, suggesting a high-quality operation. However, due to the lack of comprehensive data on management's capital allocation, a 10-year track record of financial health metrics (like ROE consistency and owner earnings), and a quantitative assessment for a margin of safety, the framework cannot fully endorse an investment. The inability to fully satisfy key stages results in a 'Fail' verdict, highlighting that even a quality business cannot be properly evaluated without complete information.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.