← Chubb Ltd
| Annual Trend | FY 2016 | FY 2017 | FY 2018 | FY 2019 | FY 2020 | FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $31.5b | $32.2b | $32.7b | $34.2b | $36.0b | $41.0b | $43.2b | $49.7b | $55.8b | $59.4b | |
| Revenues: | |||||||||||
| Additional Financial Items | |||||||||||
| Amortization of Intangible Assets | $19.0m | $260.0m | $339.0m | $305.0m | $290.0m | $287.0m | $285.0m | $310.0m | $323.0m | $301.0m | |
| Amortization of purchased intangibles | $19.0m | $260.0m | $339.0m | $305.0m | $290.0m | $287.0m | $285.0m | $310.0m | $323.0m | $301.0m | |
| Comprehensive income | — | — | — | — | — | $6.4b | ($3.9b) | $12.4b | $7.7b | $14.5b | |
| Comprehensive income (loss) attributable to noncontrolling interests | — | — | — | — | — | $0 | $0 | ($28.0m) | $221.0m | $472.0m | |
| Comprehensive income attributable to Chubb | $4.6b | $4.7b | $1.2b | $7.5b | $5.8b | $6.0b | ($5.2b) | $12.4b | $7.4b | $14.0b | |
| Cumulative foreign currency translation adjustment | ($154.0m) | $471.0m | ($802.0m) | $13.0m | $306.0m | ($530.0m) | ($986.0m) | ($13.0m) | ($1.2b) | $1.0b | |
| Current discount rate on future policy benefits | — | — | — | — | — | $387.0m | $1.5b | $84.0m | ($701.0m) | $235.0m | |
| Debt and Equity Securities, Realized Gain (Loss) | — | — | ($652.0m) | — | — | — | — | — | — | — | |
| Fair Value, Option, Changes in Fair Value, Gain (Loss) | $53.0m | $364.0m | ($248.0m) | ($4.0m) | ($202.0m) | $316.0m | ($63.0m) | — | — | — | |
| Foreign Currency Transaction Gain (Loss), before Tax | $118.0m | $36.0m | $131.0m | $7.0m | ($483.0m) | $348.0m | $393.0m | ($183.0m) | ($223.0m) | ($223.0m) | |
| Income (Loss) from Continuing Operations before Income Taxes, Domestic | $766.0m | $527.0m | $950.0m | $440.0m | $350.0m | — | — | — | — | — | |
| Income (Loss) from Equity Method Investments | $264.0m | $418.0m | $514.0m | $617.0m | $1.0b | $2.4b | $16.0m | $867.0m | $967.0m | $1.1b | |
| Increase in unearned premiums | $604.0m | ($210.0m) | ($515.0m) | ($985.0m) | ($703.0m) | ($1.5b) | ($1.4b) | ($1.6b) | ($1.6b) | ($1.8b) | |
| Instrument-specific credit risk on market risk benefits | — | — | — | — | — | $27.0m | $33.0m | $2.0m | $7.0m | ($8.0m) | |
| Market Risk Benefit, Change in Fair Value, Gain (Loss) | — | — | — | — | — | — | — | ($307.0m) | ($140.0m) | ($288.0m) | |
| Market risk benefits gains (losses) | — | — | — | — | — | $91.0m | $80.0m | ($307.0m) | ($140.0m) | ($288.0m) | |
| Net premiums earned | $28.7b | $29.0b | $30.1b | $31.3b | $33.1b | $36.4b | $40.4b | $45.7b | $49.8b | $53.0b | |
| Net premiums written | $28.1b | $29.2b | $30.6b | $32.3b | $33.8b | $37.9b | $41.8b | $47.4b | $51.5b | $54.8b | |
| Net realized gains (losses) | — | — | ($652.0m) | ($530.0m) | ($498.0m) | $1.2b | ($965.0m) | ($607.0m) | $117.0m | $211.0m | |
| Other comprehensive income (loss) | $421.0m | $857.0m | ($2.7b) | $3.1b | $2.2b | ($2.5b) | ($10.5b) | $3.4b | ($2.0b) | $3.8b | |
| Other comprehensive income (loss), before income tax | $475.0m | $1.1b | ($3.1b) | $3.7b | $2.7b | ($2.9b) | ($11.7b) | $3.7b | ($1.9b) | $4.0b | |
| Other, including postretirement benefit liability adjustment | — | — | — | — | ($232.0m) | $522.0m | ($100.0m) | $157.0m | $257.0m | $49.0m | |
| Policy benefits (includes remeasurement gains (losses) of $59, $(2), and $19) | $588.0m | $676.0m | $590.0m | $740.0m | $784.0m | $699.0m | $1.5b | $3.6b | $4.7b | $5.5b | |
| Realized Investment Gains (Losses) | — | — | ($652.0m) | ($530.0m) | ($498.0m) | $1.2b | ($965.0m) | ($607.0m) | $117.0m | $211.0m | |
| Unrealized appreciation (depreciation) | $84.0m | $633.0m | ($2.0b) | $3.7b | $2.6b | ($2.9b) | ($10.6b) | $3.4b | ($251.0m) | $2.7b | |
| Gain (Loss) on Investments | ($145.0m) | $84.0m | — | — | — | — | — | — | — | — | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest | $5.0b | $3.7b | $4.7b | $5.2b | $4.2b | $9.8b | $6.6b | $9.5b | $11.5b | $13.0b | |
| Income (Loss) from Continuing Operations, Net of Tax, Including Portion Attributable to Noncontrolling Interest | $5.0b | $3.7b | $4.7b | $5.2b | $4.2b | $9.8b | $6.6b | $9.5b | $11.5b | $13.0b | |
| Investment Income, Net | $2.9b | $3.1b | $3.3b | $3.4b | $3.4b | $3.5b | $3.7b | $4.9b | $5.9b | $6.5b | |
| Net Investment Income | $2.9b | $3.1b | $3.3b | $3.4b | $3.4b | $3.5b | $3.7b | $4.9b | $5.9b | $6.5b | |
| Policyholder Benefits and Claims Incurred, Net | $16.1b | $18.5b | $18.1b | $18.7b | $21.7b | $22.0b | $23.3b | $24.1b | $26.0b | $26.7b | |
| Premiums Earned, Net | $28.7b | $29.0b | $30.1b | $31.3b | $33.1b | $36.4b | $40.4b | $45.7b | $49.8b | $53.0b | |
| Income before income tax | $5.0b | $3.7b | $4.7b | $5.2b | $4.2b | $9.8b | $6.6b | $9.5b | $11.5b | $13.0b | |
| Net Income (Loss) Attributable to Parent | $4.1b | $3.9b | $4.0b | $4.5b | $3.5b | $8.5b | $5.3b | $9.0b | $9.3b | $10.3b | |
| Net Income (Loss) Attributable to Noncontrolling Interest | — | — | — | — | — | — | — | ($13.0m) | $368.0m | $312.0m | |
| Net income (loss) attributable to noncontrolling interests | — | — | — | — | — | $0 | $0 | ($13.0m) | $368.0m | $312.0m | |
| Common Stock, Dividends, Per Share, Declared | $8.94 | $8.26 | $8.55 | $9.77 | $7.82 | $19.41 | $12.66 | $21.97 | $3.15 | $3.18 | |
| Earnings Per Share, Basic | $8.94 | $8.26 | $8.55 | $9.77 | $7.82 | $19.41 | $12.66 | $21.97 | $22.94 | $25.93 | |
| Earnings Per Share, Diluted | $8.87 | $8.19 | $8.49 | $9.71 | $7.79 | $19.27 | $12.55 | $21.80 | $22.70 | $25.68 | |
| Weighted Average Number of Shares Outstanding, Basic | 462.5m | 467.1m | 463.6m | 455.9m | 451.6m | 440.0m | 419.8m | 410.8m | 404.2m | 397.6m | |
| Weighted Average Number of Shares Outstanding, Diluted | 465.9m | 471.2m | 466.8m | 458.9m | 453.4m | 443.2m | 423.5m | 414.2m | 408.5m | 401.5m | |
| Expenses | |||||||||||
| Administrative expenses | $3.1b | $2.8b | $2.9b | $3.0b | $3.0b | $3.1b | $3.4b | $4.0b | $4.4b | $4.5b | |
| Business Combination, Acquisition Related Costs | $2.0m | — | — | — | — | — | — | — | — | — | |
| Current Income Tax Expense (Benefit) | $824.0m | $359.0m | $652.0m | $908.0m | $928.0m | $1.4b | $1.1b | $1.6b | $1.7b | $2.1b | |
| Deferred Policy Acquisition Costs, Amortization Expense | $5.9b | $5.8b | $5.9b | $6.2b | $6.5b | $6.9b | $7.4b | $8.3b | $9.1b | $9.8b | |
| General and Administrative Expense | $3.1b | $2.8b | $2.9b | $3.0b | $3.0b | $3.1b | $3.4b | $4.0b | $4.4b | $4.5b | |
| Income tax expense | $815.0m | ($139.0m) | $695.0m | $795.0m | $629.0m | $1.3b | $1.3b | $511.0m | $1.8b | $2.4b | |
| Income tax expense related to OCI items | ($54.0m) | ($231.0m) | $399.0m | ($605.0m) | ($416.0m) | $427.0m | $1.1b | ($317.0m) | ($117.0m) | ($149.0m) | |
| Integration expenses and severance | $492.0m | $310.0m | $59.0m | $23.0m | $0 | $0 | $48.0m | $69.0m | $39.0m | $79.0m | |
| Interest Expense | $605.0m | $607.0m | $641.0m | $552.0m | $516.0m | $492.0m | $570.0m | $672.0m | $741.0m | $764.0m | |
| Liability for Unpaid Claims and Claims Adjustment Expense, Incurred Claims | $16.1b | $18.5b | $18.1b | $18.7b | $21.7b | $22.0b | $23.3b | $24.1b | $26.0b | $26.7b | |
| Losses and loss expenses | $16.1b | $18.5b | $18.1b | $18.7b | $21.7b | $22.0b | $23.3b | $24.1b | $26.0b | $26.7b | |
| Other (income) expense | ($222.0m) | ($400.0m) | ($434.0m) | ($596.0m) | ($994.0m) | ($2.4b) | $74.0m | ($836.0m) | ($1.0b) | ($1.3b) | |
| Other Nonoperating Income (Expense) | $222.0m | $400.0m | $434.0m | $596.0m | $994.0m | $2.4b | ($74.0m) | $836.0m | $1.0b | $1.3b | |
| Policy acquisition costs | $5.9b | $5.8b | $5.9b | $6.2b | $6.5b | $6.9b | $7.4b | $8.3b | $9.1b | $9.8b | |
| Benefits, Losses and Expenses | $26.5b | $28.5b | $28.1b | $28.9b | $31.8b | $31.1b | $36.6b | $40.2b | $44.3b | $46.4b | |
| Defined Benefit Plan, Net Periodic Benefit Cost (Credit), Gain (Loss) Due to Settlement | — | — | — | — | — | — | — | — | — | $8.0m | |
| Income Tax Expense (Benefit) | $815.0m | ($139.0m) | $695.0m | $795.0m | $629.0m | $1.3b | $1.3b | $511.0m | $1.8b | $2.4b | |
| Interest Income (Expense), Net | ($605.0m) | ($607.0m) | ($641.0m) | ($552.0m) | ($516.0m) | — | — | ($672.0m) | ($741.0m) | ($764.0m) | |
| Other Operating Income (Expense), Net | $222.0m | $400.0m | $434.0m | $596.0m | $994.0m | $2.4b | ($74.0m) | $836.0m | $1.0b | $1.3b | |
| Total expenses | $26.5b | $28.5b | $28.1b | $28.9b | $31.8b | $31.1b | $36.6b | $40.2b | $44.3b | $46.4b |
Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.