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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rnam   😊 😞
Number: of 21939 
Subject: Re: Read All About It
Date: 02/17/26 6:06 PM
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No. of Recommendations: 5
Continuing addition to CB is interesting. When Berkshire keeps buying an insurance underwriter it is worth looking at it in depth. Is a full acquisition on the cards?

CB had a great 4th quarter and its outlook for 2026 is also very strong. Stock is trading at Fwd PE of 12 even after stock is up 24% over the last year. Seems to be a very well timed purchase by BH.


Chubb (CB) on Tuesday delivered Q4 2025 earnings that surpassed the average analyst estimate, partly bolstered by strong growth in P&C underwriting income and lower catastrophe losses.

Q4 operating EPS of $7.52, topping the $6.78 average analyst estimate, rose from $7.49 in Q3 and $6.02 a year earlier.

P&C combined ratio fell to 81.2% in Q4 from 81.8% in Q3 and 85.7% in Q4 2024.

Life Insurance income climbed 19.3% Y/Y to $322M in Q4.

CEO Greenberg expressed confidence in "strong growth in operating earnings and double-digit growth in EPS and tangible book value through the 3 sources of income, P&C underwriting, investment income and life though cats and FX aside."


seekingalpha.com - Chubb q4 earnings top consensus helped by pc underwriting income
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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