Juan Luis Ortega

EVP Ortega sold 3,886 CB shares at $322.08; retains 28,858 shares plus 60,234 derivative holdings

Juan Luis Ortega, Executive Vice President, sold 3,886 shares (3.9K shares) of Chubb Ltd at $322.08 on 2026-06-08 for $1,251,602.88, reducing his non-derivative holdings by 11.9% to 28,858 shares. However, this partial sale does not represent a material exit: Ortega retains a substantial non-derivative position and maintains an additional 60,234 shares in derivative holdings (options to acquire), preserving meaningful economic exposure to the company. His cross-ticker track record shows 4 prior sells with an average 90-day return of +6.7%, indicating historically poorly-timed sales on a cross-ticker basis, though at Chubb specifically only 1 of 4 prior sales at this ticker were well-timed at the 90-day mark. The sale price of $322.08 falls 4.4% below the 52-week high of $345.67 and represents a transaction on a stock trading near historical strength (30-day change: +3.2%), offering limited evidence of conviction-driven selling or concern.

EVP Juan Luis Ortega sold 4,357 shares of CB at $295.04 (Dec 2); stock trading near 52-week high despite prior mixed timing record

Juan Luis Ortega, Executive Vice President, sold 4,357 shares of Chubb Ltd at $295.04 on 2025-12-02, reducing his post-transaction holdings to 36,092 shares (-10.8% vs pre-transaction). The sale occurred near the upper end of the stock's 52-week range ($257.71–$302.46), at a price 2.6% below the 52-week high. However, his cross-ticker track record shows 3 prior sells with an average 90-day return of +3.6% and a 90-day well-timed rate of 33.33%—modest performance. At CB specifically, his timing has been inconsistent: 1 of 3 prior sales achieved a negative 90-day return (well-timed, as the stock subsequently declined). Fundamentals remain solid with annual revenue growth of +12.1%, a P/E of 11.99, and latest-quarter net income of $2,801,000,000.00. The sale size represents a moderate reduction in holdings and lacks the clear conviction signal of a substantial single-ticker commitment.

EVP Juan Luis Ortega sells 6,504 CB shares at $292.13 for $1.9M; holds 40.4K post-sale as stock trades -4.0% from 52-week high

Ortega sold 6,504 shares (13.9% reduction in holdings) at $292.13 during a period when CB has risen 8.6% over 90 days and sits near its 52-week highs. His prior two sales at this ticker occurred on 2024-08-20 and 2024-06-06, neither of which preceded stock declines—both showed positive 90-day returns of 6.4% and 5.7% respectively, indicating poor timing on prior dispositions. His cross-ticker track record shows 2 prior sales with an average 90-day return of +8.6% and a well-timed rate of 0.00%, suggesting a historical pattern of selling before rallies rather than declines. The current sale occurs with the stock at $290.42, merely 4.0% below its 52-week high and up 3.8% over the past 30 days, leaving limited upside room before a potential pullback.

EVP Juan Luis Ortega sold 3,921 shares of Chubb (CB) at $273.06 on 2024-08-20 for $1.1M; retains 44.6K shares post-sale.

Juan Luis Ortega, EVP of Chubb Ltd, sold 3,921 shares at $273.06, reducing his holding by 8.1% from 48.6K to 44.6K shares. The sale occurred near the 52-week high of $276.66 (within 1.7% of peak), and the stock is up 3.8% over the prior 30 days. His cross-ticker track record shows 1 prior sell with an average 30-day return of -3.2%, while his same-ticker history at CB includes one prior sale on 2024-06-06 which has thus far shown a 30-day return of -3.2%. The company's fundamentals remain solid with annual revenue growth of 15.2%, net income of $2.2B on $13.8B in revenue, and a P/E of 11.31. This transaction represents a modest reduction in an already substantial holding rather than a significant portfolio exit.