$CB — FinTwit mentions on Surfaced

$CB — FinTwit mentions on Surfaced

Recent mentions

16 mentions

@acipartnerhshipJul 8, 2026 · 1:36 PM

Possible anecdotal evidence of a narrative change in #insurance. $AIG $CB $BRK Global P/C premium growth is forecast at ≈1% in real terms for 2026. "current cycle may be shallower than past soft markets, with insurers likely to reprice more sharply" https://t.co/obgqKnumky

@acipartnerhshipJul 1, 2026 · 3:36 PM

Well, well, looks like the dire lower #insurance rate narrative is dissipating. New ATHs: Chubb $CB Mercury General $MCY Travelers Companies $TRV

@acipartnerhshipJun 27, 2026 · 4:08 PM

@BrownMarubozu Observation is that these bank analysts are not insurance experts and don't fully understand the business. As such, they just go along with the narrative and publish simple metrics. Opportunity for investors looking for very long term holdings like $BRK $CB $AIG, and others.

@alphaticaioJun 10, 2026 · 9:24 PM

Signal #004: 20-Day Final Published May 13. Closed June 10. SPY fell -2.27%. Our basket returned +1.81%. Alpha: +4.09%. 7 of 8 longs finished green. $URI +12.95%, $ACN +6.80%, $EL +3.97%, $CRM +3.06%. The long book returned +3.44% while SPY lost -2.27%. That's +5.71% of long-side alpha. The short book was the drag this time at -1.63%. $MLM was the only profitable short at +4.15%. Insurance ($CB -4.61%, $TRV -2.83%) and REITs ($SPG -6.11%) rallied against us. The model's persistent utility/insurance short thesis worked across Signals #001-003 but ran into a defensive rotation in #004. We post the good and the bad. That's four closed signals: Signal #001: +20.52% L/S Signal #002: +5.96% L/S Signal #003: +0.19% L/S Signal #004: +1.81% L/S (+4.09% alpha vs SPY) If you did absolutely nothing else and put equal dollar amount into each position based on the side you had: Four positive signals. Four positive L/S spreads. Signal #005 is live for email subscribers. The email sign up link is in the bio. Longs: $DASH $EL $EXPE $OXY $URI $VST $ACN $CRM Shorts: $MLM $TRV $EA $AEP $WEC $ITW $SPG $CB Signal #006 will be delivered on Thursday. $SPY $SPX $QQQ

@yasutaketinJun 4, 2026 · 7:19 AM

思いつく代表銘柄を書いておくね。・エネルギー、パイプライン、資源株 $CVX $ENB $OKE $COPX $BHP ・設備投資の恩恵を受ける資本財・電力インフラ株 $GEV $ETN $CAT ・値上げしても需要が落ちにくい生活必需品株 $PEP $BTI ・利益成長が金利上昇を上回る高収益テック株 $NVDA $GOOGL $MU ・一部の保険株、銀行株 $CB $JPM

@acipartnerhshipApr 10, 2026 · 1:04 PM

Colorado State University's 2026 #Hurricane forecast. $BRK $CB $AIG At one point last year, the CSU forecast was up to 25 named storms. Genuinely a major shift.

@acipartnerhshipApr 7, 2026 · 1:42 PM

$AIG and $BRK Berkshire Hathaway to join $CB Chubb's Hormuz Reinsurance Guarantees to ships willing to travel through the Strait of Hormuz. Lloyds is surely not happy. https://t.co/wB2cj0ybkT

@acipartnerhshipMar 12, 2026 · 12:22 PM

Chubb $CB to serve as lead underwriter for U.S. International Development Finance Corporation (DFC) plan for its $20 billion Maritime Reinsurance Plan to help get energy and trade flowing again through the Strait of Hormuz. https://t.co/23OwWiO4oY

@jasonl_capitalMar 11, 2026 · 11:30 AM

Berkshire Hathaway's top 10 holdings ranked by portfolio weight: 1. $AAPL - Apple - 21.87% 2. $AXP - American Express - 16.97% 3. $KO - Coca-Cola - 11.51% 4. $BAC - Bank of America - 9.32% 5. $CVX - Chevron - 9.24% 6. $OXY - Occidental Petroleum - 5.38% 7. $MCO - Moody's - 4.33% 8. $CB - Chubb - 4.17% 9. $KHC - Kraft Heinz - 2.97% 10. $GOOGL - Alphabet - 2.00% The top 10 make up roughly 90% of the entire portfolio. Nearly 50% is in just three stocks.

@acipartnerhshipMar 2, 2026 · 8:19 PM

Given the state of uncertainty on this day, noticed $CB and $TRV making ATHs. Maybe a signal.

@acipartnerhshipFeb 26, 2026 · 6:23 PM

What does Mr. Market know about #insurance that we do not? Noticed that Chubb $CB made an ATH today. Also noticed that Berkshire $BRK bought more Chubb in Q4.

@acipartnerhshipFeb 18, 2026 · 12:36 PM

SIC Code 6331 — for those that know. Berkshire $BRK picked up more Chubb $CB on the back of the soft rates narrative and near ATHs. Things that make one go ... https://t.co/j1E0vz437v

@acipartnerhshipFeb 4, 2026 · 11:08 PM

Still seems relevant with today's Chubb $CB and Allstate $ALL earnings announcements. $AIG $BRK, others

@acipartnerhshipFeb 4, 2026 · 3:36 PM

@TidefallCapital New ATH We have been on the $CB wagon for a long time. Yet, many have ignored it, even after a $BRK mystery purchase last year.

@acipartnerhshipFeb 4, 2026 · 3:28 PM

Chubb $CB coming in hot. After Mr. Market's and an Algo scare of lower rates, Chubb indicates: “January 1, conditions were a bit more favourable than we had anticipated, and while early, we’ve had a good start to the year.” “We anticipate an excellent ’26 with strong growth in operating earnings and double-digit growth in EPS and tangible book value, macro conditions notwithstanding.” https://t.co/EVQbd9zkpK

@acipartnerhshipDec 15, 2025 · 8:32 PM

What do we have here? #Insurance making new highs today. We were told it was a soft market. $CB ATH $MKL ATH $ORI ATH (with dividend) Others very close, $MCY $TRV $ALL