CB · 8-K · 20260721PR310312
Net Investment Income Trends
Chubb Ltd · 2026-07-21 · Importance 54 · Surprise 40 · No source text
Pre-tax net investment income increased 12.3% year over year to a record $1.760 billion in the second quarter of 2026. Adjusted net investment income rose 11.4% to a record $1.880 billion, supported by fixed-income and alternative-asset portfolios. Invested assets increased 9.0% over the prior 12 months to $175.402 billion as of June 30, 2026. Net investment income for the first six months increased 10.9% to $3.469 billion from $3.129 billion.
Key facts
- Pre-tax net investment income for Q2 2026 was $1,760 million, up 12.3%, and adjusted net investment income was $1,880 million, up 11.4%; both were records. source
- Chubb's invested asset base stood at $175 billion, up 9% over the last 12 months. source
- Adjusted net realized (gains) losses and other, net of tax in Q2 2026 was negative $47 million (i.e., $(47) million) versus $(539) million prior year. source
- Net investment income for the three months ended June 30, 2026 was $1,760 million (table line item). source
- Net realized gains for the three months ended June 30, 2026 were $162 million. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | positive | realized | +5.2% | Chubb's invested asset base stood at $175 billion, up 9% over the last 12 months. |
| net_income | positive | realized | +3.4% | Adjusted net realized (gains) losses and other, net of tax in Q2 2026 was negative $47 million (i.e., $(47) million) versus $(539) million… |
| revenue | positive | realized | +1.3% | Pre-tax net investment income for Q2 2026 was $1,760 million, up 12.3%, and adjusted net investment income was $1,880 million, up 11.4%;… |