Chubb Limited reported adjusted net investment income of $1.84 billion in the first quarter of 2026, at the top end of its previously guided range, driven by a larger invested asset base and stronger private equity returns. Net investment income increased 9.5% compared with the year-ago quarter, primarily due to higher average invested assets. The company expects adjusted net investment income in the second quarter of 2026 to be between $1.825 billion and $1.85 billion. Chubb's large and conservatively managed investment portfolio has produced record net investment income over the past several years, creating a powerful earnings tailwind alongside its strong underwriting operations. The article also notes that other insurers such as Cincinnati Financial Corporation and The Travelers Companies have been experiencing net investment income growth, benefiting from higher interest rates and solid cash flow.
Chubb LtdRecord net investment income driven by larger invested asset base and stronger private equity returns.
The Travelers Companies Inc
Cincinnati Financial Corporation