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Why Berkshire Built a Chubb Position
Lucas and Luna dig into Berkshire Hathaway's surprising new stake in Chubb, revealed in the 13-F filing earlier this month. They examine why Warren Buffett and Todd Combs might have added the property and casualty insurer to the portfolio, how Chubb's underwriting discipline fits Berkshire's playbook, and what it says about the current insurance cycle. With Chubb trading at roughly 11 times forward earnings and carrying a combined ratio below 90, the hosts debate whether this is a classic Buffett value play or a bet on rising premiums in a hardening market. They also touch on…
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