Which documents related to the Chubb (CB) note offering were filed as exhibits?

The filing includes an underwriting agreement, a terms agreement, forms of officer’s certificate and global note, and legal opinions. These exhibits detail the transaction terms, establish the notes, and provide legal confirmations supporting the $1,000,000,000 offering.

$1B Chubb (NYSE: CB) 5.300% senior notes due 2036 guaranteed by parent

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)

Form Type

8-K

Rhea-AI Filing Summary

Chubb Limited reported that its subsidiary Chubb INA Holdings LLC agreed on May 18, 2026 to sell $1,000,000,000 of 5.300% Senior Notes due 2036 in a public offering. The Notes will be fully and unconditionally guaranteed by Chubb Limited, adding parent-level support to this new long-term debt issuance.

8-K Event Classification

2 items: 8.01, 9.01

2 items

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Key Figures

Senior notes principal: $1,000,000,000 Coupon rate: 5.300% Maturity year: 2036

3 metrics

Senior notes principal $1,000,000,000 Public offering of 5.300% Senior Notes due 2036

Coupon rate 5.300% Interest rate on Senior Notes due 2036

Maturity year 2036 Senior Notes due 2036 issued by Chubb INA Holdings LLC

Key Terms

Senior Notes, public offering, underwriting agreement, terms agreement, +2 more

6 terms

Senior Notes financial

"agreed to sell in a public offering $1,000,000,000 of 5.300% Senior Notes due 2036"

Senior notes are a type of loan that a company borrows from investors, promising to pay it back with interest. They are called "senior" because in case the company faces financial trouble, these lenders are paid back before others. This makes senior notes safer for investors compared to other types of loans or bonds.

public offering financial

"agreed to sell in a public offering $1,000,000,000 of 5.300% Senior Notes due 2036"

A public offering is when a company sells shares to the general public through the stock market, either by issuing new shares to raise cash or by letting existing owners sell their stakes. Think of it like a business opening its doors to many new owners at once: it can bring in money for growth but also increases the number of shares available, which can change the stock price and dilute existing ownership — key factors investors watch closely.

underwriting agreement financial

"Attached as Exhibits 1.1 and 1.2 are copies of the underwriting agreement and terms agreement"

An underwriting agreement is a contract where a company selling new stocks or bonds hires financial firms to buy those securities and resell them to investors. It matters because the agreement sets the offering price, number of securities, fees and which party bears the risk if sales fall short—think of it as a promise that the sale will happen and a roadmap investors can use to understand how the new securities reach the market.

terms agreement financial

"Attached as Exhibits 1.1 and 1.2 are copies of the underwriting agreement and terms agreement"

officer’s certificate financial

"Attached as Exhibits 4.1 and 4.2 are the form of officer’s certificate establishing the Notes"

opinion financial

"Attached as Exhibits 5.1 and 5.2 are certain opinions related to the Notes"

Understanding 8-K Material Events →

05/20/2026 - 08:22 AM

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

Current Report

Pursuant To Section 13 or 15 (d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported) - May 20, 2026

Chubb Limited

(Exact name of registrant as specified in its charter)

Switzerland		1-11778		98-0091805
(State or other jurisdiction of Incorporation)		(Commission File Number)		(I.R.S. Employer Identification No.)

Baerengasse 32

CH-8001 Zurich, Switzerland

(Address of principal executive offices)

Registrant’s telephone number, including area code: +41 (0)43 456 76 00

Not applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

	¨	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

	¨	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

	¨	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

	¨	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common Shares, par value CHF 0.50 per share	CB	New York Stock Exchange
Guarantee of Chubb INA Holdings LLC 0.875% Senior Notes due 2027	CB/27	New York Stock Exchange
Guarantee of Chubb INA Holdings LLC 1.55% Senior Notes due 2028	CB/28	New York Stock Exchange
Guarantee of Chubb INA Holdings LLC 0.875% Senior Notes due 2029	CB/29A	New York Stock Exchange
Guarantee of Chubb INA Holdings LLC 1.40% Senior Notes due 2031	CB/31	New York Stock Exchange
Guarantee of Chubb INA Holdings LLC 2.50% Senior Notes due 2038	CB/38A	New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item 8.01. Other Events.

On May 18, 2026, Chubb INA Holdings LLC (the “Company”) agreed to sell in a public offering $1,000,000,000 of 5.300% Senior Notes due 2036 (the “Notes”). The Notes will be fully and unconditionally guaranteed by Chubb Limited.

Attached as Exhibits 1.1 and 1.2 are copies of the underwriting agreement and terms agreement relating to such public offering. Attached as Exhibits 4.1 and 4.2 are the form of officer’s certificate establishing the Notes and the form of the Notes. Attached as Exhibits 5.1 and 5.2 are certain opinions related to the Notes.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

EXHIBIT INDEX

Number	Description	Method of Filing
1.1*	Underwriting Agreement, dated as of May 18, 2026, between Chubb INA Holdings LLC, Chubb Limited and the underwriters named in the related terms agreement	Filed herewith
1.2*	Terms Agreement, dated as of May 18, 2026, among Chubb INA Holdings LLC, Chubb Limited, Barclays Capital Inc. and Wells Fargo Securities, LLC, as representatives of the underwriters named therein	Filed herewith
4.1*	Form of Officer’s Certificate related to the 5.300% Senior Notes due 2036	Filed herewith
4.2	Form of Global Note for the 5.300% Senior Notes due 2036	Filed herewith
5.1	Opinion of Bär & Karrer AG	Filed herewith
5.2	Opinion of Willkie Farr & Gallagher LLP	Filed herewith
23.1	Consent of Bär & Karrer AG	Included in Exhibit 5.1
23.2	Consent of Willkie Farr & Gallagher LLP	Included in Exhibit 5.2
104	Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

Certain exhibits omitted pursuant to Item 601(a)(5) of Regulation S-K. Chubb Limited agrees to furnish supplementally a copy of any omitted exhibit to the Securities & Exchange Commission upon request; provided, however, that Chubb Limited may request confidential treatment pursuant to Rule 24b-2 of the Securities Exchange Act of 1934, as amended, for any schedules or exhibits so furnished.

- 2 -

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

	Chubb Limited

	By:	/s/ Joseph F. Wayland
		Joseph F. Wayland
		General Counsel

DATE: May 20, 2026

- 3 -

Source: View Original Filing on SEC EDGAR

FAQ

What debt offering did Chubb Limited (CB) announce in this 8-K?

Chubb INA Holdings LLC agreed to sell $1,000,000,000 of 5.300% Senior Notes due 2036. These notes are being issued in a public offering and will be fully and unconditionally guaranteed by Chubb Limited, providing additional assurance for noteholders.

Who is guaranteeing the new 5.300% Senior Notes due 2036 for Chubb (CB)?

Chubb Limited will fully and unconditionally guarantee the 5.300% Senior Notes due 2036. The notes are issued by Chubb INA Holdings LLC, but the parent guarantee adds credit support, which is important for assessing risk and expected payments to investors.

What is the interest rate and maturity of Chubb (CB) new senior notes?

The new senior notes carry a 5.300% interest rate and mature in 2036. This creates long-term fixed-rate debt for Chubb INA Holdings LLC, giving investors predictable coupon payments over the life of the notes until their scheduled maturity year.

When did Chubb INA Holdings LLC agree to sell the new notes for CB?

The company agreed to sell the 5.300% Senior Notes due 2036 on May 18, 2026. This agreement precedes the 8-K filing date and reflects the formal commitment to the public offering underwritten by the banks named in the related terms agreement.

What type of event does this Chubb (CB) 8-K report under Item 8.01?

The 8-K reports an “Other Event” related to a new public debt offering. It discloses that Chubb INA Holdings LLC will issue $1,000,000,000 of 5.300% Senior Notes due 2036, guaranteed by Chubb Limited, and lists the related transaction documents as exhibits.

Filing Exhibits & Attachments

10 documents