McAdam LLC
CB icon

McAdam LLC’s Chubb CB Stock Holding History

McAdam LLC’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$428K Buy
1,316
+14
+1% +$4.83K 0.02% 307
2026
Q2 		$444K Buy
+1,302
New +$425K 0.02% 298
2025
Q3 		– Sell
-780
Closed -$226K – 398
2025
Q2 		$226K Buy
780
+24
+3% +$6.91K 0.01% 343
2025
Q1 		$228K Sell
756
-985
-57% -$274K 0.01% 306
2024
Q4 		$481K Buy
1,741
+529
+44% +$150K 0.03% 210
2024
Q3 		$350K Buy
+1,212
New +$332K 0.02% 235

Other funds holding CB

Wealth Enhancement Advisory Services
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DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

McAdam LLC's CB Position: Q3 2026 in Review

McAdam LLC increased its Chubb (CB) stake by 1.1% in Q3 2026, buying an estimated $4.83K and bringing the position to 1,316 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #307.

McAdam LLC first reported a position in CB in Q3 2024 and has held it in 6 quarters since. The position peaked at $481K in Q4 2024. 733 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • McAdam LLC held 1,316 shares of Chubb worth $428K as of Q3 2026.
  • McAdam LLC bought 14 Chubb shares in Q3 2026, an estimated $4.83K.
  • Chubb made up 0.02% of McAdam LLC's portfolio in Q3 2026, its #307 holding.
  • McAdam LLC first reported a position in Chubb in Q3 2024 and has held it in 6 quarters since.
  • McAdam LLC's Chubb position peaked at $481K in Q4 2024.
  • 733 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.