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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

McAdam LLC's CB Position: Q3 2025 in Review

McAdam LLC sold out of Chubb (CB) in Q3 2025, closing a stake of 780 shares — an estimated $226K sold.

McAdam LLC first reported a position in CB in Q3 2024 and held it in 4 quarters. The position peaked at $481K in Q4 2024. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

McAdam LLC reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
McAdam LLC sold 780 Chubb shares in Q3 2025, an estimated $226K.
McAdam LLC first reported a position in Chubb in Q3 2024 and held it in 4 quarters.
McAdam LLC's Chubb position peaked at $481K in Q4 2024.
1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on McAdam LLC's 13F filing for Q3 2025, filed 29 Oct 2025.