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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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

McAdam LLC's CB Position: Q2 2026 in Review

McAdam LLC opened a new position in Chubb (CB) in Q2 2026: 1,302 shares worth $444K. The stake represents 0.02% of the portfolio and ranks #298 among its holdings. This is a return to the name: McAdam LLC previously reported a position in CB as recently as Q2 2025.

McAdam LLC first reported a position in CB in Q3 2024 and has held it in 5 quarters since. The position peaked at $481K in Q4 2024. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • McAdam LLC held 1,302 shares of Chubb worth $444K as of Q2 2026.
  • Chubb was a new McAdam LLC position in Q2 2026.
  • Chubb made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #298 holding.
  • McAdam LLC first reported a position in Chubb in Q3 2024 and has held it in 5 quarters since.
  • McAdam LLC's Chubb position peaked at $481K in Q4 2024.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.