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McDonald Partners’s Chubb CB Stock Holding History

McDonald Partners’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 		$216K Sell
633
-62
-9% -$20.2K 0.05% 216
2026
Q1 		$227K Sell
695
-433
-38% -$139K 0.05% 205
2025
Q4 		$352K Sell
1,128
-1,266
-53% -$370K 0.11% 159
2025
Q3 		$676K Sell
2,394
-5,793
-71% -$1.59M 0.2% 120
2025
Q2 		$2.39M Buy
8,187
+110
+1% +$31.7K 0.57% 48
2025
Q1 		$2.45M Buy
8,077
+51
+0.6% +$14.2K 0.64% 45
2024
Q4 		$2.22M Sell
8,026
-167
-2% -$47.4K 0.57% 47
2024
Q3 		$2.36M Buy
8,193
+1,866
+29% +$512K 0.59% 49
2024
Q2 		$1.61M Buy
6,327
+1,498
+31% +$385K 0.43% 68
2024
Q1 		$1.25M Buy
4,829
+15
+0.3% +$3.69K 0.34% 85
2023
Q4 		$1.09M Sell
4,814
-9
-0.2% -$1.97K 0.32% 92
2023
Q3 		$1M Buy
4,823
+60
+1% +$12.1K 0.33% 91
2023
Q2 		$917K Buy
4,763
+15
+0.3% +$2.94K 0.28% 100
2023
Q1 		$922K Buy
4,748
+133
+3% +$28K 0.3% 98
2022
Q4 		$1.02M Buy
4,615
+28
+0.6% +$5.83K 0.35% 85
2022
Q3 		$834K Buy
4,587
+255
+6% +$48.4K 0.32% 95
2022
Q2 		$852K Buy
4,332
+207
+5% +$42.6K 0.22% 127
2022
Q1 		$882K Buy
+4,125
New +$838K 0.19% 141
2021
Q4 		– Sell
-3,861
Closed -$670K – 572
2021
Q3 		$670K Buy
3,861
+303
+9% +$53.1K 0.16% 160
2021
Q2 		$565K Sell
3,558
-52
-1% -$8.62K 0.13% 174
2021
Q1 		$570K Buy
3,610
+724
+25% +$117K 0.15% 163
2020
Q4 		$444K Buy
+2,886
New +$405K 0.13% 177

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

McDonald Partners's CB Position: Q2 2026 in Review

McDonald Partners reduced its Chubb (CB) stake by 8.9% in Q2 2026, selling an estimated $20.2K and leaving 633 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #216.

McDonald Partners first reported a position in CB in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.45M in Q1 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • McDonald Partners held 633 shares of Chubb worth $216K as of Q2 2026.
  • McDonald Partners sold 62 Chubb shares in Q2 2026, an estimated $20.2K.
  • Chubb made up 0.05% of McDonald Partners's portfolio in Q2 2026, its #216 holding.
  • McDonald Partners first reported a position in Chubb in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Chubb position peaked at $2.45M in Q1 2025.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.