Skip to main content

McDonald Partners LLC

SEC CIK
0001331074
Latest filing
Jul 28, 2026

CB holding history

Chubb Ltd in every 13F filed by McDonald Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CB overviewAll 13F holders of CBFull Q2 2026 holdings

Shares (Q2 2026)
633
Value
$215.7K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of CB by McDonald Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026633$215.7K0.1%−62−8.9%ReducedHolders
Q1 2026695$226.5K0.1%−433−38.4%ReducedHolders
Q4 20251,128$352.1K0.1%−1,266−52.9%ReducedHolders
Q3 20252,394$675.7K0.2%−5,793−70.8%ReducedHolders
Q2 20258,187$2.39M0.6%+110+1.4%AddedHolders
Q1 20258,077$2.45M0.6%+51+0.6%AddedHolders
Q4 20248,026$2.22M0.6%−167−2.0%ReducedHolders
Q3 20248,193$2.36M0.6%+1,866+29.5%AddedHolders
Q2 20246,327$1.61M0.4%+1,498+31.0%AddedHolders
Q1 20244,829$1.25M0.3%+15+0.3%AddedHolders
Q4 20234,814$1.09M0.3%−9−0.2%ReducedHolders
Q3 20234,823$1.00M0.3%+60+1.3%AddedHolders
Q2 20234,763$917.2K0.3%+15+0.3%AddedHolders
Q1 20234,748$922.0K0.3%+133+2.9%AddedHolders
Q4 20224,615$1.02M0.3%+28+0.6%AddedHolders
Q3 20224,587$834.0K0.3%+255+5.9%AddedHolders
Q2 20224,332$852.0K0.2%+207+5.0%AddedHolders
Q1 20224,125$882.0K0.2%+4,125NewHolders
Q4 20210$00.0%−3,861−100.0%Sold outHolders
Q3 20213,861$670.0K0.2%+303+8.5%AddedHolders
Q2 20213,558$565.0K0.1%−52−1.4%ReducedHolders
Q1 20213,610$570.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.