Orca Wealth Management
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Orca Wealth Management’s Chubb CB Stock Holding History

Orca Wealth Management’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 		$3.76M Sell
11,558
-60
-0.5% -$20.7K 2.24% 14
2026
Q2 		$3.96M Sell
11,618
-46
-0.4% -$15K 2.38% 13
2026
Q1 		$3.8M Sell
11,664
-17
-0.1% -$5.45K 2.71% 13
2025
Q4 		$3.67M Buy
11,681
+64
+0.6% +$18.7K 2.63% 13
2025
Q3 		$3.28M Sell
11,617
-61
-0.5% -$16.8K 2.48% 11
2025
Q2 		$3.38M Sell
11,678
-58
-0.5% -$16.7K 2.85% 10
2025
Q1 		$3.54M Buy
11,736
+29
+0.2% +$8.06K 3.17% 9
2024
Q4 		$3.23M Buy
+11,707
New +$3.32M 2.91% 11

Other funds holding CB

Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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

Orca Wealth Management's CB Position: Q3 2026 in Review

Orca Wealth Management reduced its Chubb (CB) stake by 0.52% in Q3 2026, selling an estimated $20.7K and leaving 11,558 shares worth $3.76M. The position accounts for 2.24% of the portfolio, ranked #14.

Orca Wealth Management first reported a position in CB in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.96M in Q2 2026. 876 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Orca Wealth Management held 11,558 shares of Chubb worth $3.76M as of Q3 2026.
  • Orca Wealth Management sold 60 Chubb shares in Q3 2026, an estimated $20.7K.
  • Chubb made up 2.24% of Orca Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Orca Wealth Management first reported a position in Chubb in Q4 2024 and has held it in 8 quarters since.
  • Orca Wealth Management's Chubb position peaked at $3.96M in Q2 2026.
  • 876 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.