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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.38M Sell
11,678
-58
-0.5% -$16.8K 2.85% 10
2025
Q1 		$3.54M Buy
11,736
+29
+0.2% +$8.76K 3.17% 9
2024
Q4 		$3.23M Buy
+11,707
New +$3.23M 2.91% 11