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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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Orca Wealth Management's CB Position: Q1 2026 in Review

Orca Wealth Management reduced its Chubb (CB) stake by 0.15% in Q1 2026, selling an estimated $5.45K and leaving 11,664 shares worth $3.8M. The position accounts for 2.71% of the portfolio, ranked #13.

Orca Wealth Management first reported a position in CB in Q4 2024 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Orca Wealth Management held 11,664 shares of Chubb worth $3.8M as of Q1 2026.
  • Orca Wealth Management sold 17 Chubb shares in Q1 2026, an estimated $5.45K.
  • Chubb made up 2.71% of Orca Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Orca Wealth Management first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Orca Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.