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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
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

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

Orca Wealth Management's CB Position: Q2 2026 in Review

Orca Wealth Management reduced its Chubb (CB) stake by 0.39% in Q2 2026, selling an estimated $15K and leaving 11,618 shares worth $3.96M. The position accounts for 2.38% of the portfolio, ranked #13.

Orca Wealth Management first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Orca Wealth Management held 11,618 shares of Chubb worth $3.96M as of Q2 2026.
  • Orca Wealth Management sold 46 Chubb shares in Q2 2026, an estimated $15K.
  • Chubb made up 2.38% of Orca Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Orca Wealth Management first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.