Ownership history in Orca Wealth Management, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Orca Wealth Management, LLC reported a position in CHUBB LIMITED (CB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 11,681 | +64 | +0.6% | 2.63% | $3.7M | $311.20 |
| 2025 Q3 | REDUCED | 11,617 | -61 | -0.5% | 2.48% | $3.3M | $281.42 |
| 2025 Q2 | REDUCED | 11,678 | -58 | -0.5% | 2.85% | $3.4M | $288.87 |
| 2025 Q1 | ADDED | 11,736 | +29 | +0.2% | 3.17% | $3.5M | $300.09 |
| 2024 Q4 | INITIATED | 11,707 | — | — | 2.91% | $3.2M | $273.70 |
As of 2025 Q4 — sorted by position size