Position in CB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,958,717
+$157,070 QoQ
Shares Held
11,618
-0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.55%
of 13F equity value
Holder Rank
#654
of 2,131 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Orca Wealth Management, LLC holds $10,994,256 across 2 Insurance - Property & Casualty names. CB ranks #2 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
171,934 | $7,035,539 | |
| 2 | CB |
Chubb Ltd
This page
|
11,618 | $3,958,717 |
All Filings in CB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,958,717 | 11,618 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,801,647 | 11,664 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $3,645,873 | 11,681 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $3,278,898 | 11,617 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,383,349 | 11,678 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $3,544,154 | 11,736 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $3,234,643 | 11,707 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||