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Wolf Group Capital Advisors’s Chubb CB Stock Holding History

Wolf Group Capital Advisors’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
2025
Q1 		$1.44M Sell
4,754
-19
-0.4% -$5.28K 0.48% 64
2024
Q4 		$919K Hold
4,773
– – 0.45% 65
2024
Q3 		$919K Buy
4,773
+24
+0.5% +$6.58K 0.44% 66
2024
Q2 		$1.21M Sell
4,749
-24
-0.5% -$6.16K 0.48% 66
2024
Q1 		$919K Hold
4,773
– – 0.44% 66
2023
Q4 		$919K Buy
4,773
+24
+0.5% +$5.25K 0.44% 66
2023
Q3 		$989K Buy
4,749
+6
+0.1% +$1.21K 0.47% 65
2023
Q2 		$890K Sell
4,743
-4
-0.1% -$784 0.44% 66
2023
Q1 		$922K Hold
4,747
– – 0.46% 65
2022
Q4 		$1.05M Buy
4,747
+8
+0.2% +$1.66K 0.49% 64
2022
Q3 		$862K Hold
4,739
– – 0.47% 64
2022
Q2 		$932K Buy
4,739
+5
+0.1% +$1.03K 0.48% 65
2022
Q1 		$1.01M Sell
4,734
-9,468
-67% -$1.92M 0.52% 62
2021
Q4 		$2.75M Buy
14,202
+9,468
+200% +$1.78M 0.45% 65
2021
Q3 		$821K Sell
4,734
-17
-0.4% -$2.98K 0.45% 68
2021
Q2 		$755K Buy
4,751
+17
+0.4% +$2.82K 0.41% 70
2021
Q1 		$748K Sell
4,734
-3,000
-39% -$483K 0.43% 65
2020
Q4 		$1.19M Hold
7,734
– – 0.74% 53
2020
Q3 		$898K Hold
7,734
– – 0.62% 55
2020
Q2 		$979K Hold
7,734
– – 0.73% 51
2020
Q1 		$864K Sell
7,734
-6,675
-46% -$957K 0.72% 53
2019
Q4 		$2.24M Hold
14,409
– – 1.47% 25
2019
Q3 		$2.33M Sell
14,409
-10,000
-41% -$1.55M 1.6% 25
2019
Q2 		$3.6M Hold
24,409
– – 2.49% 11
2019
Q1 		$3.42M Hold
24,409
– – 2.35% 11
2018
Q4 		$3.15M Hold
24,409
– – 2.35% 11
2018
Q3 		$3.26M Hold
24,409
– – 2.13% 10
2018
Q2 		$3.1M Sell
24,409
-8,000
-25% -$1.06M 2.02% 10
2018
Q1 		$4.43M Hold
32,409
– – 2.93% 4
2017
Q4 		$4.74M Buy
+32,409
New +$4.84M 2.95% 4

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wolf Group Capital Advisors's CB Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its Chubb (CB) stake by 0.4% in Q1 2025, selling an estimated $5.28K and leaving 4,754 shares worth $1.44M. The position accounts for 0.48% of the portfolio, ranked #64.

Wolf Group Capital Advisors first reported a position in CB in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.74M in Q4 2017. 1,917 funds tracked by Wall St. Rank hold CB as of Q1 2025.

  • Wolf Group Capital Advisors held 4,754 shares of Chubb worth $1.44M as of Q1 2025.
  • Wolf Group Capital Advisors sold 19 Chubb shares in Q1 2025, an estimated $5.28K.
  • Chubb made up 0.48% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #64 holding.
  • Wolf Group Capital Advisors first reported a position in Chubb in Q4 2017 and has held it in 30 quarters since.
  • Wolf Group Capital Advisors's Chubb position peaked at $4.74M in Q4 2017.
  • 1,917 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.