Wolf Group Capital Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.44M | Sell |
4,754
-19
| -0.4% | -$5.74K | 0.48% | 64 |
|
|
2024
Q4 | $919K | Hold |
4,773
| – | – | 0.45% | 65 |
|
|
2024
Q3 | $919K | Buy |
4,773
+24
| +0.5% | +$4.62K | 0.44% | 66 |
|
|
2024
Q2 | $1.21M | Sell |
4,749
-24
| -0.5% | -$6.12K | 0.48% | 66 |
|
|
2024
Q1 | $919K | Hold |
4,773
| – | – | 0.44% | 66 |
|
|
2023
Q4 | $919K | Buy |
4,773
+24
| +0.5% | +$4.62K | 0.44% | 66 |
|
|
2023
Q3 | $989K | Buy |
4,749
+6
| +0.1% | +$1.25K | 0.47% | 65 |
|
|
2023
Q2 | $890K | Sell |
4,743
-4
| -0.1% | -$751 | 0.44% | 66 |
|
|
2023
Q1 | $922K | Hold |
4,747
| – | – | 0.46% | 65 |
|
|
2022
Q4 | $1.05M | Buy |
4,747
+8
| +0.2% | +$1.77K | 0.49% | 64 |
|
|
2022
Q3 | $862K | Hold |
4,739
| – | – | 0.47% | 64 |
|
|
2022
Q2 | $932K | Buy |
4,739
+5
| +0.1% | +$983 | 0.48% | 65 |
|
|
2022
Q1 | $1.01M | Sell |
4,734
-9,468
| -67% | -$2.03M | 0.52% | 62 |
|
|
2021
Q4 | $2.75M | Buy |
14,202
+9,468
| +200% | +$1.83M | 0.45% | 65 |
|
|
2021
Q3 | $821K | Sell |
4,734
-17
| -0.4% | -$2.95K | 0.45% | 68 |
|
|
2021
Q2 | $755K | Buy |
4,751
+17
| +0.4% | +$2.7K | 0.41% | 70 |
|
|
2021
Q1 | $748K | Sell |
4,734
-3,000
| -39% | -$474K | 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% | -$746K | 0.72% | 53 |
|
|
2019
Q4 | $2.24M | Hold |
14,409
| – | – | 1.47% | 25 |
|
|
2019
Q3 | $2.33M | Sell |
14,409
-10,000
| -41% | -$1.61M | 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% | -$1.02M | 2.02% | 10 |
|
|
2018
Q1 | $4.43M | Hold |
32,409
| – | – | 2.93% | 4 |
|
|
2017
Q4 | $4.74M | Buy |
+32,409
| New | +$4.74M | 2.95% | 4 |
|