Ownership history in CWA Asset Management Group, LLC Β· 4 quarters on record
This page tracks every 13F SEC filing in which CWA Asset Management Group, LLC reported a position in INTL GNRL INSURANCE HLDNGS L (IGIC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π CWA Asset Management Group, LLC underperformed the S&P 500 by β24.6% annually on this IGIC position. Timing score: 33% (1/3 decisions correct). Average cost basis: $22.95. Maximum drawdown during holding period: β5.2%.
β Significantly underperformed the S&P 500 by 24.6% ann.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $22.02 (2025 Q3) Β· Worst: $23.86 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.08% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size