Position in CB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,091,730
+$47,451 QoQ
Shares Held
3,204
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,054
of 2,131 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Welch Group, LLC holds $75,532,702 across 5 Insurance - Property & Casualty names. CB ranks #2 (1.4% of the industry book) .
All Filings in CB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,091,730 | 3,204 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,044,279 | 3,204 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,010,332 | 3,237 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $909,127 | 3,221 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $774,131 | 2,672 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $799,065 | 2,646 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $731,089 | 2,646 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $763,079 | 2,646 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $674,941 | 2,646 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $747,849 | 2,886 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $595,284 | 2,634 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $511,081 | 2,455 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $493,916 | 2,565 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $498,071 | 2,565 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $632,901 | 2,869 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $521,813 | 2,869 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $563,988 | 2,869 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $600,845 | 2,809 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $543,007 | 2,809 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $487,305 | 2,809 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $446,462 | 2,809 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $423,201 | 2,679 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $412,351 | 2,679 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $248,148 | 2,137 | Shares | Sole | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||