Position in CB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$256,236
-$5,159 QoQ
Shares Held
752
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,705
of 2,131 holders
Holding Since
Mar 2022
17 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, 2026Mendel Money Management holds $2,004,724 across 3 Insurance - Property & Casualty names. CB ranks #3 (12.8% of the industry book) .
All Filings in CB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,236 | 752 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $261,395 | 802 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $250,320 | 802 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $226,364 | 802 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $235,252 | 812 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $248,235 | 822 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $245,078 | 887 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $255,801 | 887 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $227,531 | 892 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $244,100 | 942 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $232,102 | 1,027 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $216,090 | 1,038 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $238,453 | 1,228 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $269,793 | 1,223 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $225,531 | 1,240 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $260,271 | 1,324 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $313,363 | 1,465 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||