Position in CB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,243,700
+$54,383 QoQ
Shares Held
3,650
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,012
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MITCHELL MCLEOD PUGH & WILLIAMS INC holds $4,895,769 across 4 Insurance - Property & Casualty names. CB ranks #2 (25.4% of the industry book) .
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,243,700 | 3,650 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,189,317 | 3,649 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $1,163,895 | 3,729 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,056,744 | 3,744 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $1,137,730 | 3,927 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,164,473 | 3,856 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,064,860 | 3,854 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,068,773 | 3,706 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $935,123 | 3,666 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $943,751 | 3,642 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $833,940 | 3,690 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $762,355 | 3,662 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $603,290 | 3,133 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $611,472 | 3,149 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $660,476 | 2,994 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $467,067 | 2,568 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $499,313 | 2,540 | Shares | Sole | 2022-11-18 | |
| 2022-03-31 | $534,750 | 2,500 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $469,356 | 2,428 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $421,209 | 2,428 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $385,906 | 2,428 | Shares | Sole | 2021-11-08 | |
| 2021-03-31 | $383,551 | 2,428 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $358,787 | 2,331 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $347,314 | 2,991 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $378,720 | 2,991 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $334,064 | 2,991 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||