Position in CB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$261,006
+$2,870 QoQ
Shares Held
766
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,702
of 2,143 holders
Holding Since
Sep 2024
8 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, 2026Poehling Capital Management, INC. holds $27,352,026 across 3 Insurance - Property & Casualty names. CB ranks #3 (1.0% of the industry book) .
All Filings in CB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,006 | 766 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $258,136 | 792 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $247,823 | 794 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $230,880 | 818 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $237,280 | 819 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $247,631 | 820 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $227,947 | 825 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $247,150 | 857 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||