Position in CB
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$2,342,246
+$101,804 QoQ
Shares Held
6,874
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#808
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $8,267,728 across 4 Insurance - Property & Casualty names. CB ranks #2 (28.3% 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 | $2,342,246 | 6,874 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $2,240,442 | 6,874 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $2,211,058 | 7,084 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $2,022,039 | 7,164 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $2,075,554 | 7,164 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $2,163,456 | 7,164 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $2,065,066 | 7,474 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,159,752 | 7,489 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $2,014,876 | 7,899 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $2,046,867 | 7,899 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,785,174 | 7,899 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,672,518 | 8,034 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,620,199 | 8,414 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $1,636,743 | 8,429 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $1,864,952 | 8,454 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $1,537,613 | 8,454 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $1,697,271 | 8,634 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,846,812 | 8,634 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $1,682,570 | 8,704 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $1,519,510 | 8,759 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,396,923 | 8,789 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,285,717 | 8,139 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $1,356,650 | 8,814 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $1,686,758 | 14,526 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $1,994,517 | 15,752 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,506,323 | 22,440 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||