Position in L
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$641,900
+$36,685 QoQ
Shares Held
5,670
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#401
of 781 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in L 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. L ranks #3 (7.8% of the industry book) .
All Filings in L
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,900 | 5,670 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $605,215 | 5,670 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $597,107 | 5,670 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $569,211 | 5,670 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $519,712 | 5,670 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $521,129 | 5,670 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $480,192 | 5,670 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $448,213 | 5,670 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $423,775 | 5,670 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $443,904 | 5,670 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $394,575 | 5,670 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $358,967 | 5,670 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $336,684 | 5,670 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $328,973 | 5,670 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $330,731 | 5,670 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $282,592 | 5,670 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $336,004 | 5,670 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $367,529 | 5,670 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $327,499 | 5,670 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $305,783 | 5,670 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $309,865 | 5,670 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $290,757 | 5,670 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $255,263 | 5,670 | Shares | Sole | 2021-03-04 | |
| No filing history on record for this holder in this stock. | ||||||