Among active 13F managers last quarter, 1 opened and 1 added, while 2 reduced; the largest holder to move was Elgethun Capital Management (+11%). Over the last 180 days, 2 insiders bought and none sold, a net +$34K in open-market trades.
The legs disagree, or only one of them leans.
5 tracked 13F filers disclose a position in CWGL as of the latest SEC 13F filings, a combined $16.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Elgethun Capital Management | 2.0M | $8.6M | ▲+11% Added · +196K sh | Q2 2026 | |
| 2 | Beck Mack & Oliver LLC | 1.5M | $6.7M | ▼−0.6% Reduced · −9K sh | Q1 2026 | |
| 3 | Lawson Kroeker Investment Management Inc | 252K | $1.1M | ▼−0.7% Reduced · −2K sh | Q2 2026 | |
| 4 | MassMutual Private Wealth & Trust, FSB | 100 | $441 | —Held | Q1 2026 | |
| 5 | Horizon Financial Services, LLC | 28 | $124 | ▲New +28 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in CWGL and 1 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Alphabet Inc-CL CGOOG | 4 funds | $282.6M |
| Microsoft CorpMSFT | 4 funds | $231.5M |
| Berkshire Hathaway Inc-CL BBRK/B | 4 funds | $132.9M |
| Abbott LaboratoriesABT | 4 funds | $96.6M |
| Johnson & JohnsonJNJ | 4 funds | $65.2M |
| Amazon.com IncAMZN | 4 funds | $54.0M |
| Walmart IncWMT | 4 funds | $39.2M |
| Apple IncAAPL | 4 funds | $36.8M |
| Pepsico IncPEP | 4 funds | $13.2M |
| Costco Wholesale CorpCOST | 4 funds | $12.1M |
| Chevron CorpCVX | 4 funds | $10.0M |
| Procter & Gamble CoPG | 4 funds | $9.5M |
Ranked by how many of CWGL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CWGL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 22, 2026 | Steinberg Joseph S | Director, 10% Owner | Buy (P) | 7K | $30K |
| May 21, 2026 | Quille Nicolas Michel Eric | Chief Winemaking & COO | Buy (P) | 1K | $4K |
| Nov 20, 2025 | Steinberg Joseph S | Director, 10% Owner | Buy (P) | 106K | $527K |
| Nov 20, 2025 | Cumming John D. | Director, 10% Owner | Buy (P) | 106K | $527K |
| Nov 19, 2025 | Rollins Colby A. | Director | Buy (P) | 900 | $4K |
| Nov 14, 2025 | Quille Nicolas Michel Eric | Chief Winemaking & COO | Buy (P) | 500 | $3K |
| Aug 19, 2024 | Alvarez-Peters Annette D. | Director | Buy (P) | 625 | $4K |
| Mar 22, 2024 | Alvarez-Peters Annette D. | Director | Buy (P) | 625 | $4K |
| Nov 22, 2023 | Alvarez-Peters Annette D. | Director | Buy (P) 2 lots, same day | 625 | $4K |
| Aug 24, 2023 | Alvarez-Peters Annette D. | Director | Buy (P) 2 lots, same day | 625 | $4K |
| Aug 17, 2023 | Tierney Luanne Dupere | Director | Buy (P) | 68 | $444 |
| Nov 14, 2022 | Steinberg Joseph S | Director, 10% Owner | Buy (P) | 171K | $1.1M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 1 | 2 | – |
Insiders Form 4 open-market | 2 | 0 | +$34K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CWGL
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CWGL/capital-change-brief"
Use Arkolith's capital_change_brief for CWGL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CWGL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.