UBSI · Insider trading · 13F holders · Congress trades
United Bankshares Inc (UBSI)
Who is buying and selling UBSI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 18
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $149K
- Congress trades, 12 months
- 3
UBSI at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 1 UBSI insider filed 1 sale worth $149K on SEC Form 4, and no open-market purchases.
- 18 13F filers hold UBSI among their 50 largest positions, worth $72.1M combined. The biggest bets by portfolio weight are United Bank (3.8%), Nicholson Wealth Management Group, LLC (2.1%) and CrossGen Wealth, LLC (1.8%).
- Members of Congress have disclosed 24 UBSI trades since 2017, 2 purchases and 1 sale in the past year; the latest was Lisa C. McClain (R-MI), selling $1K–15K on Jun 11, 2025.
- UBSI last closed at $48.71 on Oct 29, 2026.
UBSI insider trading
Between Aug 1, 2026 and Oct 29, 2026, 1 UBSI insider filed 1 sale worth $149K on SEC Form 4, and no open-market purchases.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Nesselroad Mark R | Director | Sale | 3,200 | $46.42 | $149K | SEC |
Who owns UBSI? Hedge funds and superinvestors
18 13F filers hold UBSI among their 50 largest positions, worth $72.1M combined. The biggest bets by portfolio weight are United Bank (3.8%), Nicholson Wealth Management Group, LLC (2.1%) and CrossGen Wealth, LLC (1.8%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| United BankBank & trust | 3.8% | $32.7M | 713,131 | +0.3% shares | Q2 2026 |
| NTV Asset Management LLCWealth manager | 0.7% | $7.9M | 171,875 | -0.4% shares | Q3 2026 |
| Moody Aldrich Partners LLCAsset manager | 1.1% | $5.9M | 128,882 | -6.9% shares | Q3 2026 |
| 1834 Investment Advisors CoInstitutional asset manager | 0.6% | $5.0M | 108,547 | -0.0% shares | Q3 2026 |
| Maltese Capital Management LLCHedge fund | 0.8% | $4.6M | 100,000 | -9.1% shares | Q2 2026 |
| Nicholson Wealth Management Group, LLCWealth manager | 2.1% | $3.5M | 76,245 | +0.0% shares | Q2 2026 |
| CrossGen Wealth, LLCWealth manager | 1.8% | $2.4M | 51,791 | +0.0% shares | Q2 2026 |
| Dover Advisors, LLCWealth manager | 0.7% | $1.8M | 47,027 | — | Q2 2026 |
| Regent Peak Wealth Advisors LLCWealth manager | 0.3% | $1.8M | 38,372 | -5.6% shares | Q3 2026 |
| Verity Asset Management, Inc.Wealth manager | 0.6% | $1.7M | 36,361 | — | Q2 2026 |
| Crown Wealth Group, LLCWealth manager | 0.4% | $1.5M | 33,031 | +0.0% shares | Q3 2026 |
| Main Street Group, LTDWealth manager | 0.2% | $1.1M | 23,870 | +0.0% shares | Q3 2026 |
| Papamarkou Wellner Asset Management inc.Wealth manager | 0.6% | $961K | 23,198 | +0.0% shares | Q2 2026 |
| Qp Wealth Management, LLCWealth manager | 0.6% | $404K | 8,787 | -5.2% shares | Q3 2026 |
| Accordant Advisory Group IncWealth manager | 0.2% | $299K | 6,500 | +0.0% shares | Q3 2026 |
| Marathon Strategic Advisors, LLCWealth manager | 0.1% | $256K | 5,565 | +0.0% shares | Q3 2026 |
| Granite FO LLCWealth manager | 0.1% | $212K | 4,619 | +0.0% shares | Q3 2026 |
| Rosenthal | Henry Capital Advisors, Inc.Hedge fund | 0.2% | $174K | 3,786 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 11, Q2 2026: 7). Screen UBSI in the grand portfolio →
UBSI stock trades by members of Congress
Members of Congress have disclosed 24 UBSI trades since 2017, 2 purchases and 1 sale in the past year; the latest was Lisa C. McClain (R-MI), selling $1K–15K on Jun 11, 2025.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Aug 13, 2025 | Lisa C. McClainR-MI · House | Sale | $1K–15K | Jun 11, 2025 | +32.6% |
| Aug 13, 2025 | Lisa C. McClainR-MI · House | Buy | $1K–15K | Jun 9, 2025 | +32.3% |
| Aug 13, 2025 | Lisa C. McClainR-MI · House | Buy | $1K–15K | Jun 9, 2025 | +32.3% |
| Sep 9, 2022 | Chris JacobsR-NY · House | Sale | $1K–15K | Jul 18, 2022 | +36.9% |
| Jul 28, 2022 | Chris JacobsR-NY · House | Buy | $15K–50K | Jun 21, 2022 | +38.4% |
| Apr 12, 2021 | Shelley Moore CapitoR-WV · Senate | Buy | $100K–250K | Mar 3, 2021 | +23.7% |
| Mar 14, 2021 | Shelley Moore CapitoR-WV · Senate | Buy | $50K–100K | Feb 23, 2021 | +28.2% |
| Apr 27, 2020 | Donna E. ShalalaD-FL · House | Sale | $1K–15K | Jun 24, 2019 | +33.7% |
| Apr 27, 2020 | Donna E. ShalalaD-FL · House | Buy | $1K–15K | Jun 4, 2019 | +28.4% |
| Mar 23, 2020 | Lois FrankelD-FL · House | Sale | $1K–15K | Mar 11, 2020 | +109.7% |
| Mar 16, 2020 | Josh GottheimerD-NJ · House | Sale | $1K–15K | Feb 3, 2020 | +41.0% |
| Mar 10, 2020 | Gilbert Ray Cisneros, Jr.D-CA · House | Sale | $1K–15K | Feb 10, 2020 | +40.7% |
| Feb 18, 2020 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | Jan 29, 2020 | +41.0% |
| Feb 10, 2020 | Josh GottheimerD-NJ · House | Buy | $1K–15K | Jan 10, 2020 | +30.0% |
| Jan 10, 2020 | Gilbert Ray Cisneros, Jr.D-CA · House | Sale | $1K–15K | Dec 30, 2019 | +25.3% |
| Jan 6, 2020 | Josh GottheimerD-NJ · House | Sale | $1K–15K | Dec 10, 2019 | +26.8% |
| Nov 22, 2019 | Lois FrankelD-FL · House | Sale | $1K–15K | Oct 29, 2019 | +19.9% |
| May 9, 2019 | Shelley Moore CapitoR-WV · Senate | Sale | $15K–50K | Apr 24, 2018 | +36.7% |
| May 9, 2019 | Shelley Moore CapitoR-WV · Senate | Sale | $15K–50K | Apr 5, 2018 | +36.9% |
| Apr 14, 2019 | Debbie DingellD-MI · House | Buy | $1K–15K | Mar 25, 2019 | +40.3% |
8 members have traded UBSI: Lisa C. McClain, Chris Jacobs, Shelley Moore Capito, Donna E. Shalala, Lois Frankel, Josh Gottheimer, Gilbert Ray Cisneros, Jr., Debbie Dingell.
UBSI questions and answers
Are insiders buying UBSI stock?
Between Aug 1, 2026 and Oct 29, 2026, 1 UBSI insider filed 1 sale worth $149K on SEC Form 4, and no open-market purchases.
Which hedge funds own UBSI?
18 13F filers hold UBSI among their 50 largest positions, worth $72.1M combined. The biggest bets by portfolio weight are United Bank (3.8%), Nicholson Wealth Management Group, LLC (2.1%) and CrossGen Wealth, LLC (1.8%).
Has Congress traded UBSI?
Members of Congress have disclosed 24 UBSI trades since 2017, 2 purchases and 1 sale in the past year; the latest was Lisa C. McClain (R-MI), selling $1K–15K on Jun 11, 2025.
Who is the largest holder of UBSI?
Among 13F filers, United Bank reports the largest UBSI position, $32.7M (713,131 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is United Bank's: 3.8% of its portfolio.
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