Position in CB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$64,399
+$2,799 QoQ
Shares Held
189
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,927
of 2,131 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $383,398 across 5 Insurance - Property & Casualty names. CB ranks #3 (16.8% of the industry book) .
All Filings in CB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,399 | 189 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $61,600 | 189 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $60,551 | 194 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $53,345 | 189 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $54,757 | 189 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $57,076 | 189 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $52,220 | 189 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $54,505 | 189 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $48,210 | 189 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $48,975 | 189 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $42,714 | 189 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $39,346 | 189 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $36,393 | 189 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $36,700 | 189 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $51,399 | 233 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $72,569 | 399 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $45,802 | 233 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $49,838 | 233 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $36,535 | 189 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $62,626 | 361 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $64,293 | 407 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $66,801 | 434 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $329,316 | 2,836 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $354,156 | 2,797 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $323,119 | 2,893 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||