Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$494,754
+$21,178 QoQ
Shares Held
1,452
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,379
of 2,131 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $2,772,938 across 4 Insurance - Property & Casualty names. CB ranks #2 (17.8% of the industry book) .
All Filings in CB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,754 | 1,452 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $473,576 | 1,453 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $453,198 | 1,452 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $408,698 | 1,448 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $419,514 | 1,448 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $437,281 | 1,448 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $388,201 | 1,405 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $405,187 | 1,405 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||