Position in CB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,539,463
+$109,330 QoQ
Shares Held
4,518
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#955
of 2,131 holders
Holding Since
Mar 2020
14 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, 2026CANANDAIGUA NATIONAL BANK & TRUST CO holds $7,639,965 across 4 Insurance - Property & Casualty names. CB ranks #3 (20.2% of the industry book) .
All Filings in CB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,539,463 | 4,518 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $1,430,133 | 4,582 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,415,201 | 5,014 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,452,945 | 5,015 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,537,129 | 5,090 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,486,770 | 5,381 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,602,871 | 5,558 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,568,486 | 6,149 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,707,148 | 6,588 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $1,814,554 | 8,029 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $1,747,671 | 8,395 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,646,002 | 8,548 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $1,676,161 | 8,632 | Shares | Sole | 2023-04-11 | |
| 2020-03-31 | $1,422,930 | 12,740 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||