Position in CB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$218,755
+$13,094 QoQ
Shares Held
642
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,793
of 2,131 holders
Holding Since
Jun 2021
4 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, 2026MARINO, STRAM & ASSOCIATES LLC holds $1,515,455 across 3 Insurance - Property & Casualty names. CB ranks #3 (14.4% of the industry book) .
All Filings in CB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,755 | 642 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $205,661 | 631 | Shares | Defined | 2026-04-29 | |
| 2025-09-30 | $262,210 | 929 | Shares | Sole | 2025-11-03 | |
| 2021-06-30 | $300,873 | 1,893 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||