Position in CB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,807,284
-$486,937 QoQ
Shares Held
5,304
-24.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#896
of 2,131 holders
Holding Since
Dec 2022
15 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $4,347,469 across 3 Insurance - Property & Casualty names. CB ranks #2 (41.6% of the industry book) .
All Filings in CB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,807,284 | 5,304 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,294,221 | 7,039 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,237,900 | 7,170 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,905,469 | 6,751 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,900,676 | 10,012 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,071,238 | 10,170 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,384,398 | 12,249 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,426,073 | 11,880 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,721,703 | 10,670 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,548,543 | 9,835 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,236,948 | 9,898 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,089,710 | 10,038 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,949,670 | 10,125 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,983,548 | 10,215 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,976,796 | 8,961 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||