Position in CB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$850,146
+$36,951 QoQ
Shares Held
2,495
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,146
of 2,131 holders
Holding Since
Mar 2020
26 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, 2026MONETARY MANAGEMENT GROUP INC holds $2,347,246 across 4 Insurance - Property & Casualty names. CB ranks #2 (36.2% of the industry book) .
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,146 | 2,495 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $813,195 | 2,495 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $778,739 | 2,495 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $704,213 | 2,495 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $722,851 | 2,495 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $753,465 | 2,495 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,113,489 | 4,030 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,162,211 | 4,030 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,027,972 | 4,030 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,044,293 | 4,030 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $984,230 | 4,355 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $927,441 | 4,455 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,146,694 | 5,955 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,311,685 | 6,755 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $238,248 | 1,080 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $141,866 | 780 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $153,332 | 780 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $166,842 | 780 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $402,084 | 2,080 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $295,783 | 1,705 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $270,992 | 1,705 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $269,338 | 1,705 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $262,433 | 1,705 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $197,984 | 1,705 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $215,887 | 1,705 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $218,353 | 1,955 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||