Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,035,652
-$162,047 QoQ
Shares Held
8,909
-9.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#724
of 2,131 holders
Holding Since
Sep 2025
4 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, 2026GWN SECURITIES INC. holds $3,751,018 across 3 Insurance - Property & Casualty names. CB ranks #1 (80.9% 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 | $3,035,652 | 8,909 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,197,699 | 9,811 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,237,620 | 10,373 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,708,753 | 9,597 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||