Position in CB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$288,947
+$12,885 QoQ
Shares Held
848
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,639
of 2,131 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 86%
None 14%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026FOUNDERS FINANCIAL SECURITIES LLC holds $3,576,195 across 3 Insurance - Property & Casualty names. CB ranks #3 (8.1% of the industry book) .
All Filings in CB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,947 | 848 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $276,062 | 847 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $372,671 | 1,194 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||