Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,830,108
+$30,002 QoQ
Shares Held
5,371
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#887
of 2,131 holders
Holding Since
Mar 2020
26 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, 2026Dorsey & Whitney Trust CO LLC holds $5,707,717 across 5 Insurance - Property & Casualty names. CB ranks #2 (32.1% 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 | $1,830,108 | 5,371 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,800,106 | 5,523 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,782,197 | 5,710 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,587,087 | 5,623 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,599,537 | 5,521 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $1,736,735 | 5,751 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,621,875 | 5,870 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $1,772,725 | 6,147 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,249,885 | 4,900 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $1,610,744 | 6,216 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $2,121,462 | 9,387 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $1,439,974 | 6,917 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,325,190 | 6,882 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $1,151,287 | 5,929 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $1,126,821 | 5,108 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $875,382 | 4,813 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $908,195 | 4,620 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $914,204 | 4,274 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $807,644 | 4,178 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $695,303 | 4,008 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $632,894 | 3,982 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $653,676 | 4,138 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $632,452 | 4,109 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $463,313 | 3,990 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $501,283 | 3,959 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $541,804 | 4,851 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||