Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$307,006
+$13,344 QoQ
Shares Held
901
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,600
of 2,131 holders
Holding Since
Mar 2024
10 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, 2026Southeast Asset Advisors, LLC holds $6,145,053 across 3 Insurance - Property & Casualty names. CB ranks #3 (5.0% of the industry book) .
All Filings in CB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,006 | 901 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $293,662 | 901 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $273,729 | 877 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $200,397 | 710 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $203,962 | 704 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $209,279 | 693 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $253,643 | 918 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $226,674 | 786 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $200,492 | 786 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $203,676 | 786 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||