Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,266,530
+$940,275 QoQ
Shares Held
3,717
+271.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,004
of 2,131 holders
Holding Since
Mar 2020
9 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, 2026Financial Engines Advisors L.L.C. holds $4,023,272 across 5 Insurance - Property & Casualty names. CB ranks #2 (31.5% of the industry book) .
All Filings in CB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,266,530 | 3,717 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $326,255 | 1,001 | Shares | Sole | 2026-05-14 | |
| 2021-09-30 | $227,432 | 1,311 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,093,189 | 6,878 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $292,876 | 1,854 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $273,054 | 1,774 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $207,970 | 1,791 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $230,321 | 1,819 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $216,120 | 1,935 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||