Position in CB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$680,215
+$39,433 QoQ
Shares Held
2,087
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Strategic Financial Services, Inc. holds $1,353,241 across 3 Insurance - Property & Casualty names. CB ranks #1 (50.3% of the industry book) .
All Filings in CB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $680,215 | 2,087 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $640,782 | 2,053 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $579,459 | 2,053 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $593,926 | 2,050 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $619,079 | 2,050 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $566,415 | 2,050 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $547,941 | 1,900 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $484,652 | 1,900 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||