Position in CB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$798,353
+$528,809 QoQ
Shares Held
2,343
+183.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,173
of 2,131 holders
Holding Since
Dec 2023
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, 2026ASPIRIANT, LLC holds $6,257,251 across 4 Insurance - Property & Casualty names. CB ranks #2 (12.8% 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 | $798,353 | 2,343 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $269,544 | 827 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $350,822 | 1,124 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $232,291 | 823 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $384,168 | 1,326 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $250,047 | 828 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $235,683 | 853 | Shares | Sole | 2025-01-16 | |
| 2024-03-31 | $271,309 | 1,047 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $220,802 | 977 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||