Position in CB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,119,402
-$39,558 QoQ
Shares Held
6,220
-6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#839
of 2,131 holders
Holding Since
Mar 2020
25 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, 2026B. Riley Wealth Advisors, Inc. holds $4,576,413 across 5 Insurance - Property & Casualty names. CB ranks #1 (46.3% of the industry book) .
All Filings in CB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,119,402 | 6,220 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,158,960 | 6,624 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,088,082 | 6,690 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,942,444 | 6,882 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,225,629 | 7,682 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $2,515,435 | 9,104 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,611,371 | 9,055 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $2,500,294 | 9,802 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,817,520 | 10,873 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,390,176 | 10,576 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,263,541 | 10,873 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $2,208,278 | 11,468 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,457,930 | 12,658 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,530,061 | 11,469 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,761,688 | 9,686 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,363,674 | 6,937 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,452,808 | 6,792 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,626,123 | 8,412 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,469,375 | 8,470 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,386,751 | 8,725 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,086,674 | 6,879 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,016,024 | 6,601 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,227,387 | 10,570 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,245,433 | 9,836 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $984,770 | 8,817 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||