Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$361,525
+$15,714 QoQ
Shares Held
1,061
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,521
of 2,131 holders
Holding Since
Mar 2024
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, 2026Wellington Shields & Co., LLC holds $1,703,024 across 4 Insurance - Property & Casualty names. CB ranks #3 (21.2% 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 | $361,525 | 1,061 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $345,811 | 1,061 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $331,159 | 1,061 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $130,117 | 461 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $220,476 | 761 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $229,814 | 761 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $99,744 | 361 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $104,108 | 361 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $93,545 | 361 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||