Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$483,510
+$21,994 QoQ
Shares Held
1,419
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,384
of 2,130 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026First Western Trust Bank holds $2,240,838 across 4 Insurance - Property & Casualty names. CB ranks #2 (21.6% of the industry book) .
All Filings in CB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,510 | 1,419 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $461,516 | 1,416 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $438,840 | 1,406 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||