Position in CB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$432,058
+$97,002 QoQ
Shares Held
1,268
+23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,434
of 2,131 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Accredited Investors Inc. holds $3,617,001 across 3 Insurance - Property & Casualty names. CB ranks #3 (11.9% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,058 | 1,268 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $335,056 | 1,028 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $400,137 | 1,282 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $279,992 | 992 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $258,719 | 893 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $269,677 | 893 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $226,842 | 821 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $237,056 | 822 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||