Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$710,442
+$61,842 QoQ
Shares Held
2,085
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,230
of 2,143 holders
Holding Since
Dec 2022
8 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, 2026Regal Investment Advisors LLC holds $8,625,759 across 3 Insurance - Property & Casualty names. CB ranks #3 (8.2% 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 | $710,442 | 2,085 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $648,600 | 1,990 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $580,855 | 1,861 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $394,021 | 1,396 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $343,028 | 1,184 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $256,389 | 849 | Shares | Sole | 2025-05-12 | |
| 2024-06-30 | $208,910 | 819 | Shares | Sole | 2024-08-15 | |
| 2022-12-31 | $245,969 | 1,115 | Shares | Sole | 2023-03-01 | |
| No filing history on record for this holder in this stock. | ||||||