Position in CB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,037
+$2,697 QoQ
Shares Held
50
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,039
of 2,131 holders
Holding Since
Dec 2022
15 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, 2026Colonial Trust Advisors holds $313,400 across 6 Insurance - Property & Casualty names. CB ranks #6 (5.4% of the industry book) .
All Filings in CB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,037 | 50 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,340 | 44 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,930 | 19 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,362 | 19 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $39,112 | 135 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $55,868 | 185 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $51,115 | 185 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $83,921 | 291 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $61,474 | 241 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,066 | 62 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $26,216 | 116 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,148 | 116 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $22,336 | 116 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,524 | 116 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $30,663 | 139 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||