Position in CB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,062,427
+$221,202 QoQ
Shares Held
3,118
+20.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,068
of 2,131 holders
Holding Since
Jun 2025
5 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, 2026Pure Financial Advisors, LLC holds $4,072,761 across 6 Insurance - Property & Casualty names. CB ranks #1 (26.1% of the industry book) .
All Filings in CB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062,427 | 3,118 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $841,225 | 2,581 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $674,491 | 2,161 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $263,621 | 934 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $280,738 | 969 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||