Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,500,350
+$133,773 QoQ
Shares Held
7,338
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#791
of 2,131 holders
Holding Since
Mar 2020
25 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, 2026Capital Investment Advisors, LLC holds $6,207,460 across 5 Insurance - Property & Casualty names. CB ranks #1 (40.3% of the industry book) .
All Filings in CB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,500,350 | 7,338 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,366,577 | 7,261 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,111,179 | 6,764 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,625,760 | 5,760 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,590,562 | 5,490 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,241,480 | 4,111 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,059,334 | 3,834 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $598,409 | 2,075 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $481,080 | 1,886 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $491,828 | 1,898 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $429,852 | 1,902 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $387,006 | 1,859 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $398,021 | 2,067 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $323,698 | 1,667 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $332,664 | 1,508 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $274,093 | 1,507 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $304,699 | 1,550 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $304,807 | 1,425 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $272,567 | 1,410 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $242,872 | 1,400 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $223,469 | 1,406 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $221,158 | 1,400 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $207,792 | 1,350 | Shares | Sole | 2021-01-21 | |
| 2020-06-30 | $212,974 | 1,682 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $231,309 | 2,071 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||