Position in CB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$517,924
+$47,933 QoQ
Shares Held
1,520
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,360
of 2,130 holders
Holding Since
Mar 2025
6 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, 2026BIP Wealth, LLC holds $1,507,586 across 3 Insurance - Property & Casualty names. CB ranks #2 (34.4% of the industry book) .
All Filings in CB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,924 | 1,520 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $469,991 | 1,442 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $508,131 | 1,628 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $237,372 | 841 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $241,626 | 834 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $339,134 | 1,123 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||