Position in CB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,405,893
+$24,928 QoQ
Shares Held
4,126
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#980
of 2,131 holders
Holding Since
Mar 2024
10 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, 2026Formidable Asset Management, LLC holds $3,696,259 across 4 Insurance - Property & Casualty names. CB ranks #1 (38.0% of the industry book) .
All Filings in CB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,405,893 | 4,126 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,380,965 | 4,237 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,339,619 | 4,292 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,211,134 | 4,291 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,249,562 | 4,313 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,302,482 | 4,313 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,188,366 | 4,301 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $1,276,702 | 4,427 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,168,011 | 4,579 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,052,586 | 4,062 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||