Position in CB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,512,347
-$826,107 QoQ
Shares Held
10,308
-22.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#686
of 2,131 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 1%
Shared 1%
None 99%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $4,234,481 across 3 Insurance - Property & Casualty names. CB ranks #1 (82.9% of the industry book) .
All Filings in CB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,512,347 | 10,308 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $4,338,454 | 13,311 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,783,518 | 12,122 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $3,497,924 | 12,393 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,922,985 | 10,089 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $4,518,676 | 14,963 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $3,426,396 | 12,401 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,015,997 | 3,523 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $942,520 | 3,695 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $870,676 | 3,360 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $640,710 | 2,835 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $573,119 | 2,753 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $2,888 | 15 | Shares | Other | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||