Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,036,531
+$45,052 QoQ
Shares Held
3,042
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,078
of 2,131 holders
Holding Since
Jun 2022
14 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, 2026One Capital Management, LLC holds $3,381,857 across 3 Insurance - Property & Casualty names. CB ranks #2 (30.6% of the industry book) .
All Filings in CB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,036,531 | 3,042 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $991,479 | 3,042 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $958,832 | 3,072 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $871,023 | 3,086 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $974,038 | 3,362 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,058,172 | 3,504 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $884,160 | 3,200 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,160,192 | 4,023 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,316,467 | 5,161 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $328,835 | 1,269 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $226,904 | 1,004 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $209,012 | 1,004 | Shares | Sole | 2023-11-09 | |
| 2023-03-31 | $237,482 | 1,223 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $241,400 | 1,228 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||