Position in CB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$324,043
+$43,418 QoQ
Shares Held
951
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,573
of 2,131 holders
Holding Since
Mar 2026
2 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, 2026Fragasso Financial Advisors Inc holds $2,519,261 across 5 Insurance - Property & Casualty names. CB ranks #4 (12.9% of the industry book) .
All Filings in CB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,043 | 951 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $280,625 | 861 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||