Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,376,589
+$105,788 QoQ
Shares Held
4,040
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#986
of 2,131 holders
Holding Since
Sep 2022
16 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, 2026Pinnacle Wealth Management Advisory Group, LLC holds $3,522,050 across 5 Insurance - Property & Casualty names. CB ranks #1 (39.1% of the industry book) .
All Filings in CB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,376,589 | 4,040 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,270,801 | 3,899 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,219,452 | 3,907 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $499,300 | 1,769 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $515,701 | 1,780 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $552,339 | 1,829 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $465,841 | 1,686 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $503,528 | 1,746 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $432,870 | 1,697 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $449,331 | 1,734 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $387,364 | 1,714 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $350,783 | 1,685 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $275,168 | 1,429 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $246,802 | 1,271 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $368,402 | 1,670 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $235,534 | 1,295 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||