Position in CB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$289,969
+$15,211 QoQ
Shares Held
851
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,636
of 2,131 holders
Holding Since
Mar 2020
15 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, 2026D'Orazio & Associates, Inc. holds $1,555,760 across 5 Insurance - Property & Casualty names. CB ranks #3 (18.6% of the industry book) .
All Filings in CB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,969 | 851 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $274,758 | 843 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $262,805 | 842 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $219,872 | 779 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $232,934 | 804 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $230,720 | 764 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $211,369 | 765 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $212,255 | 736 | Shares | Sole | 2024-11-05 | |
| 2021-09-30 | $46,145 | 266 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $39,735 | 250 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $39,492 | 250 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $32,015 | 208 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $24,152 | 208 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $26,336 | 208 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $23,231 | 208 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||