Position in CB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$17,037
+$16,251 QoQ
Shares Held
50
+1150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,037
of 2,131 holders
Holding Since
Dec 2020
4 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, 2026Moisand Fitzgerald Tamayo, LLC holds $39,337 across 3 Insurance - Property & Casualty names. CB ranks #2 (43.3% of the industry book) .
All Filings in CB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,037 | 50 | Shares | Sole | 2026-07-13 | |
| 2022-06-30 | $786 | 4 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,711 | 8 | Shares | Sole | 2022-04-29 | |
| 2020-12-31 | $1,077 | 7 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||