Position in CB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$281,110
+$3,092 QoQ
Shares Held
825
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,655
of 2,131 holders
Holding Since
Mar 2020
10 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, 2026Capital Investment Advisory Services, LLC holds $1,940,506 across 4 Insurance - Property & Casualty names. CB ranks #4 (14.5% of the industry book) .
All Filings in CB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,110 | 825 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $278,018 | 853 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $276,538 | 886 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $244,710 | 867 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $234,383 | 809 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $291,420 | 965 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $273,537 | 990 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $265,030 | 919 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $207,124 | 812 | Shares | Sole | 2024-08-14 | |
| 2020-03-31 | $256,887 | 2,300 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||