Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$477,375
+$7,385 QoQ
Shares Held
1,401
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,390
of 2,131 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $1,859,784 across 4 Insurance - Property & Casualty names. CB ranks #3 (25.7% of the industry book) .
All Filings in CB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,375 | 1,401 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $469,990 | 1,442 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $424,170 | 1,359 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $356,199 | 1,262 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $384,457 | 1,327 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $332,792 | 1,102 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $260,274 | 942 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $243,977 | 846 | Shares | Other | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||