Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$471,924
+$26,378 QoQ
Shares Held
1,385
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,393
of 2,131 holders
Holding Since
Sep 2024
7 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, 2026Klingman & Associates, LLC holds $1,354,949 across 3 Insurance - Property & Casualty names. CB ranks #2 (34.8% of the industry book) .
All Filings in CB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,924 | 1,385 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $445,546 | 1,367 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $412,310 | 1,321 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $345,474 | 1,224 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $373,738 | 1,290 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $255,483 | 846 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $203,603 | 706 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||