Position in CB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,509,137
+$751,676 QoQ
Shares Held
4,429
+90.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#960
of 2,131 holders
Holding Since
Dec 2023
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, 2026CWA Asset Management Group, LLC holds $4,313,511 across 6 Insurance - Property & Casualty names. CB ranks #1 (35.0% 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 | $1,509,137 | 4,429 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $757,461 | 2,324 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $711,321 | 2,279 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $736,672 | 2,610 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $854,963 | 2,951 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $744,707 | 2,466 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $657,041 | 2,378 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $680,888 | 2,361 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $691,358 | 2,668 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $503,754 | 2,229 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||