Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$480,443
+$38,482 QoQ
Shares Held
1,410
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,387
of 2,131 holders
Holding Since
Dec 2021
13 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, 2026Cornerstone Advisory, LLC holds $1,165,059 across 3 Insurance - Property & Casualty names. CB ranks #1 (41.2% of the industry book) .
All Filings in CB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,443 | 1,410 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $441,961 | 1,356 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $414,807 | 1,329 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $362,126 | 1,283 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $370,262 | 1,278 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $378,393 | 1,253 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $407,266 | 1,474 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $371,157 | 1,287 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $222,429 | 872 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $268,458 | 1,036 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $226,452 | 1,002 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $204,224 | 981 | Shares | Sole | 2023-11-14 | |
| 2021-12-31 | $112,505 | 582 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||