Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$249,421
+$3,670 QoQ
Shares Held
732
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,716
of 2,131 holders
Holding Since
Dec 2022
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, 2026Syverson Strege & Co holds $1,275,220 across 4 Insurance - Property & Casualty names. CB ranks #4 (19.6% 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 | $249,421 | 732 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $245,751 | 754 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $241,580 | 774 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $237,090 | 840 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $295,804 | 1,021 | Shares | Sole | 2025-08-04 | |
| 2023-03-31 | $9,709 | 50 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,323 | 6 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||