Position in CB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,940,173
+$116,269 QoQ
Shares Held
5,694
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#867
of 2,130 holders
Holding Since
Mar 2020
26 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, 2026Jacobi Capital Management LLC holds $6,973,592 across 5 Insurance - Property & Casualty names. CB ranks #2 (27.8% of the industry book) .
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,940,173 | 5,694 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,823,904 | 5,596 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,730,705 | 5,545 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,577,777 | 5,590 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,603,889 | 5,536 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,740,066 | 5,762 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $1,521,584 | 5,507 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,652,186 | 5,729 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,482,780 | 5,813 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,439,985 | 5,557 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,147,402 | 5,077 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,138,952 | 5,471 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $848,611 | 4,407 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $837,886 | 4,315 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,080,498 | 4,898 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $701,147 | 3,855 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $780,815 | 3,972 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,071,639 | 5,010 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $739,217 | 3,824 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $687,674 | 3,964 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $602,859 | 3,793 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $572,641 | 3,625 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $559,807 | 3,637 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $456,235 | 3,929 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $522,180 | 4,124 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $460,609 | 4,124 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||