Position in CB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,570,955
+$509,495 QoQ
Shares Held
10,480
+11.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#680
of 2,131 holders
Holding Since
Dec 2023
11 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, 2026PFG Advisors holds $5,476,504 across 3 Insurance - Property & Casualty names. CB ranks #1 (65.2% of the industry book) .
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,570,955 | 10,480 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,061,460 | 9,393 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,506,635 | 8,031 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,553,798 | 9,048 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,231,423 | 7,702 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,799,860 | 5,960 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,158,525 | 4,193 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $966,971 | 3,353 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $859,619 | 3,370 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $443,630 | 1,712 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $348,944 | 1,544 | Shares | Sole | 2024-01-19 | |
| No filing history on record for this holder in this stock. | ||||||