Position in CB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,105,019
+$95,940 QoQ
Shares Held
3,243
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,048
of 2,131 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $3,239,991 across 4 Insurance - Property & Casualty names. CB ranks #2 (34.1% of the industry book) .
All Filings in CB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,105,019 | 3,243 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,009,079 | 3,096 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,272,825 | 4,078 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,126,459 | 3,991 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,155,113 | 3,987 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,194,068 | 3,954 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,120,120 | 4,054 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,128,470 | 3,913 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $991,751 | 3,888 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,002,833 | 3,870 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $878,462 | 3,887 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $776,511 | 3,730 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $645,653 | 3,353 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $655,163 | 3,374 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $744,525 | 3,375 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $210,930 | 1,073 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $268,230 | 1,254 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $234,871 | 1,215 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $209,563 | 1,208 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $203,225 | 1,605 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||