Position in CB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$227,614
+$20,975 QoQ
Shares Held
668
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,766
of 2,131 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Warren Street Wealth Advisors, LLC holds $777,161 across 3 Insurance - Property & Casualty names. CB ranks #3 (29.3% of the industry book) .
All Filings in CB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,614 | 668 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $206,639 | 634 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||