Position in CB
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$243,969
-$19,056 QoQ
Shares Held
716
-11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,732
of 2,130 holders
Holding Since
Jun 2024
9 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, 2026Trilogy Capital Inc. holds $4,444,709 across 3 Insurance - Property & Casualty names. CB ranks #3 (5.5% of the industry book) .
All Filings in CB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,969 | 716 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $263,025 | 807 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $253,441 | 812 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $255,718 | 906 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $265,383 | 916 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $279,038 | 924 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $252,261 | 913 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $272,816 | 946 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $266,048 | 1,043 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||