Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$667,168
+$65,502 QoQ
Shares Held
1,958
+6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,250
of 2,131 holders
Holding Since
Mar 2020
7 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, 2026Kovack Advisors, Inc. holds $1,448,689 across 3 Insurance - Property & Casualty names. CB ranks #1 (46.1% of the industry book) .
All Filings in CB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,168 | 1,958 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $601,666 | 1,846 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $655,452 | 2,100 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $217,724 | 788 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $233,884 | 811 | Shares | Sole | 2024-11-05 | |
| 2020-06-30 | $213,481 | 1,686 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $219,805 | 1,968 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||