Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$344,828
-$178,696 QoQ
Shares Held
1,012
-44.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,545
of 2,131 holders
Holding Since
Mar 2020
3 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, 2026Pinion Investment Advisors, LLC holds $923,616 across 3 Insurance - Property & Casualty names. CB ranks #2 (37.3% of the industry book) .
All Filings in CB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,828 | 1,012 | Shares | Sole | 2026-08-06 | |
| 2025-06-30 | $523,524 | 1,807 | Shares | Sole | 2025-07-24 | |
| 2020-03-31 | $282,128 | 2,526 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||