Position in CB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$744,176
+$45,709 QoQ
Shares Held
2,184
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,199
of 2,131 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Pflug Koory, LLC holds $2,849,072 across 4 Insurance - Property & Casualty names. CB ranks #2 (26.1% of the industry book) .
All Filings in CB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,176 | 2,184 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $698,467 | 2,143 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $668,873 | 2,143 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $605,708 | 2,146 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $613,626 | 2,118 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $560,191 | 1,855 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $506,181 | 1,832 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $445,274 | 1,544 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $396,468 | 1,530 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $345,780 | 1,530 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $296,448 | 1,424 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $269,776 | 1,401 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $210,296 | 1,083 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $13,456 | 61 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $11,094 | 61 | Shares | Sole | 2022-10-11 | |
| No filing history on record for this holder in this stock. | ||||||