Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,232,115
+$91,035 QoQ
Shares Held
3,616
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,020
of 2,131 holders
Holding Since
Jun 2020
24 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, 2026Principle Wealth Partners LLC holds $13,764,771 across 4 Insurance - Property & Casualty names. CB ranks #4 (9.0% of the industry book) .
All Filings in CB
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,232,115 | 3,616 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,141,080 | 3,501 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,087,113 | 3,483 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $983,076 | 3,483 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,010,253 | 3,487 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,053,341 | 3,488 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $963,734 | 3,488 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,008,788 | 3,498 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $892,269 | 3,498 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $903,845 | 3,488 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $694,046 | 3,071 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $639,320 | 3,071 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $591,351 | 3,071 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $596,326 | 3,071 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $677,462 | 3,071 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $559,644 | 3,077 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $604,876 | 3,077 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $658,170 | 3,077 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $594,814 | 3,077 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $532,757 | 3,071 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $491,124 | 3,090 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $488,127 | 3,090 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $341,702 | 2,220 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $45,583 | 360 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||