Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$792,220
+$411,208 QoQ
Shares Held
2,325
+98.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,174
of 2,131 holders
Holding Since
Jun 2025
5 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, 2026Facet Wealth, Inc. holds $1,973,364 across 4 Insurance - Property & Casualty names. CB ranks #1 (40.1% of the industry book) .
All Filings in CB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $792,220 | 2,325 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $381,012 | 1,169 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $345,204 | 1,106 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $238,219 | 844 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $219,318 | 757 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||