Position in CB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$696,131
+$83,383 QoQ
Shares Held
2,043
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,235
of 2,131 holders
Holding Since
Jun 2023
13 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, 2026MONECO ADVISORS, LLC holds $2,378,029 across 4 Insurance - Property & Casualty names. CB ranks #2 (29.3% of the industry book) .
All Filings in CB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,131 | 2,043 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $612,748 | 1,880 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $590,531 | 1,892 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $532,605 | 1,887 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $543,804 | 1,877 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $547,507 | 1,813 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $485,459 | 1,757 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $395,382 | 1,371 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $375,732 | 1,473 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $381,698 | 1,473 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $300,806 | 1,331 | Shares | Sole | 2024-03-13 | |
| 2023-09-30 | $273,132 | 1,312 | Shares | Sole | 2024-03-13 | |
| 2023-06-30 | $248,787 | 1,292 | Shares | Sole | 2024-03-13 | |
| No filing history on record for this holder in this stock. | ||||||