Position in CB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$379,925
+$16,839 QoQ
Shares Held
1,115
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,506
of 2,131 holders
Holding Since
Sep 2023
11 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, 2026Sargent Investment Group, LLC holds $1,289,742 across 3 Insurance - Property & Casualty names. CB ranks #2 (29.5% of the industry book) .
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,925 | 1,115 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $363,086 | 1,114 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $301,820 | 967 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $268,570 | 927 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $355,744 | 1,178 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $332,665 | 1,204 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $330,494 | 1,146 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $247,682 | 971 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $293,076 | 1,131 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $364,086 | 1,611 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $332,255 | 1,596 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||