Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,225,032
+$1,097,315 QoQ
Shares Held
6,530
+88.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#821
of 2,131 holders
Holding Since
Mar 2020
12 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, 2026Trivium Point Advisory, LLC holds $4,105,879 across 3 Insurance - Property & Casualty names. CB ranks #1 (54.2% of the industry book) .
All Filings in CB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,225,032 | 6,530 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,127,717 | 3,460 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,206,031 | 3,864 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $941,868 | 3,337 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $917,832 | 3,168 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $363,293 | 1,203 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $349,243 | 1,264 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $420,472 | 1,458 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $869,567 | 4,177 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $693,601 | 3,602 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $583,316 | 3,004 | Shares | Sole | 2023-04-12 | |
| 2020-03-31 | $962,321 | 8,616 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||