Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,135,686
+$46,428 QoQ
Shares Held
3,333
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,040
of 2,131 holders
Holding Since
Mar 2024
10 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, 2026Robertson Stephens Wealth Management, LLC holds $1,989,065 across 3 Insurance - Property & Casualty names. CB ranks #1 (57.1% of the industry book) .
All Filings in CB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,135,686 | 3,333 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,089,258 | 3,342 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,039,359 | 3,330 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $309,628 | 1,097 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $346,505 | 1,196 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $373,561 | 1,237 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $374,110 | 1,354 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $386,154 | 1,339 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $302,269 | 1,185 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $277,528 | 1,071 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||