Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$868,546
+$36,121 QoQ
Shares Held
2,549
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,136
of 2,130 holders
Holding Since
Mar 2020
25 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, 2026Western Wealth Management, LLC holds $4,780,055 across 5 Insurance - Property & Casualty names. CB ranks #3 (18.2% of the industry book) .
All Filings in CB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,546 | 2,549 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $832,425 | 2,554 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $827,430 | 2,651 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $748,527 | 2,652 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $745,739 | 2,574 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $687,027 | 2,275 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $632,450 | 2,289 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $598,120 | 2,074 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $577,501 | 2,264 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $568,790 | 2,195 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $481,154 | 2,129 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $439,467 | 2,111 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $402,642 | 2,091 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $397,680 | 2,048 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $476,054 | 2,158 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $881,390 | 4,846 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,578,537 | 8,030 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,657,297 | 7,748 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $449,445 | 2,325 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $293,562 | 1,847 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $293,192 | 1,856 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $292,294 | 1,899 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $399,220 | 3,438 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $401,638 | 3,172 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $361,205 | 3,234 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||