Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$61,333
+$2,666 QoQ
Shares Held
180
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,928
of 2,131 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026ESL Trust Services, LLC holds $197,135 across 3 Insurance - Property & Casualty names. CB ranks #2 (31.1% 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 | $61,333 | 180 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $58,667 | 180 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $56,181 | 180 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $51,934 | 184 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $52,149 | 180 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $60,398 | 200 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $55,260 | 200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $57,678 | 200 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $58,158 | 228 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $46,643 | 180 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||