Position in CB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$204,444
+$1,254 QoQ
Shares Held
600
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,825
of 2,131 holders
Holding Since
Dec 2022
4 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, 2026XML Financial, LLC holds $1,210,368 across 3 Insurance - Property & Casualty names. CB ranks #3 (16.9% of the industry book) .
All Filings in CB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,444 | 600 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $203,190 | 651 | Shares | Sole | 2026-02-11 | |
| 2024-09-30 | $204,756 | 710 | Shares | Sole | 2024-11-01 | |
| 2022-12-31 | $211,776 | 960 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||