Position in CB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,088,323
+$87,067 QoQ
Shares Held
3,194
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,056
of 2,131 holders
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $3,517,423 across 4 Insurance - Property & Casualty names. CB ranks #2 (30.9% 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 | $1,088,323 | 3,194 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,001,256 | 3,072 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $894,535 | 2,866 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $465,712 | 1,650 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $503,243 | 1,737 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $433,355 | 1,435 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $375,215 | 1,358 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $364,236 | 1,263 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $280,588 | 1,100 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,680,941 | 14,205 | Shares | Sole | 2024-05-29 | |
| 2022-09-30 | $2,826,597 | 15,541 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,804,606 | 14,267 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||