Position in CB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,473,019
-$52,333 QoQ
Shares Held
4,323
-7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#967
of 2,131 holders
Holding Since
Mar 2020
17 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, 2026Procyon Advisors, LLC holds $4,585,197 across 3 Insurance - Property & Casualty names. CB ranks #3 (32.1% of the industry book) .
All Filings in CB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,473,019 | 4,323 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,525,352 | 4,680 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,536,254 | 4,922 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,438,346 | 5,096 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,604,759 | 5,539 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,990,718 | 6,592 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,824,132 | 6,602 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,788,594 | 6,202 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,562,875 | 6,127 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $461,769 | 1,782 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $427,366 | 1,891 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $338,292 | 1,625 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $257,837 | 1,339 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $219,423 | 1,130 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $237,365 | 1,076 | Shares | Sole | 2023-01-19 | |
| 2020-06-30 | $20,005 | 158 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $18,317 | 164 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||