Position in CB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,310,092
+$221,021 QoQ
Shares Held
15,584
-0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#572
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 35%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Citizens National Bank Trust Department holds $8,338,765 across 6 Insurance - Property & Casualty names. CB ranks #1 (63.7% of the industry book) .
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,310,092 | 15,584 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,089,071 | 15,614 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,935,865 | 15,814 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,594,465 | 16,278 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,642,473 | 16,024 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,801,641 | 15,900 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,349,514 | 15,742 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,720,944 | 16,370 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,166,221 | 16,333 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $4,219,413 | 16,283 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,732,616 | 16,516 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,363,356 | 16,156 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,101,371 | 16,106 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,857,552 | 14,716 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,165,830 | 14,351 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,619,253 | 14,401 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,641,838 | 13,439 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,687,671 | 7,890 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,383,519 | 7,157 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,228,523 | 12,846 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $1,978,166 | 12,446 | Shares | Other | 2021-08-05 | |
| 2021-03-31 | $1,542,734 | 9,766 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $1,519,959 | 9,875 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,345,482 | 11,587 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,467,145 | 11,587 | Shares | Other | 2020-08-06 | |
| 2020-03-31 | $1,294,151 | 11,587 | Shares | Other | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||