Position in CB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$954,072
+$66,891 QoQ
Shares Held
2,800
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,107
of 2,131 holders
Holding Since
Sep 2025
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, 2026Rothschild Wealth LLC holds $2,437,884 across 4 Insurance - Property & Casualty names. CB ranks #1 (39.1% of the industry book) .
All Filings in CB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,072 | 2,800 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $887,181 | 2,722 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $905,148 | 2,900 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $228,058 | 808 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||