Position in CB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,703
-$1,548 QoQ
Shares Held
5
-82.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,117
of 2,131 holders
Holding Since
Sep 2020
2 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, 2026Fortis Group Advisors, LLC holds $730,438 across 3 Insurance - Property & Casualty names. CB ranks #2 (0.2% of the industry book) .
All Filings in CB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,703 | 5 | Shares | Sole | 2026-07-24 | |
| 2020-09-30 | $3,251 | 28 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||