Position in CB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,031,851
+$101,928 QoQ
Shares Held
20,637
-2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#496
of 2,131 holders
Holding Since
Dec 2020
11 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, 2026Berger Financial Group, Inc holds $15,821,472 across 4 Insurance - Property & Casualty names. CB ranks #2 (44.4% of the industry book) .
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,031,851 | 20,637 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,929,923 | 21,262 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,859,773 | 21,978 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,170,831 | 21,863 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,277,363 | 21,667 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,514,226 | 21,571 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,651,163 | 20,453 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,840,185 | 20,251 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,227,099 | 20,492 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,321,752 | 20,537 | Shares | Sole | 2024-04-16 | |
| 2020-12-31 | $4,532,482 | 29,447 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||