Position in CB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$45,999
+$3,955 QoQ
Shares Held
135
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,951
of 2,131 holders
Holding Since
Mar 2022
14 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, 2026GoalVest Advisory LLC holds $159,942 across 6 Insurance - Property & Casualty names. CB ranks #2 (28.8% of the industry book) .
All Filings in CB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,999 | 135 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $42,044 | 129 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $40,263 | 129 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $892,627 | 3,081 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $301 | 1 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $12,433 | 45 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $51,333 | 178 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $22,957 | 90 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $23,321 | 90 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $20,340 | 90 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $19,777 | 95 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $17,330 | 90 | Shares | Sole | 2023-07-17 | |
| 2022-09-30 | $0 | 0 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $855 | 4 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||