Position in CB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$234,429
+$14,427 QoQ
Shares Held
688
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,752
of 2,131 holders
Holding Since
Mar 2021
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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,752,094 across 4 Insurance - Property & Casualty names. CB ranks #4 (13.4% of the industry book) .
All Filings in CB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,429 | 688 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $220,002 | 675 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $210,993 | 676 | Shares | Sole | 2026-01-08 | |
| 2023-06-30 | $204,498 | 1,062 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $233,210 | 1,201 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $253,910 | 1,151 | Shares | Sole | 2023-01-26 | |
| 2022-03-31 | $202,563 | 947 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $561,178 | 2,903 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $497,367 | 2,867 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $430,568 | 2,709 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $535,992 | 3,393 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||