Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,088
+$177 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,097
of 2,131 holders
Holding Since
Dec 2025
3 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, 2026RMG Wealth Management LLC holds $327,131 across 4 Insurance - Property & Casualty names. CB ranks #3 (1.2% of the industry book) .
All Filings in CB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,088 | 12 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,911 | 12 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,745 | 12 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||