Position in CB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$745,198
+$51,619 QoQ
Shares Held
2,187
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,198
of 2,131 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Bison Wealth, LLC holds $1,385,531 across 3 Insurance - Property & Casualty names. CB ranks #1 (53.8% of the industry book) .
All Filings in CB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,198 | 2,187 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $693,579 | 2,128 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $678,548 | 2,174 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $454,704 | 1,611 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $391,701 | 1,352 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||