Position in CB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$453,865
+$100,557 QoQ
Shares Held
1,332
+22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,409
of 2,131 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MBL Wealth, LLC holds $1,551,087 across 4 Insurance - Property & Casualty names. CB ranks #2 (29.3% of the industry book) .
All Filings in CB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,865 | 1,332 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $353,308 | 1,084 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $267,798 | 858 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $225,235 | 798 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $235,252 | 812 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $258,503 | 856 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $230,710 | 835 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $241,094 | 836 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $212,991 | 835 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $234,512 | 905 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||