Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$555,746
+$103,356 QoQ
Shares Held
1,631
+17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,325
of 2,131 holders
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026PGIM Custom Harvest LLC holds $1,239,001 across 3 Insurance - Property & Casualty names. CB ranks #1 (44.9% of the industry book) .
All Filings in CB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,746 | 1,631 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $452,390 | 1,388 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $425,419 | 1,363 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $377,086 | 1,336 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $385,037 | 1,329 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $395,908 | 1,311 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $363,610 | 1,316 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $249,745 | 866 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $215,542 | 845 | Shares | Sole | 2024-08-14 | |
| 2021-09-30 | $85,525 | 493 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $78,357 | 493 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $77,879 | 493 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $75,882 | 493 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||