Position in CB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$762,576
+$436,972 QoQ
Shares Held
2,238
+124.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,190
of 2,131 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $1,784,796 across 3 Insurance - Property & Casualty names. CB ranks #1 (42.7% of the industry book) .
All Filings in CB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,576 | 2,238 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $325,604 | 999 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $317,426 | 1,017 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $328,821 | 1,165 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $341,579 | 1,179 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $203,541 | 674 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||