Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$416,384
+$64,054 QoQ
Shares Held
1,222
+13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,455
of 2,131 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $1,502,432 across 3 Insurance - Property & Casualty names. CB ranks #2 (27.7% of the industry book) .
All Filings in CB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,384 | 1,222 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $352,330 | 1,081 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $300,259 | 962 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $379,626 | 1,345 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $321,589 | 1,110 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $300,178 | 994 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $274,642 | 994 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||