Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,972,275
+$131,796 QoQ
Shares Held
8,723
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#730
of 2,131 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Alaethes Wealth, LLC holds $5,180,052 across 3 Insurance - Property & Casualty names. CB ranks #1 (57.4% of the industry book) .
All Filings in CB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,972,275 | 8,723 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,840,479 | 8,715 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,713,883 | 8,695 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,465,453 | 8,735 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,464,937 | 8,508 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,495,343 | 8,263 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $2,211,505 | 8,004 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,283,183 | 7,917 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,011,560 | 7,886 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,997,374 | 7,708 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,785,626 | 7,901 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,629,216 | 7,826 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,496,191 | 7,770 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,456,544 | 7,501 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,560,083 | 7,072 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||