Position in CB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$443,643
-$10,703 QoQ
Shares Held
1,302
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,422
of 2,131 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Revisor Wealth Management LLC holds $5,935,091 across 3 Insurance - Property & Casualty names. CB ranks #2 (7.5% of the industry book) .
All Filings in CB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,643 | 1,302 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $454,346 | 1,394 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $451,013 | 1,445 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $424,504 | 1,504 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $478,617 | 1,652 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $509,457 | 1,687 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $269,945 | 977 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $409,513 | 1,420 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $371,651 | 1,457 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $669,591 | 2,584 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $258,996 | 1,146 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $328,508 | 1,578 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $249,557 | 1,296 | Shares | Sole | 2023-11-21 | |
| 2023-03-31 | $266,414 | 1,372 | Shares | Sole | 2023-11-21 | |
| No filing history on record for this holder in this stock. | ||||||