Position in CB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$663,761
+$1,472 QoQ
Shares Held
1,948
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,254
of 2,131 holders
Holding Since
Dec 2023
11 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, 2026Stiles Financial Services Inc holds $2,237,698 across 3 Insurance - Property & Casualty names. CB ranks #3 (29.7% of the industry book) .
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,761 | 1,948 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $662,289 | 2,032 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $781,860 | 2,505 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $795,380 | 2,818 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $892,337 | 3,080 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $883,320 | 2,925 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $874,489 | 3,165 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $756,735 | 2,624 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $678,767 | 2,661 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $561,534 | 2,167 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $303,518 | 1,343 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||