Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,115,457
+$313,484 QoQ
Shares Held
12,078
+3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#647
of 2,131 holders
Holding Since
Dec 2021
18 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, 2026Peterson Wealth Services holds $5,177,761 across 3 Insurance - Property & Casualty names. CB ranks #1 (79.5% of the industry book) .
All Filings in CB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,115,457 | 12,078 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,801,973 | 11,665 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,510,725 | 11,248 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $545,871 | 1,934 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,271,228 | 11,291 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,335,177 | 11,044 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,784,827 | 10,079 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,749,798 | 9,535 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,283,986 | 8,954 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,255,208 | 8,703 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,870,150 | 8,275 | Shares | Sole | 2024-01-31 | |
| 2023-06-30 | $1,071,788 | 5,566 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,058,086 | 5,449 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,024,907 | 4,646 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $762,077 | 4,190 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $595,047 | 3,027 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $552,075 | 2,581 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $393,965 | 2,038 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||