Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$60,651
+$6,655 QoQ
Shares Held
178
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,930
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, 2026Operose Advisors LLC holds $64,369 across 3 Insurance - Property & Casualty names. CB ranks #1 (94.2% of the industry book) .
All Filings in CB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,651 | 178 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $53,996 | 173 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $50,240 | 178 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $52,439 | 181 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $48,016 | 159 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $43,931 | 159 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $123,719 | 429 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $109,429 | 429 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $111,166 | 429 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $96,954 | 429 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $144,476 | 694 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,617 | 159 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $30,874 | 159 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $35,075 | 159 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $44,378 | 244 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $47,965 | 244 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $52,191 | 244 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $47,167 | 244 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||