Position in CB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$681
+$681 QoQ
Shares Held
2
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,125
of 2,131 holders
Holding Since
Jun 2022
4 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, 2026Morton Brown Family Wealth, LLC holds $2,847 across 4 Insurance - Property & Casualty names. CB ranks #2 (23.9% of the industry book) .
All Filings in CB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681 | 2 | Shares | Sole | 2026-07-21 | |
| 2022-12-31 | $0 | 0 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $8,730 | 48 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $9,435 | 48 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||