Position in CB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$51,111
+$2,222 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,942
of 2,131 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $222,252 across 4 Insurance - Property & Casualty names. CB ranks #2 (23.0% of the industry book) .
All Filings in CB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,111 | 150 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $48,889 | 150 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $46,818 | 150 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $42,337 | 150 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $44,327 | 153 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $45,298 | 150 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||