Position in CB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$329,836
+$62,574 QoQ
Shares Held
968
+18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,564
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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $1,158,649 across 3 Insurance - Property & Casualty names. CB ranks #3 (28.5% 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 | $329,836 | 968 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $267,262 | 820 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $252,192 | 808 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $208,300 | 738 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $213,233 | 736 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $224,378 | 743 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||