Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$587,435
+$28,466 QoQ
Shares Held
1,724
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,302
of 2,131 holders
Holding Since
Mar 2023
14 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, 2026Phillips Wealth Planners LLC holds $1,338,745 across 3 Insurance - Property & Casualty names. CB ranks #1 (43.9% of the industry book) .
All Filings in CB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,435 | 1,724 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $558,969 | 1,715 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $542,152 | 1,737 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $481,518 | 1,706 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $493,972 | 1,705 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $513,986 | 1,702 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $397,872 | 1,440 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $398,554 | 1,382 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $368,845 | 1,446 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $366,668 | 1,415 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $311,654 | 1,379 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $291,243 | 1,399 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $269,198 | 1,398 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $219,617 | 1,131 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||