Position in CB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$79,392
+$6,669 QoQ
Shares Held
233
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,902
of 2,131 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Commonwealth Retirement Investments LLC holds $5,984,506 across 6 Insurance - Property & Casualty names. CB ranks #4 (1.3% of the industry book) .
All Filings in CB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,392 | 233 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $72,723 | 233 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||