Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,677,803
+$303,683 QoQ
Shares Held
4,924
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#921
of 2,131 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $3,665,678 across 5 Insurance - Property & Casualty names. CB ranks #1 (45.8% of the industry book) .
All Filings in CB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,677,803 | 4,924 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,374,120 | 4,216 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,286,870 | 4,123 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,163,716 | 4,123 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,219,721 | 4,210 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,095,015 | 3,626 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,024,244 | 3,707 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,595,661 | 5,533 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,520,531 | 5,961 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,715,958 | 6,622 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||