Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,447,823
+$283,183 QoQ
Shares Held
18,923
+0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#522
of 2,131 holders
Holding Since
Dec 2022
15 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, 2026Compass Wealth Management LLC holds $11,337,943 across 3 Insurance - Property & Casualty names. CB ranks #1 (56.9% of the industry book) .
All Filings in CB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,447,823 | 18,923 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,164,640 | 18,914 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,821,350 | 18,651 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,717,808 | 16,715 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,578,155 | 15,802 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,885,292 | 16,177 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,322,989 | 15,646 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,475,236 | 15,518 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,933,930 | 11,502 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,553,985 | 9,856 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,049,142 | 9,067 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $1,021,955 | 4,909 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $772,550 | 4,012 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $802,351 | 4,132 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $911,519 | 4,132 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||