Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$494,073
+$119,906 QoQ
Shares Held
1,450
+26.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,386
of 2,141 holders
Holding Since
Jun 2025
5 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, 2026Root Financial Partners, LLC holds $1,287,861 across 3 Insurance - Property & Casualty names. CB ranks #2 (38.4% of the industry book) .
All Filings in CB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,073 | 1,450 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $374,167 | 1,148 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $125,472 | 402 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $253,178 | 897 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $234,962 | 811 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||