Position in CB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$275,658
-$20,612 QoQ
Shares Held
809
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,665
of 2,131 holders
Holding Since
Sep 2025
4 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, 2026Abacus Wealth Partners, LLC holds $1,700,399 across 4 Insurance - Property & Casualty names. CB ranks #3 (16.2% of the industry book) .
All Filings in CB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,658 | 809 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $296,270 | 909 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $277,786 | 890 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $206,324 | 731 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||