Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$584,709
+$81,148 QoQ
Shares Held
1,716
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,304
of 2,131 holders
Holding Since
Dec 2022
8 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, 20263Chopt Investment Partners, LLC holds $4,655,053 across 5 Insurance - Property & Casualty names. CB ranks #2 (12.6% of the industry book) .
All Filings in CB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,709 | 1,716 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $503,561 | 1,545 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $460,689 | 1,476 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $409,827 | 1,452 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $430,813 | 1,487 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $234,646 | 777 | Shares | Sole | 2025-04-24 | |
| 2023-03-31 | $221,171 | 1,139 | Shares | Sole | 2023-05-23 | |
| 2022-12-31 | $201,849 | 915 | Shares | Sole | 2023-05-24 | |
| No filing history on record for this holder in this stock. | ||||||