Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,519,431
-$112,127 QoQ
Shares Held
7,394
-8.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#786
of 2,130 holders
Holding Since
Sep 2023
10 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $5,419,905 across 4 Insurance - Property & Casualty names. CB ranks #1 (46.5% of the industry book) .
All Filings in CB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,519,431 | 7,394 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,631,558 | 8,074 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,589,035 | 8,295 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $742,599 | 2,631 | Shares | Sole | 2025-10-23 | |
| 2024-12-31 | $449,816 | 1,628 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,517,356 | 8,729 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,445,793 | 5,668 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,464,343 | 5,651 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,273,736 | 5,636 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $968,661 | 4,653 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||