Position in CB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,030,397
+$39,570 QoQ
Shares Held
3,024
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,082
of 2,131 holders
Holding Since
Dec 2023
11 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, 2026Premier Path Wealth Partners, LLC holds $3,925,008 across 4 Insurance - Property & Casualty names. CB ranks #2 (26.3% of the industry book) .
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,397 | 3,024 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $990,827 | 3,040 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $916,384 | 2,936 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $855,782 | 3,032 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $989,393 | 3,415 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $962,744 | 3,188 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $887,199 | 3,211 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $921,406 | 3,195 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $814,980 | 3,195 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $698,355 | 2,695 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $629,410 | 2,785 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||