Position in CB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$229,318
+$9,968 QoQ
Shares Held
673
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,768
of 2,138 holders
Holding Since
Mar 2024
9 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, 2026BARLOW WEALTH PARTNERS, LLC holds $21,319,139 across 4 Insurance - Property & Casualty names. CB ranks #4 (1.1% of the industry book) .
All Filings in CB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,318 | 673 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $219,350 | 673 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $210,056 | 673 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $278,131 | 960 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $282,964 | 937 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $260,550 | 943 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $266,760 | 925 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $248,703 | 975 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $221,556 | 855 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||