Position in CB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,178,350
+$1,074,100 QoQ
Shares Held
6,393
+88.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.43%
of 13F equity value
Holder Rank
#831
of 2,131 holders
Holding Since
Dec 2021
19 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, 2026PFS Partners, LLC holds $2,290,210 across 6 Insurance - Property & Casualty names. CB ranks #1 (95.1% of the industry book) .
All Filings in CB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,178,350 | 6,393 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,104,250 | 3,388 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,654,860 | 5,302 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,494,796 | 5,296 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,543,048 | 5,326 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,606,284 | 5,319 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,467,705 | 5,312 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,530,197 | 5,306 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,054,755 | 4,135 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,140,172 | 4,400 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,054,290 | 4,665 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $969,494 | 4,657 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $894,826 | 4,647 | Shares | Sole | 2023-12-01 | |
| 2023-03-31 | $900,801 | 4,639 | Shares | Sole | 2023-12-01 | |
| 2022-12-31 | $1,021,598 | 4,631 | Shares | Sole | 2023-12-01 | |
| 2022-09-30 | $840,649 | 4,622 | Shares | Sole | 2023-12-01 | |
| 2022-06-30 | $906,823 | 4,613 | Shares | Sole | 2023-12-01 | |
| 2022-03-31 | $985,223 | 4,606 | Shares | Sole | 2023-12-01 | |
| 2021-12-31 | $859,842 | 4,448 | Shares | Sole | 2023-12-01 | |
| No filing history on record for this holder in this stock. | ||||||