Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,832,840
+$77,707 QoQ
Shares Held
5,379
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#886
of 2,130 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, 2026Trueblood Wealth Management, LLC holds $6,694,640 across 5 Insurance - Property & Casualty names. CB ranks #2 (27.4% of the industry book) .
All Filings in CB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,832,840 | 5,379 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,755,133 | 5,385 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,701,678 | 5,452 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,525,279 | 5,404 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,512,048 | 5,219 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,507,232 | 4,991 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,152,171 | 4,170 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,130,488 | 3,920 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $996,597 | 3,907 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,004,128 | 3,875 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $802,526 | 3,551 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||