Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$698,517
+$30,361 QoQ
Shares Held
2,050
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,232
of 2,131 holders
Holding Since
Dec 2023
11 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, 2026Cetera Trust Company, N.A holds $742,809 across 4 Insurance - Property & Casualty names. CB ranks #1 (94.0% 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 | $698,517 | 2,050 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $668,156 | 2,050 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $639,846 | 2,050 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $578,612 | 2,050 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $593,926 | 2,050 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $606,999 | 2,010 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $555,363 | 2,010 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $585,431 | 2,030 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $517,812 | 2,030 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $526,033 | 2,030 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $481,380 | 2,130 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||