Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$786,427
+$54,063 QoQ
Shares Held
2,308
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,177
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, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $2,283,700 across 3 Insurance - Property & Casualty names. CB ranks #2 (34.4% 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 | $786,427 | 2,308 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $732,364 | 2,247 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $701,333 | 2,247 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $630,546 | 2,234 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $629,851 | 2,174 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $639,916 | 2,119 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $579,953 | 2,099 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $576,491 | 1,999 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $461,439 | 1,809 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $444,148 | 1,714 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $379,228 | 1,678 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||