Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$662,056
+$171,532 QoQ
Shares Held
1,943
+29.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,256
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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $1,020,451 across 5 Insurance - Property & Casualty names. CB ranks #1 (64.9% 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 | $662,056 | 1,943 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $490,524 | 1,505 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $380,786 | 1,220 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $258,823 | 917 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $247,419 | 854 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $109,621 | 363 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $93,941 | 340 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $96,899 | 336 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $85,706 | 336 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $98,987 | 382 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $87,010 | 385 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||