Position in CB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,000,825
+$115,646 QoQ
Shares Held
5,872
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#845
of 2,106 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, 2026SIERRA SUMMIT ADVISORS LLC holds $4,086,871 across 3 Insurance - Property & Casualty names. CB ranks #1 (49.0% 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 | $2,000,825 | 5,872 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,885,179 | 5,784 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,725,711 | 5,529 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,527,254 | 5,411 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,544,207 | 5,330 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,818,885 | 6,023 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,757,544 | 6,361 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,467,039 | 5,087 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,084,345 | 4,251 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,003,351 | 3,872 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $843,658 | 3,733 | Shares | Sole | 2024-02-22 | |
| No filing history on record for this holder in this stock. | ||||||