Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$945,553
+$177,011 QoQ
Shares Held
2,775
+17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,110
of 2,131 holders
Holding Since
Jun 2024
6 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, 2026Triad Wealth Partners, LLC holds $1,899,100 across 4 Insurance - Property & Casualty names. CB ranks #1 (49.8% of the industry book) .
All Filings in CB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,553 | 2,775 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $768,542 | 2,358 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $717,563 | 2,299 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $603,168 | 2,137 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $616,234 | 2,127 | Shares | Sole | 2025-07-21 | |
| 2024-06-30 | $37,241 | 146 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||