Position in CB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,571,833
-$142,232 QoQ
Shares Held
4,613
-12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#946
of 2,131 holders
Holding Since
Mar 2024
10 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, 2026AA Financial Advisors, LLC holds $3,527,949 across 3 Insurance - Property & Casualty names. CB ranks #2 (44.6% of the industry book) .
All Filings in CB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,571,833 | 4,613 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,714,065 | 5,259 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,552,172 | 4,973 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,528,666 | 5,416 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,440,198 | 4,971 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,538,639 | 5,095 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,393,104 | 5,042 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,375,331 | 4,769 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,125,923 | 4,414 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,126,956 | 4,349 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||