Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$619,465
-$11,209 QoQ
Shares Held
1,818
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,283
of 2,131 holders
Holding Since
Mar 2024
10 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, 2026Atlanta Consulting Group Advisors, LLC holds $4,883,009 across 3 Insurance - Property & Casualty names. CB ranks #3 (12.7% 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 | $619,465 | 1,818 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $630,674 | 1,935 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $495,958 | 1,589 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $448,495 | 1,589 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $403,869 | 1,394 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $420,974 | 1,394 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $439,040 | 1,589 | Shares | Sole | 2025-05-16 | |
| 2024-09-30 | $488,532 | 1,694 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $685,399 | 2,687 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $696,282 | 2,687 | Shares | Sole | 2024-08-26 | |
| No filing history on record for this holder in this stock. | ||||||