Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$24,533
+$5,304 QoQ
Shares Held
72
+22.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,011
of 2,131 holders
Holding Since
Jun 2025
5 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, 2026IMG Wealth Management, Inc. holds $167,698 across 5 Insurance - Property & Casualty names. CB ranks #3 (14.6% of the industry book) .
All Filings in CB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,533 | 72 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $19,229 | 59 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,912 | 67 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,443 | 37 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,719 | 37 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||