Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$300,532
+$29,685 QoQ
Shares Held
882
+6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,619
of 2,131 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 75%
None 25%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Aviso Financial Inc. holds $1,812,829 across 3 Insurance - Property & Casualty names. CB ranks #3 (16.6% of the industry book) .
All Filings in CB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,532 | 882 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $270,847 | 831 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $250,632 | 803 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $206,607 | 732 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $191,504 | 661 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $192,065 | 636 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $169,924 | 615 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $162,940 | 565 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $172,179 | 675 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||