Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,498,233
+$33,178 QoQ
Shares Held
4,397
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#962
of 2,131 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $9,120,085 across 3 Insurance - Property & Casualty names. CB ranks #2 (16.4% of the industry book) .
All Filings in CB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,498,233 | 4,397 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,465,055 | 4,495 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,398,609 | 4,481 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,305,406 | 4,625 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,290,992 | 4,456 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,341,439 | 4,442 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,223,456 | 4,428 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||