Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$483,510
+$56,868 QoQ
Shares Held
1,419
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,384
of 2,131 holders
Holding Since
Dec 2024
7 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, 2026IFC Advisors LLC holds $2,931,414 across 4 Insurance - Property & Casualty names. CB ranks #3 (16.5% of the industry book) .
All Filings in CB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,510 | 1,419 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $426,642 | 1,309 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $467,867 | 1,499 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $427,326 | 1,514 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $438,056 | 1,512 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $456,004 | 1,510 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $429,370 | 1,554 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||