Position in CB
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$1,894,855
+$107,781 QoQ
Shares Held
5,561
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#876
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, 2026Roxbury Financial LLC holds $2,117,389 across 4 Insurance - Property & Casualty names. CB ranks #1 (89.5% 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 | $1,894,855 | 5,561 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $1,787,074 | 5,483 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,714,787 | 5,494 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,548,988 | 5,488 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $1,603,020 | 5,533 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,918,542 | 6,353 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,854,801 | 6,713 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||