Position in CB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$506,339
-$138,350 QoQ
Shares Held
1,486
-24.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,367
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, 2026LeClair Wealth Partners LLC holds $1,913,468 across 3 Insurance - Property & Casualty names. CB ranks #2 (26.5% 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 | $506,339 | 1,486 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $644,689 | 1,978 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $462,249 | 1,481 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $418,012 | 1,481 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $321,009 | 1,108 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $334,604 | 1,108 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $306,140 | 1,108 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||