Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,814
+$296 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,083
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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $78,411 across 5 Insurance - Property & Casualty names. CB ranks #2 (8.7% 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 | $6,814 | 20 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,518 | 20 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,242 | 20 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,645 | 20 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,794 | 20 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,039 | 20 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,526 | 20 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||