Position in CB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$24,533
+$2,696 QoQ
Shares Held
72
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,009
of 2,131 holders
Holding Since
Jun 2025
4 quarters on record
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Barnes Dennig Private Wealth Management LLC holds $138,077 across 4 Insurance - Property & Casualty names. CB ranks #4 (17.8% of the industry book) .
All Filings in CB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,533 | 72 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $21,837 | 67 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $20,912 | 67 | Shares | Sole | 2026-01-14 | |
| 2025-06-30 | $4,345 | 15 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||