Position in CB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,158,049
+$271,334 QoQ
Shares Held
12,203
+2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#641
of 2,131 holders
Holding Since
Mar 2025
6 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, 2026Caliber Wealth Management, LLC / KS holds $6,910,614 across 4 Insurance - Property & Casualty names. CB ranks #1 (60.2% of the industry book) .
All Filings in CB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,158,049 | 12,203 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,886,715 | 11,925 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,656,173 | 11,714 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,117,451 | 11,045 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,125,209 | 10,787 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,513,955 | 11,636 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||