Position in CB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$39,185
+$5,289 QoQ
Shares Held
115
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,970
of 2,131 holders
Holding Since
Dec 2025
3 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, 2026Vision Retirement, LLC holds $212,956 across 4 Insurance - Property & Casualty names. CB ranks #4 (18.4% of the industry book) .
All Filings in CB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,185 | 115 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $33,896 | 104 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $31,212 | 100 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||