Position in CB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,529,941
+$32,527 QoQ
Shares Held
19,164
-3.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#517
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, 2026Clear Trail Advisors, LLC holds $7,498,254 across 3 Insurance - Property & Casualty names. CB ranks #1 (87.1% 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 | $6,529,941 | 19,164 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,497,414 | 19,935 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,424,678 | 20,584 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||