Position in CB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,382,454
+$107,463 QoQ
Shares Held
6,992
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.53%
of 13F equity value
Holder Rank
#804
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, 2026CrossGen Wealth, LLC holds $2,786,097 across 3 Insurance - Property & Casualty names. CB ranks #1 (85.5% 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 | $2,382,454 | 6,992 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,274,991 | 6,980 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,216,364 | 7,101 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||