Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$409,569
+$76,143 QoQ
Shares Held
1,202
+17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,465
of 2,130 holders
Holding Since
Mar 2026
2 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, 2026Innovative Asset Advisors Group, LLC holds $1,000,396 across 3 Insurance - Property & Casualty names. CB ranks #1 (40.9% of the industry book) .
All Filings in CB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,569 | 1,202 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $333,426 | 1,023 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||