Position in CB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,174,530
+$61,480 QoQ
Shares Held
3,447
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,030
of 2,131 holders
Holding Since
Jun 2024
9 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, 2026SYM FINANCIAL Corp holds $2,826,739 across 5 Insurance - Property & Casualty names. CB ranks #1 (41.6% of the industry book) .
All Filings in CB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,174,530 | 3,447 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,113,050 | 3,415 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $998,471 | 3,199 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $619,821 | 2,196 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $528,739 | 1,825 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $366,313 | 1,213 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $342,059 | 1,238 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $301,655 | 1,046 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $203,043 | 796 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||