Patriot Financial Group Insurance Agency, LLC
InsurancePosition in CBRE — Cbre Group, Inc.
CIK 1694883
Westborough, MA
Position in CBRE
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$218,090
+$170,612 QoQ
Shares Held
1,610
+149.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBRE Over Time
Shares Held
Position Value (USD)
All Filings in CBRE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,090 | 1,610 | Shares | Sole | 2026-04-22 | |
| 2022-06-30 | $47,478 | 645 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $79,347 | 867 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $97,984 | 903 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $87,916 | 903 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $64,383 | 751 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $59,411 | 751 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $47,228 | 753 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $35,368 | 753 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $34,050 | 753 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $30,507 | 809 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||