Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$23,170
+$5,896 QoQ
Shares Held
68
+28.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,017
of 2,131 holders
Holding Since
Dec 2021
16 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, 2026BOK Financial Private Wealth, Inc. holds $330,905 across 6 Insurance - Property & Casualty names. CB ranks #4 (7.0% of the industry book) .
All Filings in CB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,170 | 68 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $17,274 | 53 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,854 | 54 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $56,732 | 201 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $38,243 | 132 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $39,862 | 132 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $39,787 | 144 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $39,509 | 137 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $34,945 | 137 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $34,205 | 132 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $29,832 | 132 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $27,479 | 132 | Shares | Sole | 2023-10-13 | |
| 2023-03-31 | $6,019 | 31 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $0 | 0 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $323,416 | 1,512 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $236,224 | 1,222 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||