Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,112,516
+$148,741 QoQ
Shares Held
3,265
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,046
of 2,131 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Keel Point, LLC holds $3,156,942 across 5 Insurance - Property & Casualty names. CB ranks #1 (35.2% 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 | $1,112,516 | 3,265 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $963,775 | 2,957 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,051,220 | 3,368 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $885,418 | 3,137 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $868,580 | 2,998 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $797,253 | 2,640 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $671,409 | 2,430 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $651,184 | 2,258 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $571,889 | 2,242 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $330,131 | 1,274 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $271,652 | 1,202 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $229,830 | 1,104 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $247,632 | 1,286 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $227,578 | 1,172 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $273,544 | 1,240 | Shares | Sole | 2023-01-17 | |
| 2021-12-31 | $203,942 | 1,055 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||