Position in CB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$525,421
+$6,867 QoQ
Shares Held
1,542
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,351
of 2,131 holders
Holding Since
Sep 2020
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Freestone Capital Holdings, LLC holds $13,453,715 across 3 Insurance - Property & Casualty names. CB ranks #3 (3.9% of the industry book) .
All Filings in CB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,421 | 1,542 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $518,554 | 1,591 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $461,625 | 1,479 | Shares | Defined | 2026-01-23 | |
| 2022-03-31 | $509,082 | 2,380 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $223,659 | 1,157 | Shares | Defined | 2022-02-14 | |
| 2020-12-31 | $8,003 | 52 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $7,780 | 67 | Shares | Defined | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||