Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$487,598
+$60,630 QoQ
Shares Held
1,431
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,383
of 2,131 holders
Holding Since
Mar 2022
18 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, 2026SFMG, LLC holds $1,143,135 across 3 Insurance - Property & Casualty names. CB ranks #1 (42.7% of the industry book) .
All Filings in CB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,598 | 1,431 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $426,968 | 1,310 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $408,877 | 1,310 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $369,465 | 1,309 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $376,925 | 1,301 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $398,324 | 1,319 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $351,729 | 1,273 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $484,783 | 1,681 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $418,586 | 1,641 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $398,282 | 1,537 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $346,458 | 1,533 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $309,771 | 1,488 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $279,019 | 1,449 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $329,717 | 1,698 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $356,930 | 1,618 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $271,910 | 1,495 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $232,160 | 1,181 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $244,059 | 1,141 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||