Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$497,139
+$28,126 QoQ
Shares Held
1,459
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,376
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Pointe Capital Management LLC holds $1,021,724 across 3 Insurance - Property & Casualty names. CB ranks #1 (48.7% of the industry book) .
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,139 | 1,459 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $469,013 | 1,439 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $449,140 | 1,439 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $453,293 | 1,606 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $513,673 | 1,773 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $535,428 | 1,773 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $489,879 | 1,773 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $511,315 | 1,773 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $418,841 | 1,642 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $425,491 | 1,642 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $371,092 | 1,642 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $341,831 | 1,642 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $316,183 | 1,642 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $318,843 | 1,642 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $434,140 | 1,968 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $407,956 | 2,243 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $440,928 | 2,243 | Shares | Sole | 2022-08-26 | |
| 2022-03-31 | $479,777 | 2,243 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $433,594 | 2,243 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $389,115 | 2,243 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $356,502 | 2,243 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $354,326 | 2,243 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $340,778 | 2,214 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $300,518 | 2,588 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $327,692 | 2,588 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $289,053 | 2,588 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||