Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,778,537
+$240,288 QoQ
Shares Held
14,024
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#599
of 2,131 holders
Holding Since
Mar 2025
6 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, 2026Inlet Private Wealth, LLC holds $7,317,126 across 4 Insurance - Property & Casualty names. CB ranks #1 (65.3% of the industry book) .
All Filings in CB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,778,537 | 14,024 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,538,249 | 13,924 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,236,716 | 13,574 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,735,861 | 13,236 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $207,149 | 715 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $214,412 | 710 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||