Position in CB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$230,680
-$18,004 QoQ
Shares Held
677
-11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,757
of 2,131 holders
Holding Since
Mar 2025
4 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, 2026Clear Creek Financial Management, LLC holds $678,172 across 3 Insurance - Property & Casualty names. CB ranks #1 (34.0% of the industry book) .
All Filings in CB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,680 | 677 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $248,684 | 763 | Shares | Sole | 2026-04-23 | |
| 2025-06-30 | $230,327 | 795 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $276,924 | 917 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||