Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,522,426
+$154,825 QoQ
Shares Held
4,468
+6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#958
of 2,131 holders
Holding Since
Mar 2020
17 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, 2026Parcion Private Wealth LLC holds $2,436,093 across 3 Insurance - Property & Casualty names. CB ranks #1 (62.5% of the industry book) .
All Filings in CB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,522,426 | 4,468 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $1,367,601 | 4,196 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $1,356,160 | 4,345 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $368,053 | 1,304 | Shares | Other | 2025-10-14 | |
| 2025-06-30 | $262,775 | 907 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $210,184 | 696 | Shares | Other | 2025-05-02 | |
| 2022-09-30 | $2,765,303 | 15,204 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $3,019,271 | 15,359 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $3,584,760 | 16,973 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $4,217,057 | 21,815 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $3,824,886 | 22,048 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,480,944 | 21,901 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $3,398,724 | 21,515 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $5,194,953 | 33,751 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,467,085 | 21,246 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,034,612 | 8,171 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $710,571 | 6,362 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||