Position in CB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$397,643
+$194,915 QoQ
Shares Held
1,167
+87.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,483
of 2,131 holders
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $15,034,075 across 3 Insurance - Property & Casualty names. CB ranks #2 (2.6% of the industry book) .
All Filings in CB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,643 | 1,167 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $202,728 | 622 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $265,614 | 851 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $241,888 | 857 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $217,869 | 752 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $221,358 | 733 | Shares | Sole | 2025-05-01 | |
| 2022-03-31 | $224,381 | 1,049 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||