Position in CB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$321,658
+$29,299 QoQ
Shares Held
944
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,575
of 2,131 holders
Holding Since
Dec 2020
18 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, 2026Regent Peak Wealth Advisors LLC holds $3,204,019 across 3 Insurance - Property & Casualty names. CB ranks #2 (10.0% of the industry book) .
All Filings in CB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,658 | 944 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $292,359 | 897 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $273,417 | 876 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $249,509 | 884 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $262,127 | 868 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $242,867 | 879 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $359,045 | 1,245 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $315,023 | 1,235 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $315,361 | 1,217 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $287,924 | 1,274 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $258,975 | 1,244 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $230,494 | 1,197 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $225,054 | 1,159 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $280,162 | 1,270 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $215,058 | 1,094 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $226,092 | 1,057 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $200,849 | 1,039 | Shares | Sole | 2022-02-11 | |
| 2020-12-31 | $144,684 | 940 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||