Position in CB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,586,969
+$252,054 QoQ
Shares Held
10,527
+2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#679
of 2,131 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Platform Technology Partners holds $4,343,992 across 4 Insurance - Property & Casualty names. CB ranks #1 (82.6% of the industry book) .
All Filings in CB
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,586,969 | 10,527 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,334,915 | 10,232 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,091,548 | 9,905 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,769,437 | 9,812 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,667,162 | 9,206 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,758,376 | 9,134 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,478,134 | 8,969 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,600,701 | 9,018 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,312,300 | 9,065 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,032,192 | 8,992 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,754,541 | 8,428 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,463,070 | 7,598 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,462,563 | 7,532 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $1,647,882 | 7,470 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,345,366 | 7,397 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,422,649 | 7,237 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,552,272 | 7,257 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,362,255 | 7,047 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,185,735 | 6,835 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $993,533 | 6,251 | Shares | Sole | 2021-08-05 | |
| 2020-12-31 | $851,947 | 5,535 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $635,292 | 5,471 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $645,002 | 5,094 | Shares | Sole | 2020-11-30 | |
| 2020-03-31 | $544,935 | 4,879 | Shares | Sole | 2020-11-30 | |
| No filing history on record for this holder in this stock. | ||||||