Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$302,576
-$274,624 QoQ
Shares Held
888
-56.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,615
of 2,131 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026AlTi Global, Inc. holds $1,294,771 across 3 Insurance - Property & Casualty names. CB ranks #3 (23.4% of the industry book) .
All Filings in CB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,576 | 888 | Shares | Defined | 2026-08-05 | |
| 2025-09-30 | $577,200 | 2,045 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $571,906 | 1,974 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $591,295 | 1,958 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $542,376 | 1,963 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $564,090 | 1,956 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $269,619 | 1,057 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $337,905 | 1,304 | Shares | Defined | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||