Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,129,249
+$534,569 QoQ
Shares Held
32,662
+0.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
4.60%
of 13F equity value
Holder Rank
#413
of 2,146 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Regency Capital Management Inc.\DE holds $28,894,365 across 3 Insurance - Property & Casualty names. CB ranks #2 (38.5% of the industry book) .
All Filings in CB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,129,249 | 32,662 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,594,680 | 32,506 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,572,193 | 40,280 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,255,001 | 39,876 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,025,004 | 38,054 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $11,574,974 | 38,329 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $10,105,672 | 36,575 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $9,769,499 | 33,876 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $6,783,087 | 26,592 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $3,010,831 | 11,619 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $602,064 | 2,664 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,396,984 | 11,514 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,394,483 | 12,435 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,318,120 | 11,938 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||