Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,524,272
-$484,014 QoQ
Shares Held
10,343
-15.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#685
of 2,130 holders
Holding Since
Dec 2022
10 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, 2026Beverly Hills Private Wealth, LLC holds $5,385,363 across 4 Insurance - Property & Casualty names. CB ranks #1 (65.4% of the industry book) .
All Filings in CB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,524,272 | 10,343 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,008,286 | 12,298 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,911,143 | 9,327 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,181,497 | 4,186 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,422,233 | 4,909 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $365,708 | 1,211 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $230,985 | 836 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $326,774 | 1,697 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,494,797 | 7,698 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,423,973 | 6,455 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||