Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,264,486
+$168,058 QoQ
Shares Held
3,711
+10.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,008
of 2,130 holders
Holding Since
Dec 2023
9 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, 2026Turtle Creek Wealth Advisors, LLC holds $13,279,104 across 5 Insurance - Property & Casualty names. CB ranks #2 (9.5% of the industry book) .
All Filings in CB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,264,486 | 3,711 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,096,428 | 3,364 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $958,832 | 3,072 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $700,544 | 2,482 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $421,832 | 1,456 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $313,191 | 1,086 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $228,041 | 894 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $209,377 | 808 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $203,400 | 900 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||