Position in CB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,945,178
+$327,962 QoQ
Shares Held
29,187
-1.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#428
of 2,131 holders
Holding Since
Dec 2023
11 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, 2026TRITONPOINT WEALTH, LLC holds $11,312,354 across 5 Insurance - Property & Casualty names. CB ranks #1 (87.9% of the industry book) .
All Filings in CB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,945,178 | 29,187 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,617,216 | 29,507 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,622,971 | 30,831 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $9,625,571 | 34,103 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $9,615,227 | 33,188 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $10,299,670 | 34,106 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,517,153 | 34,445 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $10,286,006 | 35,667 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $8,685,984 | 34,052 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,897,228 | 34,335 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,056,674 | 35,649 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||