Position in CB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,322,143
+$148,190 QoQ
Shares Held
6,815
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#811
of 2,131 holders
Holding Since
Dec 2023
11 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, 2026Quadcap Wealth Management, LLC holds $6,751,349 across 4 Insurance - Property & Casualty names. CB ranks #2 (34.4% of the industry book) .
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,322,143 | 6,815 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,173,953 | 6,670 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,125,849 | 6,811 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,924,662 | 6,819 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,809,011 | 6,244 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,903,744 | 6,304 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,752,294 | 6,342 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,863,864 | 6,463 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,679,191 | 6,583 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,726,324 | 6,662 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,781,558 | 7,883 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||