Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,061,477
+$53,097 QoQ
Shares Held
6,050
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#845
of 2,131 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Gilliland Jeter Wealth Management LLC holds $5,424,869 across 4 Insurance - Property & Casualty names. CB ranks #2 (38.0% 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 | $2,061,477 | 6,050 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,008,380 | 6,162 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,941,698 | 6,221 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,800,755 | 6,380 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,909,544 | 6,591 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,998,267 | 6,617 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,833,250 | 6,635 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,934,520 | 6,708 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,672,559 | 6,557 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,738,244 | 6,708 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,408,432 | 6,232 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||