Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,086,960
+$131,660 QoQ
Shares Held
3,190
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,057
of 2,131 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $2,140,096 across 3 Insurance - Property & Casualty names. CB ranks #1 (50.8% of the industry book) .
All Filings in CB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,086,960 | 3,190 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $955,300 | 2,931 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $916,384 | 2,936 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $455,551 | 1,614 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $252,346 | 871 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||