Position in ITIC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,851,718
+$381,196 QoQ
Shares Held
6,766
0.0% QoQ
Ownership
0.358%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#20
of 122 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ITIC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026OPPENHEIMER & CO INC holds $3,598,361 across 3 Insurance - Specialty names. ITIC ranks #1 (51.5% of the industry book) .
All Filings in ITIC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,851,718 | 6,766 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,470,522 | 6,766 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,689,064 | 6,766 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,812,137 | 6,766 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,429,655 | 6,766 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,631,147 | 6,766 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,601,918 | 6,766 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,839,549 | 8,005 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,722,042 | 9,560 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,591,918 | 9,755 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,587,350 | 9,790 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,410,853 | 9,527 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,388,314 | 9,509 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,373,647 | 9,097 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,345,508 | 9,119 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,243,479 | 8,819 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,320,856 | 8,419 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,609,219 | 7,919 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,472,513 | 7,469 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,363,839 | 7,469 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,216,996 | 6,969 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,164,324 | 7,014 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $996,642 | 6,514 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $912,500 | 7,016 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $826,917 | 6,816 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $674,048 | 5,266 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||