Position in CB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$693,405
+$86,524 QoQ
Shares Held
2,035
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,237
of 2,131 holders
Holding Since
Mar 2020
6 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, 2026BOSTON FAMILY OFFICE LLC holds $1,370,332 across 3 Insurance - Property & Casualty names. CB ranks #1 (50.6% of the industry book) .
All Filings in CB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $693,405 | 2,035 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $606,881 | 1,862 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $581,167 | 1,862 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $525,549 | 1,862 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $527,869 | 1,822 | Shares | Sole | 2025-08-13 | |
| 2020-03-31 | $323,565 | 2,897 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||