Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,640,609
+$193,341 QoQ
Shares Held
16,554
-1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#553
of 2,131 holders
Holding Since
Mar 2020
26 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, 2026KCM INVESTMENT ADVISORS LLC holds $14,488,441 across 4 Insurance - Property & Casualty names. CB ranks #1 (38.9% of the industry book) .
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,640,609 | 16,554 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,447,268 | 16,713 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,154,661 | 16,515 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,790,629 | 16,973 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,884,389 | 16,859 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,944,482 | 16,373 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,594,040 | 16,627 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,708,831 | 16,328 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,519,083 | 13,796 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,582,472 | 13,825 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,058,684 | 13,534 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,111,041 | 14,944 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,319,156 | 17,237 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,205,523 | 16,508 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,509,284 | 20,441 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,502,281 | 19,256 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,038,930 | 15,459 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,103,706 | 9,835 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,539,714 | 7,965 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,273,690 | 7,342 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,134,195 | 7,136 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $983,521 | 6,226 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $878,113 | 5,705 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $679,302 | 5,850 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $760,226 | 6,004 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $677,958 | 6,070 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||