Position in CB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$35,326,219
+$1,895,253 QoQ
Shares Held
103,675
+1.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#228
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Chesley Taft & Associates LLC holds $39,243,940 across 4 Insurance - Property & Casualty names. CB ranks #1 (90.0% 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 | $35,326,219 | 103,675 | Shares | Other | 2026-07-08 | |
| 2026-03-31 | $33,430,966 | 102,571 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $31,969,515 | 102,427 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $26,922,134 | 95,384 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $28,738,775 | 99,195 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $29,796,145 | 98,666 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $27,431,340 | 99,281 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $28,430,928 | 98,585 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $22,628,146 | 88,710 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $957,485 | 3,695 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $835,070 | 3,695 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $769,225 | 3,695 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $729,802 | 3,790 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $730,116 | 3,760 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $807,616 | 3,661 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $670,409 | 3,686 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $776,884 | 3,952 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $826,937 | 3,866 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $747,336 | 3,866 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $670,673 | 3,866 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $589,826 | 3,711 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $586,226 | 3,711 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $571,197 | 3,711 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $430,921 | 3,711 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,526,530 | 12,056 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,437,561 | 12,871 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||