Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,844,982
+$217,755 QoQ
Shares Held
14,219
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#596
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, 2026Coastline Trust Co holds $6,519,293 across 4 Insurance - Property & Casualty names. CB ranks #1 (74.3% of the industry book) .
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,844,982 | 14,219 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,627,227 | 14,197 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $4,437,409 | 14,217 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $4,005,691 | 14,192 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $4,111,705 | 14,192 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $4,287,049 | 14,196 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $4,192,852 | 15,175 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,564,348 | 15,827 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,047,354 | 15,867 | Shares | Defined | 2024-07-15 | |
| 2024-03-31 | $4,142,711 | 15,987 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $4,888,832 | 21,632 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $4,561,639 | 21,912 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $4,704,625 | 24,432 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $4,613,133 | 23,757 | Shares | Defined | 2023-05-31 | |
| 2022-12-31 | $5,180,791 | 23,485 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $4,396,039 | 24,170 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $4,770,996 | 24,270 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $5,350,708 | 25,015 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $5,230,967 | 27,060 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $4,736,003 | 27,300 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $4,521,683 | 28,449 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $4,454,595 | 28,199 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $4,730,730 | 30,735 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,700,860 | 31,871 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $4,069,946 | 32,143 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $3,535,323 | 31,653 | Shares | Defined | 2020-06-10 | |
| No filing history on record for this holder in this stock. | ||||||