Position in CB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,475,476
+$456,992 QoQ
Shares Held
7,265
+17.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#794
of 2,131 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Baldwin Investment Management, LLC holds $3,139,209 across 3 Insurance - Property & Casualty names. CB ranks #1 (78.9% of the industry book) .
All Filings in CB
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,475,476 | 7,265 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,018,484 | 6,193 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,964,171 | 6,293 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,760,393 | 6,237 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,806,983 | 6,237 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,891,061 | 6,262 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,355,251 | 4,905 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,499,916 | 5,201 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,387,890 | 5,441 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,412,517 | 5,451 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,229,892 | 5,442 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,117,302 | 5,367 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $915,045 | 4,752 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $861,576 | 4,437 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $989,391 | 4,485 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $824,825 | 4,535 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $865,148 | 4,401 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $935,812 | 4,375 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $845,731 | 4,375 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $758,975 | 4,375 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $711,256 | 4,475 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||