Position in CB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,661,663
+$202,615 QoQ
Shares Held
13,681
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#605
of 2,131 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Choate Investment Advisors holds $24,066,592 across 5 Insurance - Property & Casualty names. CB ranks #2 (19.4% of the industry book) .
All Filings in CB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,661,663 | 13,681 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,459,048 | 13,681 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,323,174 | 13,851 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,165,139 | 7,671 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,982,843 | 6,844 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,095,317 | 3,627 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,050,768 | 3,803 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $970,432 | 3,365 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $851,201 | 3,337 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $864,716 | 3,337 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $729,302 | 3,227 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $601,432 | 2,889 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $371,255 | 1,928 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||