Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$68,488
+$7,540 QoQ
Shares Held
201
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,920
of 2,131 holders
Holding Since
Mar 2020
22 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, 2026Clean Yield Group holds $330,132 across 5 Insurance - Property & Casualty names. CB ranks #2 (20.7% of the industry book) .
All Filings in CB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,488 | 201 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $60,948 | 187 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $58,366 | 187 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $52,780 | 187 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $54,177 | 187 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $56,472 | 187 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $52,773 | 191 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $42,681 | 148 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $34,180 | 134 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $31,095 | 120 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $27,120 | 120 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $24,981 | 120 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $25,610 | 133 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $23,301 | 120 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $26,472 | 120 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $21,825 | 120 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $23,589 | 120 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $25,668 | 120 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $23,197 | 120 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $20,817 | 120 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $19,072 | 120 | Shares | Sole | 2021-07-26 | |
| 2020-03-31 | $13,291 | 119 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||