Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$725,435
-$65,923 QoQ
Shares Held
2,129
-12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,211
of 2,131 holders
Holding Since
Jun 2021
21 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, 2026Family Manage LLC holds $2,002,365 across 4 Insurance - Property & Casualty names. CB ranks #1 (36.2% 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 | $725,435 | 2,129 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $791,358 | 2,428 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $750,648 | 2,405 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $402,206 | 1,425 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $412,851 | 1,425 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $426,107 | 1,411 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $334,599 | 1,211 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $407,495 | 1,413 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $348,439 | 1,366 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $384,289 | 1,483 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $368,154 | 1,629 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $339,125 | 1,629 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $499,693 | 2,595 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $249,327 | 1,284 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $374,137 | 1,696 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $286,097 | 1,573 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $328,288 | 1,670 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $343,523 | 1,606 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $310,455 | 1,606 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $278,608 | 1,606 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $269,244 | 1,694 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||