Position in CB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$458,976
+$20,927 QoQ
Shares Held
1,347
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,404
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Bollard Group LLC holds $5,912,329 across 3 Insurance - Property & Casualty names. CB ranks #3 (7.8% 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 | $458,976 | 1,347 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $438,049 | 1,344 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $418,240 | 1,340 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $378,215 | 1,340 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $388,224 | 1,340 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $389,567 | 1,290 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $356,427 | 1,290 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $372,023 | 1,290 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $329,053 | 1,290 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $334,277 | 1,290 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $291,540 | 1,290 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $268,552 | 1,290 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $253,216 | 1,315 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $250,492 | 1,290 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $284,574 | 1,290 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $234,625 | 1,290 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $253,588 | 1,290 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $690,041 | 3,226 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $622,071 | 3,218 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $556,870 | 3,210 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $508,608 | 3,200 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $504,082 | 3,191 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $491,158 | 3,191 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $370,538 | 3,191 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $404,044 | 3,191 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $144,080 | 1,290 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||