Position in CB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$214,787
+$9,100 QoQ
Shares Held
659
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Charter Oak Capital Management, LLC holds $1,167,527 across 3 Insurance - Property & Casualty names. CB ranks #3 (18.4% of the industry book) .
All Filings in CB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,787 | 659 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $205,687 | 659 | Shares | Sole | 2026-01-23 | |
| 2022-06-30 | $11,401 | 58 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $23,101 | 108 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $11,211 | 58 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $10,061 | 58 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $9,218 | 58 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $9,162 | 58 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,927 | 58 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||