Position in CB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$365,273
+$11,965 QoQ
Shares Held
1,072
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,519
of 2,131 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026McLean Asset Management Corp holds $980,594 across 3 Insurance - Property & Casualty names. CB ranks #1 (37.3% of the industry book) .
All Filings in CB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,273 | 1,072 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $353,308 | 1,084 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $311,807 | 999 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $283,661 | 1,005 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $306,813 | 1,059 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $311,049 | 1,030 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $309,179 | 1,119 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $290,697 | 1,008 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $256,865 | 1,007 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $267,422 | 1,032 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $231,424 | 1,024 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $213,176 | 1,024 | Shares | Sole | 2023-10-12 | |
| 2022-12-31 | $222,144 | 1,007 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $199,158 | 1,095 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $215,255 | 1,095 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $233,364 | 1,091 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $207,228 | 1,072 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||