Position in CB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$140,725
+$6,116 QoQ
Shares Held
413
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,865
of 2,131 holders
Holding Since
Dec 2023
11 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, 2026BIRCHBROOK, INC. holds $201,072 across 4 Insurance - Property & Casualty names. CB ranks #1 (70.0% of the industry book) .
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,725 | 413 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $134,609 | 413 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $128,905 | 413 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $116,569 | 413 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $119,654 | 413 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $124,721 | 413 | Shares | Sole | 2025-06-10 | |
| 2024-12-31 | $114,111 | 413 | Shares | Sole | 2025-06-10 | |
| 2024-09-30 | $119,105 | 413 | Shares | Sole | 2025-06-10 | |
| 2024-06-30 | $105,348 | 413 | Shares | Sole | 2025-06-10 | |
| 2024-03-31 | $119,977 | 463 | Shares | Sole | 2025-06-10 | |
| 2023-12-31 | $104,638 | 463 | Shares | Sole | 2025-06-10 | |
| No filing history on record for this holder in this stock. | ||||||