Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$241,243
+$5,270 QoQ
Shares Held
708
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,739
of 2,131 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Meramec Financial Planners, LLC holds $727,487 across 4 Insurance - Property & Casualty names. CB ranks #2 (33.2% of the industry book) .
All Filings in CB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,243 | 708 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $235,973 | 724 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $225,974 | 724 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||