Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$785,064
+$35,100 QoQ
Shares Held
2,304
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,178
of 2,131 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Derivatives in CB
reported options exposure · as of Dec 31, 2021CallValue
$309,296
CallShares
1,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MEANS INVESTMENT CO., INC. holds $10,548,198 across 4 Insurance - Property & Casualty names. CB ranks #2 (7.4% of the industry book) .
All Filings in CB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $785,064 | 2,304 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $749,964 | 2,301 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $717,876 | 2,300 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $648,892 | 2,299 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $665,776 | 2,298 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $693,671 | 2,297 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $635,766 | 2,301 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $663,297 | 2,300 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $586,428 | 2,299 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $608,696 | 2,349 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $303,292 | 1,342 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $296,240 | 1,423 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $273,627 | 1,421 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $273,987 | 1,411 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $311,046 | 1,410 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $261,543 | 1,438 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $270,100 | 1,374 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $293,684 | 1,373 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $309,296 | 1,600 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $265,028 | 1,371 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $237,494 | 1,369 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $217,429 | 1,368 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $215,787 | 1,366 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $210,254 | 1,366 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||