Position in WRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$446,525
+$26,907 QoQ
Shares Held
6,331
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#559
of 951 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $31,508,584 across 2 Insurance - Property & Casualty names. WRB ranks #2 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
142,193 | $31,062,059 | |
| 2 | WRB |
Berkley W R Corp
This page
|
6,331 | $446,525 |
All Filings in WRB
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,525 | 6,331 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $419,618 | 6,331 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $443,929 | 6,331 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $485,081 | 6,331 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $465,138 | 6,331 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $376,436 | 5,290 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $309,570 | 5,290 | Shares | Sole | 2025-06-05 | |
| 2024-09-30 | $300,101 | 5,290 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $277,151 | 3,527 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $311,927 | 3,527 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $249,429 | 3,527 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $223,929 | 3,527 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $210,068 | 3,527 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $219,591 | 3,527 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $266,114 | 3,667 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $236,814 | 3,667 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $250,309 | 3,667 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $244,251 | 3,668 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $201,443 | 2,445 | Shares | Other | 2022-02-14 | |
| 2020-12-31 | $224,366 | 3,378 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $206,564 | 3,378 | Shares | Other | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||