Position in WRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$419,618
-$24,311 QoQ
Shares Held
6,331
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $37,254,784 across 3 Insurance - Property & Casualty names. WRB ranks #3 (1.1% of the industry book) .
All Filings in WRB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $184,767 | 3,527 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $207,951 | 3,527 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $166,286 | 3,527 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $149,286 | 3,527 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $140,045 | 3,527 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $146,394 | 3,527 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $177,409 | 3,667 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $157,876 | 3,667 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $166,873 | 3,667 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $162,834 | 3,668 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $89,530 | 2,445 | Shares | Other | 2022-02-14 | |
| 2020-12-31 | $99,718 | 3,378 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $91,806 | 3,378 | Shares | Other | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||