Position in WRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$618,723
-$35,847 QoQ
Shares Held
9,335
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026BRADLEY FOSTER & SARGENT INC/CT holds $46,339,678 across 8 Insurance - Property & Casualty names. WRB ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
87,550 | $28,535,171 | |
| 2 | TRV |
Travelers Companies, Inc.
|
37,867 | $11,045,046 | |
| 3 | WTM |
White Mountains Insurance Group Ltd
|
2,002 | $4,398,313 | |
| 4 | PGR |
Progressive Corp/Oh/
|
3,243 | $642,892 | |
| 5 | WRB |
Berkley W R Corp
This page
|
9,335 | $618,723 | |
| 6 | ALL |
Allstate Corp
|
2,640 | $547,377 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,763 | $277,408 | |
| 8 | L |
Loews Corp
|
2,574 | $274,748 |
All Filings in WRB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $618,723 | 9,335 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $654,570 | 9,335 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $715,247 | 9,335 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $685,842 | 9,335 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $693,596 | 9,747 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $570,394 | 9,747 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $552,947 | 9,747 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $510,770 | 6,500 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $570,438 | 6,450 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $436,696 | 6,175 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $439,668 | 6,925 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $412,453 | 6,925 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $431,150 | 6,925 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $502,547 | 6,925 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $395,552 | 6,125 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $407,853 | 5,975 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $397,874 | 5,975 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $328,241 | 3,984 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $291,548 | 3,984 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,718,142 | 23,084 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $1,746,914 | 23,184 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,739,141 | 26,184 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,601,152 | 26,184 | Shares | Sole | 2020-10-26 | |
| 2020-03-31 | $1,371,238 | 26,284 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||