Position in WRB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$78,288
+$4,718 QoQ
Shares Held
1,110
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#750
of 947 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,488,477 across 7 Insurance - Property & Casualty names. WRB ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,496 | $493,859 | |
| 2 | CB |
Chubb Ltd
|
1,207 | $411,273 | |
| 3 | PGR |
Progressive Corp/Oh/
|
928 | $202,721 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
402 | $132,583 | |
| 5 | MKL |
Markel Group Inc.
|
49 | $95,697 | |
| 6 | WRB |
Berkley W R Corp
This page
|
1,110 | $78,288 | |
| 7 | CINF |
Cincinnati Financial Corp
|
400 | $74,056 |
All Filings in WRB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,288 | 1,110 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $73,570 | 1,110 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $77,833 | 1,110 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $85,048 | 1,110 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $81,551 | 1,110 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $78,987 | 1,110 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $64,957 | 1,110 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $62,970 | 1,110 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $58,149 | 740 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $65,445 | 740 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||