Position in WRB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,399,435
-$113,684 QoQ
Shares Held
21,114
-2.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026D.A. DAVIDSON & CO. holds $145,452,668 across 13 Insurance - Property & Casualty names. WRB ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
363,955 | $118,623,853 | |
| 2 | PGR |
Progressive Corp/Oh/
|
54,582 | $10,820,335 | |
| 3 | ALL |
Allstate Corp
|
17,693 | $3,668,466 | |
| 4 | TRV |
Travelers Companies, Inc.
|
12,060 | $3,517,660 | |
| 5 | MKL |
Markel Group Inc.
|
1,762 | $3,372,591 | |
| 6 | WRB |
Berkley W R Corp
This page
|
21,114 | $1,399,435 | |
| 7 | PRCH |
Porch Group, Inc.
|
115,376 | $827,245 | |
| 8 | AFG |
American Financial Group Inc
|
5,320 | $679,417 |
All Filings in WRB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,399,435 | 21,114 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,513,119 | 21,579 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,719,352 | 22,440 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,723,973 | 23,465 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,671,121 | 23,484 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,407,113 | 24,045 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,363,335 | 24,032 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $841,539 | 16,064 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $867,537 | 14,714 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $704,277 | 14,938 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $632,276 | 14,938 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $593,138 | 14,938 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $620,027 | 14,938 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $627,149 | 12,963 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $558,099 | 12,963 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $589,903 | 12,963 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $575,470 | 12,963 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $313,411 | 8,559 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $278,376 | 8,559 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $283,131 | 8,559 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $286,631 | 8,559 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $236,219 | 8,002 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $214,976 | 7,910 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $199,343 | 7,829 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $187,510 | 8,087 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||