Position in WRB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,480,495
+$81,060 QoQ
Shares Held
20,991
-0.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#356
of 947 holders
Holding Since
Mar 2020
26 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, 2026D.A. DAVIDSON & CO. holds $147,713,549 across 13 Insurance - Property & Casualty names. WRB ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
338,664 | $115,396,371 | |
| 2 | PGR |
Progressive Corp/Oh/
|
46,463 | $10,149,842 | |
| 3 | TRV |
Travelers Companies, Inc.
|
19,456 | $6,422,814 | |
| 4 | ALL |
Allstate Corp
|
22,939 | $5,458,105 | |
| 5 | MKL |
Markel Group Inc.
|
1,667 | $3,255,667 | |
| 6 | PRCH |
Porch Group, Inc.
|
108,238 | $1,627,899 | |
| 7 | WRB |
Berkley W R Corp
This page
|
20,991 | $1,480,495 | |
| 8 | KMPR |
KEMPER Corp
|
33,591 | $905,613 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,480,495 | 20,991 | Shares | Sole | 2026-07-24 | |
| 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 | $1,262,309 | 16,064 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,301,306 | 14,714 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,056,416 | 14,938 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $948,414 | 14,938 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $889,708 | 14,938 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $930,040 | 14,938 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $940,724 | 12,963 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $837,149 | 12,963 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $884,855 | 12,963 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $863,205 | 12,963 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $705,176 | 8,559 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $626,346 | 8,559 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $637,046 | 8,559 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $644,920 | 8,559 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $531,492 | 8,002 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $483,696 | 7,910 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $448,523 | 7,829 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $421,899 | 8,087 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||