Position in WRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$637,520
+$97,338 QoQ
Shares Held
9,039
+10.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#495
of 947 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $20,447,593 across 17 Insurance - Property & Casualty names. WRB ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
16,075 | $3,511,583 | |
| 2 | CB |
Chubb Ltd
|
9,741 | $3,319,147 | |
| 3 | ALL |
Allstate Corp
|
10,933 | $2,601,398 | |
| 4 | TRV |
Travelers Companies, Inc.
|
7,600 | $2,508,912 | |
| 5 | RLI |
Rli Corp
|
36,478 | $2,154,755 | |
| 6 | SIGI |
Selective Insurance Group Inc
|
6,788 | $658,503 | |
| 7 | AIZ |
Assurant, Inc.
|
2,381 | $639,369 | |
| 8 | WRB |
Berkley W R Corp
This page
|
9,039 | $637,520 |
All Filings in WRB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,520 | 9,039 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $540,182 | 8,150 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,143,919 | 30,575 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,428,624 | 31,697 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $566,821 | 7,715 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $615,676 | 8,652 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $543,065 | 9,280 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $420,142 | 7,406 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $346,066 | 4,404 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $368,617 | 4,168 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $296,529 | 4,193 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $269,515 | 4,245 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $234,726 | 3,941 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $268,154 | 4,307 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $300,657 | 4,143 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $281,299 | 4,121 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $257,303 | 3,864 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $219,075 | 2,659 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||