Position in WRB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$21,767,147
-$1,850,881 QoQ
Shares Held
328,412
-2.5% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
18 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, 2026ZACKS INVESTMENT MANAGEMENT holds $49,527,474 across 9 Insurance - Property & Casualty names. WRB ranks #1 (43.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
This page
|
328,412 | $21,767,147 | |
| 2 | AIZ |
Assurant, Inc.
|
70,545 | $15,365,406 | |
| 3 | ALL |
Allstate Corp
|
32,970 | $6,835,999 | |
| 4 | UFCS |
United Fire Group Inc
|
97,773 | $3,623,467 | |
| 5 | ORI |
Old Republic International Corp
|
19,112 | $762,568 | |
| 6 | CB |
Chubb Ltd
|
1,117 | $364,063 | |
| 7 | WTM |
White Mountains Insurance Group Ltd
|
157 | $344,922 | |
| 8 | TRV |
Travelers Companies, Inc.
|
1,182 | $344,765 |
All Filings in WRB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,767,147 | 328,412 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,618,028 | 336,823 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,954,641 | 338,745 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,488,873 | 319,707 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,688,796 | 318,842 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,041,423 | 308,295 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,952,301 | 334,079 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $10,379,200 | 176,038 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,296,837 | 112,348 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,748,801 | 112,194 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,428,250 | 111,524 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,712,380 | 113,533 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,084,689 | 105,099 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,632,624 | 37,921 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,653,895 | 36,344 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $243,068 | 6,638 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,131,941 | 65,549 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,108,023 | 63,725 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||