Position in WRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,535,226
+$1,768,079 QoQ
Shares Held
333,691
+1.6% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#86
of 950 holders
Holding Since
Jun 2021
19 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, 2026ZACKS INVESTMENT MANAGEMENT holds $64,229,723 across 9 Insurance - Property & Casualty names. WRB ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
This page
|
333,691 | $23,535,226 | |
| 2 | AIZ |
Assurant, Inc.
|
71,968 | $19,325,567 | |
| 3 | ALL |
Allstate Corp
|
34,358 | $8,175,142 | |
| 4 | UFCS |
United Fire Group Inc
|
103,681 | $5,437,031 | |
| 5 | MCY |
Mercury General Corp
|
30,351 | $3,236,023 | |
| 6 | LMND |
Lemonade, Inc.
|
47,477 | $3,088,378 | |
| 7 | ORI |
Old Republic International Corp
|
15,341 | $627,753 | |
| 8 | CB |
Chubb Ltd
|
1,284 | $437,510 |
All Filings in WRB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,535,226 | 333,691 | Shares | Sole | 2026-08-13 | |
| 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 | $15,568,800 | 176,038 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,945,256 | 112,348 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,123,202 | 112,194 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,642,375 | 111,524 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $7,068,570 | 113,533 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,627,034 | 105,099 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,448,936 | 37,921 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,480,843 | 36,344 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $546,905 | 6,638 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,796,869 | 65,549 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,743,051 | 63,725 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||