Position in WRB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,726,151
+$208,207 QoQ
Shares Held
24,474
+6.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#331
of 947 holders
Holding Since
Dec 2023
11 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, 2026Towne Trust Company, N.A holds $4,840,441 across 7 Insurance - Property & Casualty names. WRB ranks #2 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
5,926 | $2,019,225 | |
| 2 | WRB |
Berkley W R Corp
This page
|
24,474 | $1,726,151 | |
| 3 | PGR |
Progressive Corp/Oh/
|
4,649 | $1,015,574 | |
| 4 | CINF |
Cincinnati Financial Corp
|
250 | $46,285 | |
| 5 | TRV |
Travelers Companies, Inc.
|
73 | $24,098 | |
| 6 | LMND |
Lemonade, Inc.
|
100 | $6,505 | |
| 7 | L |
Loews Corp
|
23 | $2,603 |
All Filings in WRB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,726,151 | 24,474 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,517,944 | 22,902 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,677,901 | 23,929 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,595,305 | 20,821 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,436,191 | 19,548 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,404,342 | 19,735 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $998,058 | 17,055 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $825,705 | 14,555 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $657,872 | 8,372 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $403,286 | 4,560 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $235,497 | 3,330 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||