Position in WRB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$255,661,234
-$7,664,500 QoQ
Shares Held
3,624,858
-8.8% QoQ
Ownership
0.976%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#14
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, 2026FIRST TRUST ADVISORS LP holds $4,027,840,638 across 35 Insurance - Property & Casualty names. WRB ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
4,145,056 | $767,415,667 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,803,212 | $595,276,345 | |
| 3 | CB |
Chubb Ltd
|
1,742,005 | $593,570,782 | |
| 4 | ALL |
Allstate Corp
|
2,438,113 | $580,124,607 | |
| 5 | WRB |
Berkley W R Corp
This page
|
3,624,858 | $255,661,234 | |
| 6 | PGR |
Progressive Corp/Oh/
|
1,046,033 | $228,505,908 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
824,257 | $176,489,908 | |
| 8 | ORI |
Old Republic International Corp
|
4,060,586 | $166,159,178 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,661,234 | 3,624,858 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $263,325,734 | 3,972,929 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $252,094,511 | 3,595,187 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $323,408,116 | 4,220,936 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $290,849,289 | 3,958,749 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $318,130,671 | 4,470,639 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $43,656,622 | 746,012 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $226,471,719 | 3,992,098 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $183,019,537 | 2,329,084 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $226,476,709 | 2,560,795 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $196,835,115 | 2,783,300 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $188,831,979 | 2,974,198 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $191,708,374 | 3,218,741 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $173,018,997 | 2,778,973 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $194,801,972 | 2,684,332 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $183,884,691 | 2,847,396 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $183,363,763 | 2,686,253 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $10,805,218 | 162,265 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,963,543 | 108,794 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,930,356 | 94,703 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,594,498 | 88,600 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $2,894,721 | 38,417 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,235,564 | 33,658 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $918,290 | 15,017 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,384,686 | 76,535 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $9,743,752 | 186,769 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||