Position in WRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,090,342
+$156,061 QoQ
Shares Held
43,816
-1.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#263
of 947 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $56,058,488 across 11 Insurance - Property & Casualty names. WRB ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
87,078 | $19,022,189 | |
| 2 | TRV |
Travelers Companies, Inc.
|
31,701 | $10,465,134 | |
| 3 | ALL |
Allstate Corp
|
38,342 | $9,123,095 | |
| 4 | CINF |
Cincinnati Financial Corp
|
22,998 | $4,257,849 | |
| 5 | AIZ |
Assurant, Inc.
|
13,168 | $3,536,003 | |
| 6 | WRB |
Berkley W R Corp
This page
|
43,816 | $3,090,342 | |
| 7 | L |
Loews Corp
|
25,096 | $2,841,118 | |
| 8 | AFG |
American Financial Group Inc
|
9,095 | $1,272,754 |
All Filings in WRB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,090,342 | 43,816 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,934,281 | 44,271 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,057,302 | 43,601 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,115,828 | 40,666 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,994,269 | 40,755 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,857,216 | 40,152 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,363,915 | 40,395 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,270,674 | 40,026 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,182,717 | 27,777 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,451,910 | 27,724 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,045,223 | 28,920 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,847,623 | 29,101 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,700,320 | 28,548 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,802,365 | 28,949 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,100,974 | 28,951 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,866,554 | 28,903 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,015,582 | 29,528 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||