Position in WRB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,899,253
+$330,529 QoQ
Shares Held
28,655
+28.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026CI INVESTMENTS INC. holds $16,953,547 across 8 Insurance - Property & Casualty names. WRB ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMND |
Lemonade, Inc.
|
131,261 | $8,227,439 | |
| 2 | MKL |
Markel Group Inc.
|
1,077 | $2,061,453 | |
| 3 | WRB |
Berkley W R Corp
This page
|
28,655 | $1,899,253 | |
| 4 | PGR |
Progressive Corp/Oh/
|
9,216 | $1,826,979 | |
| 5 | CINF |
Cincinnati Financial Corp
|
7,319 | $1,151,644 | |
| 6 | CB |
Chubb Ltd
|
3,428 | $1,117,288 | |
| 7 | TRV |
Travelers Companies, Inc.
|
1,175 | $342,724 | |
| 8 | ALL |
Allstate Corp
|
1,576 | $326,767 |
All Filings in WRB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,899,253 | 28,655 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,568,724 | 22,372 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $385,551 | 5,032 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $357,725 | 4,869 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $335,305 | 4,712 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $180,651 | 3,087 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $691,822 | 12,195 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $599,251 | 7,626 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $682,403 | 7,716 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $454,517 | 6,427 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $195,803 | 3,084 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $180,883 | 3,037 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $551,063 | 8,851 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $829,547 | 11,431 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $695,977 | 10,777 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $863,693 | 12,653 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $858,876 | 12,898 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $91,287 | 1,108 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $166,849 | 2,280 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $171,560 | 2,305 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $123,197 | 1,635 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $138,219 | 2,081 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $176,050 | 2,879 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $154,854 | 2,703 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,367,586 | 26,214 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||