Position in WRB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$24,826
+$1,496 QoQ
Shares Held
352
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#790
of 933 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $930,721 across 23 Insurance - Property & Casualty names. WRB ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,103 | $364,122 | |
| 2 | MKL |
Markel Group Inc.
|
125 | $244,126 | |
| 3 | CB |
Chubb Ltd
|
277 | $94,384 | |
| 4 | PGR |
Progressive Corp/Oh/
|
421 | $91,967 | |
| 5 | ALL |
Allstate Corp
|
188 | $44,732 | |
| 6 | WRB |
Berkley W R Corp
This page
|
352 | $24,826 | |
| 7 | CINF |
Cincinnati Financial Corp
|
97 | $17,958 | |
| 8 | AFG |
American Financial Group Inc
|
61 | $8,536 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,826 | 352 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $23,330 | 352 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $14,304 | 204 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $15,630 | 204 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $14,987 | 204 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $14,516 | 204 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $11,938 | 204 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $11,572 | 204 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $10,686 | 136 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $12,027 | 136 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $9,617 | 136 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $8,634 | 136 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $8,100 | 136 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $9,339 | 150 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,869 | 136 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $8,782 | 136 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $7,576 | 111 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $7,391 | 111 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $6,096 | 74 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $5,415 | 74 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $5,507 | 74 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $5,575 | 74 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $34,007 | 512 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $31,308 | 512 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $29,332 | 512 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $26,085 | 500 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||