Position in WRB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$420,499
+$13,408 QoQ
Shares Held
5,962
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#568
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, 2026PRIVATE TRUST CO NA holds $11,119,557 across 22 Insurance - Property & Casualty names. WRB ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
10,780 | $3,673,177 | |
| 2 | PGR |
Progressive Corp/Oh/
|
7,690 | $1,679,880 | |
| 3 | TRV |
Travelers Companies, Inc.
|
4,523 | $1,493,132 | |
| 4 | CINF |
Cincinnati Financial Corp
|
7,816 | $1,447,054 | |
| 5 | ALL |
Allstate Corp
|
5,990 | $1,425,260 | |
| 6 | WRB |
Berkley W R Corp
This page
|
5,962 | $420,499 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
1,257 | $414,571 | |
| 8 | RLI |
Rli Corp
|
2,200 | $129,954 |
All Filings in WRB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,499 | 5,962 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $407,091 | 6,142 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $426,960 | 6,089 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $465,236 | 6,072 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $458,599 | 6,242 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $460,405 | 6,470 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $384,066 | 6,563 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $363,809 | 6,413 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $387,635 | 4,933 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $436,274 | 4,933 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $355,721 | 5,030 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $319,608 | 5,034 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $329,783 | 5,537 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $344,858 | 5,539 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $587,817 | 8,100 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $520,126 | 8,054 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $542,667 | 7,950 | Shares | Defined | 2022-09-16 | |
| No filing history on record for this holder in this stock. | ||||||