Position in WRB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,598,164
-$1,449,915 QoQ
Shares Held
164,443
-16.5% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#128
of 947 holders
Holding Since
Mar 2020
19 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, 2026Janney Montgomery Scott LLC holds $288,843,552 across 24 Insurance - Property & Casualty names. WRB ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
316,735 | $107,924,283 | |
| 2 | TRV |
Travelers Companies, Inc.
|
182,605 | $60,281,562 | |
| 3 | ALL |
Allstate Corp
|
107,701 | $25,626,375 | |
| 4 | CINF |
Cincinnati Financial Corp
|
120,995 | $22,401,014 | |
| 5 | PGR |
Progressive Corp/Oh/
|
63,415 | $13,853,006 | |
| 6 | WRB |
Berkley W R Corp
This page
|
164,443 | $11,598,164 | |
| 7 | MKL |
Markel Group Inc.
|
4,529 | $8,845,182 | |
| 8 | AFG |
American Financial Group Inc
|
51,361 | $7,187,458 |
All Filings in WRB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,598,164 | 164,443 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $13,048,079 | 196,863 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $14,271,804 | 203,534 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $16,464,795 | 214,889 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $15,656,310 | 213,098 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $15,714,049 | 220,827 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $13,534,095 | 231,273 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $13,649,408 | 240,603 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $12,607,854 | 160,446 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $14,457,286 | 163,470 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $11,182,890 | 158,129 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $10,554,585 | 166,240 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,521,805 | 159,869 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $14,393,896 | 198,345 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $13,173,922 | 203,994 | Shares | Sole | 2022-10-25 | |
| 2020-12-31 | $7,449,401 | 112,156 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $6,564,213 | 107,346 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,845,813 | 84,584 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,953,761 | 75,786 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||