Position in WRB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$13,048,079
-$1,223,725 QoQ
Shares Held
196,863
-3.3% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Janney Montgomery Scott LLC holds $281,280,342 across 22 Insurance - Property & Casualty names. WRB ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
315,893 | $102,959,005 | |
| 2 | TRV |
Travelers Companies, Inc.
|
189,717 | $55,336,654 | |
| 3 | CINF |
Cincinnati Financial Corp
|
176,049 | $27,701,310 | |
| 4 | ALL |
Allstate Corp
|
106,100 | $21,998,774 | |
| 5 | PGR |
Progressive Corp/Oh/
|
68,068 | $13,493,800 | |
| 6 | WRB |
Berkley W R Corp
This page
|
196,863 | $13,048,079 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
30,858 | $10,542,944 | |
| 8 | MKL |
Markel Group Inc.
|
4,628 | $8,858,315 |
All Filings in WRB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $8,405,236 | 160,446 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $9,638,191 | 163,470 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,455,259 | 158,129 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,036,389 | 166,240 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,347,870 | 159,869 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $9,595,931 | 198,345 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,782,614 | 203,994 | Shares | Sole | 2022-10-25 | |
| 2020-12-31 | $3,310,845 | 112,156 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,917,428 | 107,346 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,153,694 | 84,584 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,757,227 | 75,786 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||