Position in WRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,067,333
-$819,142 QoQ
Shares Held
212,241
-0.0% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 1.7974849345790869.ToString("F0")%
Shared 0.ToString("F0")%
None 98.20251506542091.ToString("F0")%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Curi Capital, LLC holds $64,962,629 across 8 Insurance - Property & Casualty names. WRB ranks #3 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFG |
American Financial Group Inc
|
128,832 | $16,453,134 | |
| 2 | PGR |
Progressive Corp/Oh/
|
79,243 | $15,709,132 | |
| 3 | WRB |
Berkley W R Corp
This page
|
212,241 | $14,067,333 | |
| 4 | CB |
Chubb Ltd
|
30,580 | $9,966,938 | |
| 5 | MKL |
Markel Group Inc.
|
1,959 | $3,749,662 | |
| 6 | ALL |
Allstate Corp
|
10,602 | $2,198,218 | |
| 7 | CINF |
Cincinnati Financial Corp
|
9,858 | $1,551,155 | |
| 8 | TRV |
Travelers Companies, Inc.
|
4,344 | $1,267,057 |
All Filings in WRB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,067,333 | 212,241 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $14,886,475 | 212,300 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,263,514 | 212,262 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $15,580,488 | 212,066 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $217,284 | 3,713 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $208,596 | 3,677 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $142,565 | 2,418 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||