Position in WRB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$518,748
+$39,809 QoQ
Shares Held
7,355
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#530
of 947 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Advisors Capital Management, LLC holds $40,225,396 across 7 Insurance - Property & Casualty names. WRB ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
97,472 | $33,212,609 | |
| 2 | PGR |
Progressive Corp/Oh/
|
19,623 | $4,286,644 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,270 | $749,372 | |
| 4 | MKL |
Markel Group Inc.
|
348 | $679,647 | |
| 5 | WRB |
Berkley W R Corp
This page
|
7,355 | $518,748 | |
| 6 | ALL |
Allstate Corp
|
1,954 | $464,934 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,693 | $313,442 |
All Filings in WRB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,748 | 7,355 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $478,939 | 7,226 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $509,772 | 7,270 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $566,451 | 7,393 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||