Position in WRB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$591,323
+$41,001 QoQ
Shares Held
8,384
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#510
of 947 holders
Holding Since
Dec 2024
7 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, 2026HBK Sorce Advisory LLC holds $6,340,649 across 7 Insurance - Property & Casualty names. WRB ranks #6 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
36,544 | $1,495,380 | |
| 2 | TRV |
Travelers Companies, Inc.
|
4,223 | $1,394,096 | |
| 3 | CB |
Chubb Ltd
|
2,817 | $959,864 | |
| 4 | PGR |
Progressive Corp/Oh/
|
3,810 | $832,294 | |
| 5 | CINF |
Cincinnati Financial Corp
|
3,541 | $655,580 | |
| 6 | WRB |
Berkley W R Corp
This page
|
8,384 | $591,323 | |
| 7 | ALL |
Allstate Corp
|
1,732 | $412,112 |
All Filings in WRB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,323 | 8,384 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $550,322 | 8,303 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $594,407 | 8,477 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $690,959 | 9,018 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $852,031 | 11,597 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $990,404 | 13,918 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $818,051 | 13,979 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||