Position in WRB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$12,681,505
+$813,542 QoQ
Shares Held
179,803
+0.4% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#124
of 947 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $55,302,154 across 19 Insurance - Property & Casualty names. WRB ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
53,361 | $17,615,532 | |
| 2 | WRB |
Berkley W R Corp
This page
|
179,803 | $12,681,505 | |
| 3 | PGR |
Progressive Corp/Oh/
|
54,213 | $11,842,829 | |
| 4 | MKL |
Markel Group Inc.
|
3,741 | $7,306,210 | |
| 5 | AIZ |
Assurant, Inc.
|
18,958 | $5,090,791 | |
| 6 | CB |
Chubb Ltd
|
1,605 | $546,887 | |
| 7 | CINF |
Cincinnati Financial Corp
|
674 | $124,784 | |
| 8 | L |
Loews Corp
|
378 | $42,793 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,681,505 | 179,803 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $11,867,963 | 179,058 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,550,918 | 178,992 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $13,801,942 | 180,135 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $13,526,634 | 184,111 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $12,996,163 | 182,633 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,499,306 | 179,414 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $9,984,706 | 176,004 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,942,566 | 113,802 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,888,131 | 100,499 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,441,889 | 91,090 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,941,684 | 77,834 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $4,575,045 | 76,814 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,702,626 | 75,532 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $5,562,345 | 76,648 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $4,765,935 | 73,799 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,113,769 | 74,916 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,016,820 | 75,339 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $4,133,179 | 50,166 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,625,112 | 49,537 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,616,181 | 48,585 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,648,749 | 48,424 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,258,698 | 49,062 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,878,271 | 47,069 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,729,694 | 47,647 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,355,739 | 45,155 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||