Position in WRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,347,513
+$141,391 QoQ
Shares Held
231,781
-5.2% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#106
of 947 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $678,099,563 across 34 Insurance - Property & Casualty names. WRB ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
576,647 | $196,486,698 | |
| 2 | TRV |
Travelers Companies, Inc.
|
409,993 | $135,346,889 | |
| 3 | PGR |
Progressive Corp/Oh/
|
444,022 | $96,996,605 | |
| 4 | ALL |
Allstate Corp
|
374,144 | $89,023,823 | |
| 5 | CINF |
Cincinnati Financial Corp
|
150,719 | $27,904,115 | |
| 6 | ORI |
Old Republic International Corp
|
426,745 | $17,462,405 | |
| 7 | MKL |
Markel Group Inc.
|
8,779 | $17,145,474 | |
| 8 | WRB |
Berkley W R Corp
This page
|
231,781 | $16,347,513 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,347,513 | 231,781 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $16,206,122 | 244,510 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,924,439 | 298,409 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $19,559,553 | 255,280 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,319,378 | 331,011 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,040,350 | 351,888 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $19,636,327 | 335,549 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $18,505,326 | 326,200 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $15,370,414 | 195,602 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $16,890,624 | 190,984 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,312,628 | 131,683 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,902,511 | 108,718 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,118,994 | 69,157 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,148,885 | 66,638 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,405,928 | 115,832 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,616,603 | 102,456 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,093,496 | 74,619 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,558,548 | 68,457 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,593,936 | 43,621 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,989,468 | 27,186 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,586,996 | 21,322 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,811,263 | 24,038 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,576,478 | 23,735 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,528,323 | 24,993 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $648,751 | 11,324 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $574,236 | 11,007 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||