Position in WRB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$58,579,185
-$818,830 QoQ
Shares Held
830,557
-7.3% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#50
of 947 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,559,316,886 across 27 Insurance - Property & Casualty names. WRB ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
2,108,462 | $460,593,523 | |
| 2 | CB |
Chubb Ltd
|
1,299,490 | $442,788,222 | |
| 3 | TRV |
Travelers Companies, Inc.
|
557,657 | $184,093,728 | |
| 4 | ALL |
Allstate Corp
|
323,880 | $77,064,007 | |
| 5 | AIZ |
Assurant, Inc.
|
223,542 | $60,027,733 | |
| 6 | WRB |
Berkley W R Corp
This page
|
830,557 | $58,579,185 | |
| 7 | MKL |
Markel Group Inc.
|
29,808 | $58,215,322 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
113,474 | $37,424,859 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,579,185 | 830,557 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $59,398,015 | 896,168 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $64,342,813 | 917,610 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $96,326,280 | 1,257,195 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $101,342,754 | 1,379,376 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $108,358,463 | 1,522,744 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $88,938,169 | 1,519,791 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $75,212,066 | 1,325,790 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $65,655,832 | 835,528 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $70,874,931 | 801,390 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $53,182,467 | 752,014 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $48,142,536 | 758,269 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $33,816,350 | 567,769 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $125,973,809 | 2,023,349 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $54,195,130 | 746,798 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $44,752,807 | 692,983 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $34,066,747 | 499,073 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $34,007,554 | 510,701 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $23,981,436 | 291,072 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $18,066,726 | 246,881 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $17,595,400 | 236,402 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $15,869,167 | 210,606 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $10,717,597 | 161,361 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $8,554,708 | 139,897 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $5,574,770 | 97,308 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $4,670,734 | 89,529 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||