Position in WRB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,082,763
-$1,508 QoQ
Shares Held
100,422
-6.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#165
of 947 holders
Holding Since
Jun 2021
21 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, 2026BENJAMIN EDWARDS INC holds $59,742,309 across 9 Insurance - Property & Casualty names. WRB ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
64,331 | $15,306,917 | |
| 2 | PGR |
Progressive Corp/Oh/
|
65,951 | $14,406,995 | |
| 3 | CB |
Chubb Ltd
|
34,686 | $11,818,907 | |
| 4 | WRB |
Berkley W R Corp
This page
|
100,422 | $7,082,763 | |
| 5 | RLI |
Rli Corp
|
95,925 | $5,666,289 | |
| 6 | MKL |
Markel Group Inc.
|
1,378 | $2,691,247 | |
| 7 | TRV |
Travelers Companies, Inc.
|
6,034 | $1,991,944 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
1,417 | $467,340 |
All Filings in WRB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,082,763 | 100,422 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $7,084,271 | 106,884 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,876,438 | 112,328 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $9,689,977 | 126,468 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $9,237,602 | 125,733 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,364,940 | 131,604 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $8,118,362 | 138,728 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,034,272 | 141,623 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $170,754 | 2,173 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $171,308 | 1,937 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $83,661 | 1,183 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $62,474 | 984 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $38,416 | 645 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $42,025 | 675 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $52,105 | 718 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $44,947 | 696 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $38,225 | 560 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $37,290 | 560 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $29,166 | 354 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $24,368 | 333 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $24,785 | 333 | Shares | Defined | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||