Chevy Chase Trust Holdings, LLC

Position in WRB — Berkley W R Corp

CIK 1462020 BETHESDA, MD

Back to WRB Full portfolio

Position in WRB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,023,229

+$280,998 QoQ

Shares Held

142,113

-3.3% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#140

of 947 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in WRB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Chevy Chase Trust Holdings, LLC holds $227,638,002 across 10 Insurance - Property & Casualty names. WRB ranks #6 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	282,271	$61,662,099
2	CB	Chubb Ltd	177,416	$60,452,727
3	TRV	Travelers Companies, Inc.	103,398	$34,133,747
4	ALL	Allstate Corp	125,296	$29,812,930
5	CINF	Cincinnati Financial Corp	75,048	$13,894,386
6	WRB	Berkley W R Corp This page	142,113	$10,023,229
7	L	Loews Corp	83,934	$9,502,168
8	AIZ	Assurant, Inc.	23,974	$6,437,737

All Filings in WRB

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,023,229	142,113	-3.3%	Shares	Defined	2026-08-14
2026-03-31	$9,742,231	146,986	-3.7%	Shares	Defined	2026-05-15
2025-12-31	$10,707,464	152,702	-0.1%	Shares	Defined	2026-02-13
2025-09-30	$11,716,883	152,922	-3.5%	Shares	Defined	2025-11-14
2025-06-30	$11,640,439	158,438	+0.6%	Shares	Defined	2025-07-29
2025-03-31	$11,205,422	157,468	-0.3%	Shares	Defined	2025-04-23
2024-12-31	$9,244,638	157,974	-2.0%	Shares	Defined	2025-01-30
2024-09-30	$9,144,478	161,193	+46.2%	Shares	Defined	2024-11-14
2024-06-30	$8,666,278	110,286	-2.1%	Shares	Defined	2024-07-22
2024-03-31	$9,959,050	112,608	-1.3%	Shares	Defined	2024-05-03
2023-12-31	$8,071,844	114,138	-0.5%	Shares	Defined	2024-01-24
2023-09-30	$7,282,054	114,696	-1.0%	Shares	Defined	2023-10-23
2023-06-30	$6,900,150	115,852	-2.4%	Shares	Defined	2023-07-25
2023-03-31	$7,391,139	118,714	+0.7%	Shares	Defined	2023-05-17
2022-12-31	$8,556,873	117,912	-5.7%	Shares	Defined	2023-02-09
2022-09-30	$8,076,562	125,063	-1.4%	Shares	Defined	2022-11-04
2022-06-30	$8,659,469	126,860	+0.5%	Shares	Defined	2022-08-10
2022-03-31	$8,409,444	126,287	+50.5%	Shares	Defined	2022-04-27
2021-12-31	$6,913,760	83,915	-2.8%	Shares	Defined	2022-01-31
2021-09-30	$6,318,205	86,338	-3.3%	Shares	Defined	2021-10-20
2021-06-30	$6,646,077	89,293	-5.0%	Shares	Defined	2021-07-20
2021-03-31	$7,085,690	94,037	-7.2%	Shares	Defined	2021-04-22
2020-12-31	$6,731,666	101,350	-0.1%	Shares	Defined	2021-02-12
2020-09-30	$6,200,981	101,406	-8.4%	Shares	Defined	2020-11-06
2020-06-30	$6,341,653	110,694	-8.0%	Shares	Defined	2020-08-14
2020-03-31	$6,280,285	120,381	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.