Position in WRB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,544,882
+$362,946 QoQ
Shares Held
64,439
+2.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#208
of 947 holders
Holding Since
Mar 2020
25 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, 2026HighTower Advisors, LLC holds $351,845,262 across 25 Insurance - Property & Casualty names. WRB ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
61,151 | $119,428,514 | |
| 2 | CB |
Chubb Ltd
|
246,875 | $84,120,187 | |
| 3 | TRV |
Travelers Companies, Inc.
|
122,227 | $40,349,577 | |
| 4 | CINF |
Cincinnati Financial Corp
|
143,749 | $26,613,689 | |
| 5 | PGR |
Progressive Corp/Oh/
|
112,149 | $24,498,949 | |
| 6 | ALL |
Allstate Corp
|
88,976 | $21,170,949 | |
| 7 | L |
Loews Corp
|
130,761 | $14,803,452 | |
| 8 | WRB |
Berkley W R Corp
This page
|
64,439 | $4,544,882 |
All Filings in WRB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,544,882 | 64,439 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,181,936 | 63,095 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,816,538 | 125,735 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,569,608 | 124,897 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,321,285 | 126,872 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,994,054 | 126,392 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,269,471 | 124,222 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,751,530 | 136,639 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,249,402 | 92,255 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,108,205 | 57,759 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,292,636 | 60,699 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,274,880 | 51,581 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,829,578 | 47,508 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,439,515 | 71,306 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,720,722 | 106,390 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,867,173 | 106,336 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,186,964 | 105,288 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,517,062 | 67,834 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,024,817 | 24,576 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,687,967 | 23,066 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,595,407 | 21,435 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,584,384 | 21,027 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $1,272,838 | 20,815 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,177,709 | 20,557 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,297,887 | 24,878 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||