Position in WRB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$98,600
+$3,953 QoQ
Shares Held
1,398
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#742
of 947 holders
Holding Since
Mar 2025
5 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, 2026CARY STREET PARTNERS FINANCIAL LLC holds $8,947,066 across 7 Insurance - Property & Casualty names. WRB ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,929 | $3,042,466 | |
| 2 | TRV |
Travelers Companies, Inc.
|
7,491 | $2,472,928 | |
| 3 | MKL |
Markel Group Inc.
|
987 | $1,927,620 | |
| 4 | ALL |
Allstate Corp
|
3,260 | $775,684 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
2,326 | $498,043 | |
| 6 | PGR |
Progressive Corp/Oh/
|
603 | $131,725 | |
| 7 | WRB |
Berkley W R Corp
This page
|
1,398 | $98,600 |
All Filings in WRB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,600 | 1,398 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $94,647 | 1,428 | Shares | Defined | 2026-04-29 | |
| 2025-09-30 | $5,746 | 75 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $43,053 | 586 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $5,265 | 74 | Shares | Defined | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||