Position in WRB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$21,934
+$1,321 QoQ
Shares Held
311
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#816
of 947 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Asset Dedication, LLC holds $6,668,806 across 13 Insurance - Property & Casualty names. WRB ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
12,070 | $3,984,548 | |
| 2 | CB |
Chubb Ltd
|
3,670 | $1,250,515 | |
| 3 | PGR |
Progressive Corp/Oh/
|
5,663 | $1,237,082 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
207 | $68,270 | |
| 5 | MCY |
Mercury General Corp
|
273 | $29,107 | |
| 6 | CINF |
Cincinnati Financial Corp
|
151 | $27,956 | |
| 7 | ALL |
Allstate Corp
|
109 | $25,935 | |
| 8 | WRB |
Berkley W R Corp
This page
|
311 | $21,934 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,934 | 311 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $20,613 | 311 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $21,807 | 311 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $23,828 | 311 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $14,620 | 199 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $14,160 | 199 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $11,645 | 199 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $11,289 | 199 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $10,451 | 133 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $11,762 | 133 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $9,405 | 133 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,444 | 133 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,921 | 133 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $8,280 | 133 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $9,651 | 133 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $8,589 | 133 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $9,078 | 133 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $8,856 | 133 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $7,332 | 89 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $48,957 | 669 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $43,020 | 578 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $43,552 | 578 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $38,324 | 577 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $35,222 | 576 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $32,884 | 574 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $29,945 | 574 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||