Position in WRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,148,241
+$1,183,046 QoQ
Shares Held
243,134
+0.9% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#103
of 950 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $299,634,285 across 25 Insurance - Property & Casualty names. WRB ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
2,758,825 | $112,891,119 | |
| 2 | MKL |
Markel Group Inc.
|
26,522 | $51,797,731 | |
| 3 | CB |
Chubb Ltd
|
90,743 | $30,919,769 | |
| 4 | ALL |
Allstate Corp
|
127,397 | $30,312,842 | |
| 5 | TRV |
Travelers Companies, Inc.
|
52,249 | $17,248,439 | |
| 6 | WRB |
Berkley W R Corp
This page
|
243,134 | $17,148,241 | |
| 7 | PGR |
Progressive Corp/Oh/
|
28,537 | $6,233,907 | |
| 8 | CINF |
Cincinnati Financial Corp
|
26,910 | $4,982,117 |
All Filings in WRB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,148,241 | 243,134 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,965,195 | 240,875 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $66,485,540 | 948,168 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $73,053,645 | 953,454 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $70,412,472 | 958,384 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $69,663,718 | 978,973 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,530,872 | 43,248 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,217,518 | 39,089 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,047,010 | 26,050 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,354,263 | 37,927 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,658,541 | 65,873 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,244,754 | 66,857 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,608,339 | 77,373 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,076,227 | 65,471 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,664,872 | 64,281 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,252,073 | 65,842 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $2,340,910 | 34,294 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $2,182,818 | 32,780 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,869,265 | 22,688 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,143,728 | 15,629 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $843,961 | 11,339 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $484,952 | 6,436 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $919,385 | 13,842 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $888,326 | 14,527 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $760,810 | 13,280 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||