Position in WRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,965,195
-$50,520,345 QoQ
Shares Held
240,875
-74.6% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 85.28033212247016.ToString("F0")%
Shared 0.ToString("F0")%
None 14.719667877529838.ToString("F0")%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $283,812,453 across 26 Insurance - Property & Casualty names. WRB ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
2,829,433 | $112,894,376 | |
| 2 | MKL |
Markel Group Inc.
|
25,753 | $49,293,042 | |
| 3 | CB |
Chubb Ltd
|
91,760 | $29,907,336 | |
| 4 | ALL |
Allstate Corp
|
132,215 | $27,413,458 | |
| 5 | WRB |
Berkley W R Corp
This page
|
240,875 | $15,965,195 | |
| 6 | TRV |
Travelers Companies, Inc.
|
52,832 | $15,410,037 | |
| 7 | PGR |
Progressive Corp/Oh/
|
31,125 | $6,170,220 | |
| 8 | L |
Loews Corp
|
48,475 | $5,174,221 |
All Filings in WRB
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $1,364,673 | 26,050 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,236,175 | 37,927 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,105,694 | 65,873 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,829,836 | 66,857 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,072,226 | 77,373 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,717,485 | 65,471 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,109,914 | 64,281 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,834,715 | 65,842 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,560,606 | 34,294 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,455,212 | 32,780 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $830,784 | 22,688 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $508,323 | 15,629 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $375,094 | 11,339 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $215,534 | 6,436 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $408,615 | 13,842 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $394,811 | 14,527 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $338,138 | 13,280 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||