Position in WRB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$895,731
-$254,335 QoQ
Shares Held
12,700
-15.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#441
of 950 holders
Holding Since
Sep 2022
8 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, 2026Edgestream Partners, L.P. holds $42,081,862 across 12 Insurance - Property & Casualty names. WRB ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTM |
White Mountains Insurance Group Ltd
|
6,578 | $13,638,758 | |
| 2 | PGR |
Progressive Corp/Oh/
|
26,143 | $5,710,938 | |
| 3 | CNA |
Cna Financial Corp
|
112,227 | $5,455,354 | |
| 4 | AIZ |
Assurant, Inc.
|
19,275 | $5,175,915 | |
| 5 | CINF |
Cincinnati Financial Corp
|
27,405 | $5,073,761 | |
| 6 | HMN |
Horace Mann Educators Corp /De/
|
60,480 | $3,123,792 | |
| 7 | WRB |
Berkley W R Corp
This page
|
12,700 | $895,731 | |
| 8 | TRV |
Travelers Companies, Inc.
|
2,491 | $822,328 |
All Filings in WRB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $895,731 | 12,700 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $1,150,066 | 15,010 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $6,167,010 | 86,664 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $2,262,335 | 39,879 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $1,621,105 | 18,330 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,464,682 | 20,711 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,939,288 | 26,723 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,972,571 | 61,514 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||