Position in WRB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$18,565,955
-$2,055,705 QoQ
Shares Held
280,114
-4.8% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026CWM, LLC holds $162,095,451 across 43 Insurance - Property & Casualty names. WRB ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
134,046 | $39,098,537 | |
| 2 | CB |
Chubb Ltd
|
110,012 | $35,856,211 | |
| 3 | ALL |
Allstate Corp
|
153,921 | $31,913,980 | |
| 4 | WRB |
Berkley W R Corp
This page
|
280,114 | $18,565,955 | |
| 5 | PGR |
Progressive Corp/Oh/
|
49,095 | $9,732,592 | |
| 6 | ORI |
Old Republic International Corp
|
143,391 | $5,721,300 | |
| 7 | CINF |
Cincinnati Financial Corp
|
25,485 | $4,010,064 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
17,700 | $3,068,295 |
All Filings in WRB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,565,955 | 280,114 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,621,660 | 294,091 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $23,423,576 | 305,711 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $22,517,379 | 306,484 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $22,904,126 | 321,868 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $19,165,124 | 327,497 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $19,008,577 | 335,071 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $18,402,033 | 234,182 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $21,735,014 | 245,760 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $18,692,157 | 264,312 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $19,063,903 | 300,266 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $19,453,622 | 326,622 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $21,531,579 | 345,833 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $24,652,899 | 339,712 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $112,756 | 1,746 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $100,478 | 1,472 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $82,971 | 1,246 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $63,687 | 773 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $55,152 | 741 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $55,834 | 741 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $49,217 | 741 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $45,312 | 741 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $42,451 | 741 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $38,658 | 741 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||