Position in WRB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,846,398
-$187,634 QoQ
Shares Held
68,714
-9.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#200
of 947 holders
Holding Since
Mar 2020
24 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, 2026Atria Investments, Inc holds $43,360,825 across 17 Insurance - Property & Casualty names. WRB ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
47,028 | $16,024,320 | |
| 2 | PGR |
Progressive Corp/Oh/
|
37,251 | $8,137,480 | |
| 3 | WRB |
Berkley W R Corp
This page
|
68,714 | $4,846,398 | |
| 4 | MKL |
Markel Group Inc.
|
1,719 | $3,357,224 | |
| 5 | ALL |
Allstate Corp
|
11,982 | $2,850,997 | |
| 6 | CINF |
Cincinnati Financial Corp
|
13,355 | $2,472,544 | |
| 7 | RLI |
Rli Corp
|
18,393 | $1,086,474 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
2,233 | $736,465 |
All Filings in WRB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,846,398 | 68,714 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,034,032 | 75,951 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,488,152 | 78,268 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,922,387 | 90,347 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,393,359 | 100,631 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,894,051 | 96,881 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,462,139 | 93,338 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,251,723 | 92,574 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,851,610 | 61,741 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,478,336 | 50,637 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $3,567,685 | 50,448 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,750,452 | 43,321 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,124,209 | 35,665 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,377,960 | 38,194 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,735,105 | 51,469 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,414,019 | 52,865 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,783,176 | 55,423 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,156,811 | 62,424 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,748,696 | 33,362 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,285,115 | 31,226 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,911,436 | 25,681 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,532,694 | 20,341 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,250,555 | 18,828 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $676,906 | 12,975 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||