Westside Investment Management, Inc.
Position in WRB — Berkley W R Corp
CIK 1538383
SANTA MONICA, CA
Position in WRB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$38,790
+$2,337 QoQ
Shares Held
550
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#785
of 950 holders
Holding Since
Jun 2025
5 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, 2026Westside Investment Management, Inc. holds $421,141 across 13 Insurance - Property & Casualty names. WRB ranks #6 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
285 | $97,110 | |
| 2 | PGR |
Progressive Corp/Oh/
|
277 | $60,510 | |
| 3 | TRV |
Travelers Companies, Inc.
|
168 | $55,459 | |
| 4 | HCI |
HCI Group, Inc.
|
252 | $44,163 | |
| 5 | L |
Loews Corp
|
370 | $41,887 | |
| 6 | WRB |
Berkley W R Corp
This page
|
550 | $38,790 | |
| 7 | ALL |
Allstate Corp
|
117 | $27,838 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
106 | $22,696 |
All Filings in WRB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,790 | 550 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $36,453 | 550 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $38,565 | 550 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $40,455 | 528 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $19,396 | 264 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||