Position in WRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,606,724
+$2,918,245 QoQ
Shares Held
150,386
+29.6% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#134
of 933 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $347,734,821 across 35 Insurance - Property & Casualty names. WRB ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
215,327 | $73,370,521 | |
| 2 | TRV |
Travelers Companies, Inc.
|
152,783 | $50,436,723 | |
| 3 | PGR |
Progressive Corp/Oh/
|
154,700 | $33,794,214 | |
| 4 | ALL |
Allstate Corp
|
136,521 | $32,483,806 | |
| 5 | CINF |
Cincinnati Financial Corp
|
134,765 | $24,950,391 | |
| 6 | MKL |
Markel Group Inc.
|
8,072 | $15,764,695 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
49,954 | $10,696,150 | |
| 8 | WRB |
Berkley W R Corp
This page
|
150,386 | $10,606,724 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,606,724 | 150,386 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,688,479 | 116,000 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,642,798 | 108,996 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,367,133 | 109,203 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,461,171 | 87,943 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,717,349 | 80,345 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,463,612 | 76,275 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,196,487 | 73,973 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,648,784 | 46,434 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,976,527 | 44,963 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,763,951 | 39,083 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,376,622 | 37,433 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $2,239,397 | 37,599 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $2,171,505 | 34,878 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,237,405 | 30,831 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,799,778 | 27,869 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,445,338 | 21,174 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,324,673 | 19,893 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,084,417 | 13,162 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $967,804 | 13,225 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,035,469 | 13,912 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,035,686 | 13,745 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,008,720 | 15,187 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $872,794 | 14,273 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $735,259 | 12,834 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $647,482 | 12,411 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||