Position in WRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$512,118
+$30,926 QoQ
Shares Held
7,261
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#533
of 947 holders
Holding Since
Dec 2024
7 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, 2026RWA WEALTH PARTNERS, LLC holds $36,035,518 across 7 Insurance - Property & Casualty names. WRB ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
91,136 | $31,053,680 | |
| 2 | ALL |
Allstate Corp
|
7,769 | $1,848,555 | |
| 3 | PGR |
Progressive Corp/Oh/
|
5,465 | $1,193,829 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,964 | $648,355 | |
| 5 | L |
Loews Corp
|
5,023 | $568,653 | |
| 6 | WRB |
Berkley W R Corp
This page
|
7,261 | $512,118 | |
| 7 | ORI |
Old Republic International Corp
|
5,140 | $210,328 |
All Filings in WRB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,118 | 7,261 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $481,192 | 7,260 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $510,754 | 7,284 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $565,149 | 7,376 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $533,392 | 7,260 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $437,064 | 6,142 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $359,429 | 6,142 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||