Position in WRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,231,004
-$42,267 QoQ
Shares Held
31,632
-7.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#298
of 950 holders
Holding Since
Mar 2024
10 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, 2026Bank Julius Baer & Co. Ltd, Zurich holds $485,791,713 across 6 Insurance - Property & Casualty names. WRB ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
1,333,623 | $291,329,944 | |
| 2 | MKL |
Markel Group Inc.
|
92,601 | $180,850,679 | |
| 3 | CB |
Chubb Ltd
|
31,128 | $10,606,554 | |
| 4 | WRB |
Berkley W R Corp
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|
31,632 | $2,231,004 | |
| 5 | ALL |
Allstate Corp
|
3,147 | $748,797 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
75 | $24,735 |
All Filings in WRB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,231,004 | 31,632 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,273,271 | 34,298 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,106,175 | 44,298 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,322,517 | 56,415 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $454,265 | 6,183 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $489,936 | 6,885 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $240,517 | 4,110 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $293,861 | 5,180 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $293,182 | 3,731 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $293,620 | 3,320 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||