Position in WRB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,273,271
-$832,904 QoQ
Shares Held
34,298
-22.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Bank Julius Baer & Co. Ltd, Zurich holds $465,357,359 across 6 Insurance - Property & Casualty names. WRB ranks #3 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
1,383,176 | $274,200,810 | |
| 2 | MKL |
Markel Group Inc.
|
97,383 | $186,397,869 | |
| 3 | WRB |
Berkley W R Corp
This page
|
34,298 | $2,273,271 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
3,803 | $1,299,332 | |
| 5 | CB |
Chubb Ltd
|
1,924 | $627,089 | |
| 6 | ALL |
Allstate Corp
|
2,696 | $558,988 |
All Filings in WRB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $195,454 | 3,731 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $195,747 | 3,320 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||