Position in WRB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,752,952
-$112,299 QoQ
Shares Held
24,854
-11.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#328
of 947 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,944,177 across 21 Insurance - Property & Casualty names. WRB ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
7,130 | $2,353,755 | |
| 2 | CB |
Chubb Ltd
|
6,254 | $2,130,987 | |
| 3 | WRB |
Berkley W R Corp
This page
|
24,854 | $1,752,952 | |
| 4 | PGR |
Progressive Corp/Oh/
|
7,294 | $1,593,374 | |
| 5 | ALL |
Allstate Corp
|
5,024 | $1,195,410 | |
| 6 | MKL |
Markel Group Inc.
|
488 | $953,068 | |
| 7 | AIZ |
Assurant, Inc.
|
1,581 | $424,545 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
1,976 | $423,101 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,752,952 | 24,854 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,865,251 | 28,142 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,134,242 | 30,437 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,762,840 | 36,059 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,966,718 | 40,380 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,925,885 | 41,117 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $2,543,162 | 43,458 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,529,363 | 44,586 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $2,344,671 | 29,838 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,767,287 | 31,290 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $2,204,697 | 31,175 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,051,490 | 32,312 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $2,221,708 | 37,302 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $2,363,640 | 37,964 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $3,569,282 | 49,184 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $3,516,378 | 54,450 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $3,828,023 | 56,080 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $3,932,735 | 59,059 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $2,963,405 | 35,968 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,737,001 | 37,401 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,765,000 | 37,149 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,792,999 | 37,067 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $2,168,081 | 32,642 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,820,803 | 29,776 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,201,885 | 20,979 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $928,209 | 17,792 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||