Position in WRB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$143,034
+$9,547 QoQ
Shares Held
2,028
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#716
of 933 holders
Holding Since
Sep 2021
20 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, 2026JFS WEALTH ADVISORS, LLC holds $2,008,939 across 26 Insurance - Property & Casualty names. WRB ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,783 | $662,187 | |
| 2 | ORI |
Old Republic International Corp
|
11,157 | $456,544 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,192 | $393,503 | |
| 4 | CB |
Chubb Ltd
|
442 | $150,607 | |
| 5 | WRB |
Berkley W R Corp
This page
|
2,028 | $143,034 | |
| 6 | PGR |
Progressive Corp/Oh/
|
229 | $50,025 | |
| 7 | MKL |
Markel Group Inc.
|
17 | $33,201 | |
| 8 | L |
Loews Corp
|
231 | $26,151 |
All Filings in WRB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,034 | 2,028 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $133,487 | 2,014 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $143,185 | 2,042 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $147,646 | 1,927 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $141,650 | 1,928 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $136,271 | 1,915 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $111,831 | 1,911 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $107,503 | 1,895 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $98,460 | 1,253 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $110,107 | 1,245 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $87,975 | 1,244 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $77,711 | 1,224 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $72,901 | 1,224 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $77,202 | 1,240 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $92,962 | 1,281 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $82,145 | 1,272 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $86,895 | 1,273 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $88,830 | 1,334 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $72,008 | 874 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $56,275 | 769 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||