Position in WRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$305,465
+$71,232 QoQ
Shares Held
4,331
+22.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#630
of 950 holders
Holding Since
Jun 2024
9 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, 2026West Family Investments, Inc. holds $4,551,513 across 9 Insurance - Property & Casualty names. WRB ranks #8 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
2,901 | $957,678 | |
| 2 | CB |
Chubb Ltd
|
2,214 | $754,398 | |
| 3 | MKL |
Markel Group Inc.
|
373 | $728,472 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
2,510 | $537,441 | |
| 5 | L |
Loews Corp
|
3,624 | $410,273 | |
| 6 | PGR |
Progressive Corp/Oh/
|
1,511 | $330,077 | |
| 7 | AFG |
American Financial Group Inc
|
2,222 | $310,946 | |
| 8 | WRB |
Berkley W R Corp
This page
|
4,331 | $305,465 |
All Filings in WRB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,465 | 4,331 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $234,233 | 3,534 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $274,660 | 3,917 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $326,094 | 4,256 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $309,676 | 4,215 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $275,602 | 3,873 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $226,647 | 3,873 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $224,367 | 3,955 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $207,294 | 2,638 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||