Position in WRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,592,089
+$85,947 QoQ
Shares Held
50,930
-3.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#238
of 933 holders
Holding Since
Mar 2020
26 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, 2026Advisory Services Network, LLC holds $31,531,335 across 14 Insurance - Property & Casualty names. WRB ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
18,504 | $6,305,045 | |
| 2 | TRV |
Travelers Companies, Inc.
|
16,425 | $5,422,214 | |
| 3 | PGR |
Progressive Corp/Oh/
|
19,210 | $4,196,417 | |
| 4 | WRB |
Berkley W R Corp
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|
50,930 | $3,592,089 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
10,375 | $3,421,774 | |
| 6 | ALL |
Allstate Corp
|
12,722 | $3,027,066 | |
| 7 | RLI |
Rli Corp
|
35,577 | $2,101,531 | |
| 8 | L |
Loews Corp
|
8,135 | $920,958 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,592,089 | 50,930 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $3,506,142 | 52,899 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,013,735 | 57,241 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,264,557 | 68,710 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $4,383,804 | 59,668 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $4,315,993 | 60,652 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,505,463 | 59,902 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,269,309 | 40,002 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,143,354 | 40,002 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,642,574 | 41,187 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,786,718 | 39,405 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,221,894 | 34,996 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $680,412 | 11,424 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $686,664 | 11,029 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,088,838 | 15,004 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,198,278 | 18,555 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,238,098 | 18,138 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $959,027 | 14,402 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $630,859 | 7,657 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $570,509 | 7,796 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $580,552 | 7,800 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $605,285 | 8,033 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $516,613 | 7,778 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $477,702 | 7,812 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $393,465 | 6,868 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $382,875 | 7,339 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||