Position in WRB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$642,951
-$7,399 QoQ
Shares Held
9,116
+7.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#493
of 950 holders
Holding Since
Sep 2025
2 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, 2026Arbor Investment Advisors, LLC holds $1,139,769 across 2 Insurance - Property & Casualty names. WRB ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
This page
|
9,116 | $642,951 | |
| 2 | ALL |
Allstate Corp
|
2,088 | $496,818 |
All Filings in WRB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,951 | 9,116 | Shares | Sole | 2026-07-24 | |
| 2025-09-30 | $650,350 | 8,488 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||