Position in WRB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$269,283
+$19,076 QoQ
Shares Held
3,818
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#652
of 947 holders
Holding Since
Dec 2023
11 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, 2026BIP Wealth, LLC holds $1,507,586 across 3 Insurance - Property & Casualty names. WRB ranks #3 (17.9% of the industry book) .
All Filings in WRB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,283 | 3,818 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $250,207 | 3,775 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $267,157 | 3,810 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $291,922 | 3,810 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $277,349 | 3,775 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $268,629 | 3,775 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $220,913 | 3,775 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $242,123 | 4,268 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $224,424 | 2,856 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $251,700 | 2,846 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $201,269 | 2,846 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||