Position in WRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$201,927
+$12,168 QoQ
Shares Held
2,863
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#715
of 950 holders
Holding Since
Mar 2020
26 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, 2026Heritage Wealth Advisors holds $52,605,426 across 11 Insurance - Property & Casualty names. WRB ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
169,958 | $37,127,325 | |
| 2 | MKL |
Markel Group Inc.
|
7,272 | $14,202,288 | |
| 3 | AIZ |
Assurant, Inc.
|
1,348 | $361,978 | |
| 4 | CB |
Chubb Ltd
|
786 | $267,821 | |
| 5 | WRB |
Berkley W R Corp
This page
|
2,863 | $201,927 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
485 | $159,957 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
673 | $144,102 | |
| 8 | TRV |
Travelers Companies, Inc.
|
194 | $64,043 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,927 | 2,863 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $189,759 | 2,863 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $200,753 | 2,863 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $219,363 | 2,863 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $210,344 | 2,863 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $203,731 | 2,863 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $167,542 | 2,863 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $162,417 | 2,863 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $150,009 | 1,909 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $168,831 | 1,909 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $135,004 | 1,909 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $121,202 | 1,909 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $113,700 | 1,909 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $118,854 | 1,909 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $138,536 | 1,909 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $123,283 | 1,909 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $130,308 | 1,909 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $127,120 | 1,909 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $104,882 | 1,273 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $93,158 | 1,273 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $94,749 | 1,273 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $95,920 | 1,273 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $84,552 | 1,273 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $77,844 | 1,273 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $72,930 | 1,273 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $66,412 | 1,273 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||