Position in WRB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$352,226
+$52,641 QoQ
Shares Held
4,994
+10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#598
of 950 holders
Holding Since
Mar 2021
18 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, 2026Checchi Capital Advisers, LLC holds $5,626,446 across 9 Insurance - Property & Casualty names. WRB ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
5,756 | $1,257,398 | |
| 2 | CB |
Chubb Ltd
|
3,366 | $1,146,930 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,041 | $1,003,894 | |
| 4 | ALL |
Allstate Corp
|
3,277 | $779,729 | |
| 5 | CINF |
Cincinnati Financial Corp
|
2,160 | $399,902 | |
| 6 | WRB |
Berkley W R Corp
This page
|
4,994 | $352,226 | |
| 7 | L |
Loews Corp
|
2,337 | $264,571 | |
| 8 | MKL |
Markel Group Inc.
|
111 | $216,784 |
All Filings in WRB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,226 | 4,994 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $299,585 | 4,520 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $256,148 | 3,653 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $323,872 | 4,227 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $318,418 | 4,334 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $296,666 | 4,169 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $245,432 | 4,194 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $234,294 | 4,130 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $216,802 | 2,759 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $245,421 | 2,775 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $238,185 | 3,368 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $211,140 | 3,545 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $230,984 | 3,710 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $272,572 | 3,756 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $240,689 | 3,727 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $246,282 | 3,608 | Shares | Sole | 2022-08-11 | |
| 2021-06-30 | $247,182 | 3,321 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $247,675 | 3,287 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||