Position in WRB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$235,993
+$14,221 QoQ
Shares Held
3,346
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#680
of 947 holders
Holding Since
Mar 2024
9 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, 2026Trust Asset Management LLC holds $5,096,519 across 7 Insurance - Property & Casualty names. WRB ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
6,498 | $1,419,488 | |
| 2 | CB |
Chubb Ltd
|
4,096 | $1,395,671 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,440 | $805,492 | |
| 4 | ALL |
Allstate Corp
|
2,942 | $700,019 | |
| 5 | CINF |
Cincinnati Financial Corp
|
1,737 | $321,588 | |
| 6 | WRB |
Berkley W R Corp
This page
|
3,346 | $235,993 | |
| 7 | L |
Loews Corp
|
1,928 | $218,268 |
All Filings in WRB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,993 | 3,346 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $221,772 | 3,346 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $234,621 | 3,346 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $266,484 | 3,478 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $255,528 | 3,478 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $247,494 | 3,478 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $206,517 | 3,529 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $200,200 | 3,529 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $208,187 | 2,354 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||