Position in WRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$199,975,258
-$16,612,933 QoQ
Shares Held
2,835,322
-13.2% QoQ
Ownership
0.764%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#17
of 947 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Derivatives in WRB
reported options exposure · as of Sep 30, 2024CallValue
$397,110
CallShares
7,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026UBS Group AG holds $3,572,637,404 across 43 Insurance - Property & Casualty names. WRB ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,756,908 | $939,388,829 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,946,122 | $642,453,792 | |
| 3 | PGR |
Progressive Corp/Oh/
|
2,366,933 | $517,056,512 | |
| 4 | ALL |
Allstate Corp
|
1,538,436 | $366,055,460 | |
| 5 | WRB |
Berkley W R Corp
This page
|
2,835,322 | $199,975,258 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,050,678 | $194,522,522 | |
| 7 | L |
Loews Corp
|
1,093,446 | $123,789,020 | |
| 8 | MKL |
Markel Group Inc.
|
44,268 | $86,455,845 |
All Filings in WRB
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,975,258 | 2,835,322 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $216,588,191 | 3,267,776 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $245,831,392 | 3,505,867 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $199,194,145 | 2,599,767 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $192,068,284 | 2,614,241 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $185,704,114 | 2,609,670 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $99,774,491 | 1,704,964 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $397,110 | 7,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $135,496,197 | 2,388,440 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $550,060 | 7,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $108,901,731 | 1,385,870 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $130,677,350 | 1,477,582 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $89,192,125 | 1,261,200 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $50,941,873 | 802,360 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $30,103,553 | 505,432 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $24,312,610 | 390,501 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $35,771,783 | 492,928 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $24,736,509 | 383,037 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $33,211,038 | 486,537 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $20,684,700 | 310,628 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,222,319 | 209,034 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,426,367 | 101,481 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,392,024 | 247,105 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $20,560,006 | 272,860 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $17,563,970 | 264,438 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $15,720,025 | 257,073 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $10,040,749 | 175,262 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $3,693,118 | 70,790 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||