Position in WRB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$216,588,191
-$29,243,201 QoQ
Shares Held
3,267,776
-6.8% QoQ
Ownership
0.878%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 73.83480385436457.ToString("F0")%
Shared 0.ToString("F0")%
None 26.165196145635438.ToString("F0")%
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 Mar 31, 2026UBS Group AG holds $3,507,251,048 across 45 Insurance - Property & Casualty names. WRB ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,871,071 | $935,768,168 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,125,741 | $620,036,133 | |
| 3 | PGR |
Progressive Corp/Oh/
|
2,918,556 | $578,574,538 | |
| 4 | ALL |
Allstate Corp
|
1,412,581 | $292,884,541 | |
| 5 | WRB |
Berkley W R Corp
This page
|
3,267,776 | $216,588,191 | |
| 6 | L |
Loews Corp
|
1,288,263 | $137,509,191 | |
| 7 | CINF |
Cincinnati Financial Corp
|
795,925 | $125,238,795 | |
| 8 | AFG |
American Financial Group Inc
|
848,396 | $108,348,650 |
All Filings in WRB
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $366,706 | 7,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $72,601,153 | 1,385,870 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $87,118,234 | 1,477,582 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $59,461,416 | 1,261,200 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $33,961,249 | 802,360 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $20,069,035 | 505,432 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $16,208,406 | 390,501 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $23,847,855 | 492,928 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $16,491,004 | 383,037 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $22,140,690 | 486,537 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $13,789,799 | 310,628 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,654,362 | 209,034 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,300,607 | 101,481 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,174,233 | 247,105 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,137,780 | 272,860 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $7,806,208 | 264,438 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,986,677 | 257,073 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,462,554 | 175,262 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,641,384 | 70,790 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||