Position in WRB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$764,822
+$99,573 QoQ
Shares Held
10,844
+8.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#462
of 947 holders
Holding Since
Dec 2024
7 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, 2026Merit Financial Group, LLC holds $42,425,698 across 19 Insurance - Property & Casualty names. WRB ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
51,386 | $17,509,260 | |
| 2 | TRV |
Travelers Companies, Inc.
|
20,474 | $6,758,873 | |
| 3 | ALL |
Allstate Corp
|
24,418 | $5,810,014 | |
| 4 | PGR |
Progressive Corp/Oh/
|
16,667 | $3,640,901 | |
| 5 | CINF |
Cincinnati Financial Corp
|
7,377 | $1,365,772 | |
| 6 | ORI |
Old Republic International Corp
|
24,501 | $1,002,578 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
4,083 | $874,250 | |
| 8 | WRB |
Berkley W R Corp
This page
|
10,844 | $764,822 |
All Filings in WRB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,822 | 10,844 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $665,249 | 10,037 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,027,394 | 14,652 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,416,318 | 18,485 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,386,378 | 18,870 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,247,577 | 17,532 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $560,094 | 9,571 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||