Position in WRB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,393
+$1,633 QoQ
Shares Held
119
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#848
of 947 holders
Holding Since
Jun 2022
17 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, 2026MV CAPITAL MANAGEMENT, INC. holds $4,586,724 across 16 Insurance - Property & Casualty names. WRB ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
12,351 | $4,208,479 | |
| 2 | TRV |
Travelers Companies, Inc.
|
613 | $202,363 | |
| 3 | PGR |
Progressive Corp/Oh/
|
422 | $92,185 | |
| 4 | ALL |
Allstate Corp
|
127 | $30,218 | |
| 5 | L |
Loews Corp
|
144 | $16,302 | |
| 6 | WRB |
Berkley W R Corp
This page
|
119 | $8,393 | |
| 7 | AIZ |
Assurant, Inc.
|
24 | $6,444 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
|
3 | $6,220 |
All Filings in WRB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,393 | 119 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,760 | 102 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,292 | 104 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $7,815 | 102 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $7,714 | 105 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,258 | 102 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,915 | 84 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,651 | 82 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,400 | 56 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,041 | 57 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,889 | 55 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,364 | 53 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,799 | 47 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,805 | 29 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,161 | 16 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,614 | 25 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $273 | 4 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||