Position in WRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,432,791
+$1,844,026 QoQ
Shares Held
34,493
+288.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#288
of 947 holders
Holding Since
Sep 2022
16 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, 2026NewEdge Advisors, LLC holds $70,248,848 across 21 Insurance - Property & Casualty names. WRB ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
99,590 | $33,934,296 | |
| 2 | ALL |
Allstate Corp
|
49,772 | $11,842,749 | |
| 3 | PGR |
Progressive Corp/Oh/
|
38,391 | $8,386,513 | |
| 4 | CINF |
Cincinnati Financial Corp
|
19,281 | $3,569,684 | |
| 5 | TRV |
Travelers Companies, Inc.
|
8,459 | $2,792,485 | |
| 6 | MKL |
Markel Group Inc.
|
1,266 | $2,472,510 | |
| 7 | WRB |
Berkley W R Corp
This page
|
34,493 | $2,432,791 | |
| 8 | ORI |
Old Republic International Corp
|
27,780 | $1,136,757 |
All Filings in WRB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,432,791 | 34,493 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $588,765 | 8,883 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $740,046 | 10,554 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $721,453 | 9,416 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $721,842 | 9,825 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $624,002 | 8,769 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $567,234 | 9,693 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $488,955 | 8,619 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $592,807 | 7,544 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $488,454 | 5,523 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $181,821 | 2,571 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,075,648 | 16,942 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $100,418 | 1,686 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $102,729 | 1,650 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $552,330 | 7,611 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $352,735 | 5,462 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||