Position in WRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,383,747
+$144,776 QoQ
Shares Held
47,976
-1.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#251
of 947 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026XPONANCE LLC holds $104,820,040 across 22 Insurance - Property & Casualty names. WRB ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
125,405 | $27,394,722 | |
| 2 | CB |
Chubb Ltd
|
65,197 | $22,215,225 | |
| 3 | ALL |
Allstate Corp
|
71,135 | $16,925,861 | |
| 4 | TRV |
Travelers Companies, Inc.
|
38,401 | $12,676,938 | |
| 5 | CINF |
Cincinnati Financial Corp
|
27,467 | $5,085,240 | |
| 6 | L |
Loews Corp
|
33,483 | $3,790,610 | |
| 7 | WRB |
Berkley W R Corp
This page
|
47,976 | $3,383,747 | |
| 8 | MKL |
Markel Group Inc.
|
1,641 | $3,204,889 |
All Filings in WRB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,383,747 | 47,976 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,238,971 | 48,868 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,559,571 | 50,764 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,731,930 | 48,707 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,348,174 | 45,572 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,061,943 | 43,029 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,466,266 | 42,144 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,350,153 | 41,427 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,171,952 | 27,640 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,451,379 | 27,718 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,843,813 | 26,072 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,750,865 | 27,577 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,609,133 | 27,017 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,658,981 | 26,646 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,850,099 | 25,494 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,435,483 | 22,228 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,310,046 | 19,192 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $901,761 | 13,542 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $733,353 | 8,901 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $527,553 | 7,209 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $586,433 | 7,879 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $446,599 | 5,927 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $407,088 | 6,129 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $345,925 | 5,657 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $329,875 | 5,758 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||