Position in WRB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$575,595
+$267,990 QoQ
Shares Held
8,161
+75.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#514
of 947 holders
Holding Since
Mar 2025
6 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, 2026MISSION WEALTH MANAGEMENT, LP holds $16,792,772 across 8 Insurance - Property & Casualty names. WRB ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
22,075 | $7,521,835 | |
| 2 | TRV |
Travelers Companies, Inc.
|
12,131 | $4,004,685 | |
| 3 | ALL |
Allstate Corp
|
8,246 | $1,962,053 | |
| 4 | PGR |
Progressive Corp/Oh/
|
5,237 | $1,144,022 | |
| 5 | MKL |
Markel Group Inc.
|
521 | $1,017,518 | |
| 6 | WRB |
Berkley W R Corp
This page
|
8,161 | $575,595 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,769 | $327,512 | |
| 8 | L |
Loews Corp
|
2,116 | $239,552 |
All Filings in WRB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,595 | 8,161 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $307,605 | 4,641 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $326,128 | 4,651 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $362,642 | 4,733 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $911,909 | 12,412 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $382,485 | 5,375 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||