Position in WRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,116,392
+$191,357 QoQ
Shares Held
30,007
+3.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#302
of 947 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $57,906,647 across 16 Insurance - Property & Casualty names. WRB ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
74,326 | $25,325,840 | |
| 2 | ALL |
Allstate Corp
|
36,412 | $8,663,870 | |
| 3 | PGR |
Progressive Corp/Oh/
|
34,530 | $7,543,077 | |
| 4 | TRV |
Travelers Companies, Inc.
|
17,677 | $5,835,530 | |
| 5 | WRB |
Berkley W R Corp
This page
|
30,007 | $2,116,392 | |
| 6 | CINF |
Cincinnati Financial Corp
|
8,415 | $1,557,952 | |
| 7 | LMND |
Lemonade, Inc.
|
20,857 | $1,356,747 | |
| 8 | MKL |
Markel Group Inc.
|
613 | $1,197,195 |
All Filings in WRB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,116,392 | 30,007 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,925,035 | 29,044 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,020,367 | 28,813 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,439,919 | 18,793 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,235,324 | 16,814 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $699,075 | 9,824 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $640,794 | 10,950 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $554,479 | 9,774 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $515,720 | 6,563 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,244,704 | 14,074 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,388,022 | 19,627 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,554,490 | 24,484 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,040,884 | 34,266 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,248,833 | 36,120 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,047,997 | 28,221 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,466,933 | 22,715 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $655,706 | 9,606 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||