Position in WRB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$961,656
-$148,133 QoQ
Shares Held
14,509
-8.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $75,995,651 across 12 Insurance - Property & Casualty names. WRB ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
200,318 | $39,711,039 | |
| 2 | THG |
Hanover Insurance Group, Inc.
|
90,706 | $15,723,885 | |
| 3 | CB |
Chubb Ltd
|
24,164 | $7,875,772 | |
| 4 | MCY |
Mercury General Corp
|
79,715 | $7,026,877 | |
| 5 | TRV |
Travelers Companies, Inc.
|
7,085 | $2,066,552 | |
| 6 | WRB |
Berkley W R Corp
This page
|
14,509 | $961,656 | |
| 7 | ALL |
Allstate Corp
|
4,088 | $847,605 | |
| 8 | MKL |
Markel Group Inc.
|
339 | $648,869 |
All Filings in WRB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $961,656 | 14,509 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,109,789 | 15,827 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,083,636 | 14,143 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,327,749 | 18,072 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $891,777 | 12,532 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $519,540 | 8,878 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $223,743 | 3,944 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $241,397 | 4,608 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $271,746 | 4,609 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $212,443 | 4,506 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $192,967 | 4,559 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $186,939 | 4,708 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $196,036 | 4,723 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $228,692 | 4,727 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $193,912 | 4,504 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $202,186 | 4,443 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $193,110 | 4,350 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||