Position in WRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,715,115
+$209,371 QoQ
Shares Held
81,031
-2.5% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#181
of 947 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $152,156,296 across 43 Insurance - Property & Casualty names. WRB ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
103,041 | $35,110,188 | |
| 2 | ALL |
Allstate Corp
|
121,915 | $29,008,453 | |
| 3 | TRV |
Travelers Companies, Inc.
|
68,184 | $22,508,900 | |
| 4 | PGR |
Progressive Corp/Oh/
|
79,911 | $17,456,557 | |
| 5 | MKL |
Markel Group Inc.
|
4,854 | $9,479,910 | |
| 6 | CINF |
Cincinnati Financial Corp
|
44,413 | $8,222,622 | |
| 7 | WRB |
Berkley W R Corp
This page
|
81,031 | $5,715,115 | |
| 8 | ORI |
Old Republic International Corp
|
95,328 | $3,900,819 |
All Filings in WRB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,715,115 | 81,031 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,505,744 | 83,068 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,466,165 | 106,477 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,282,466 | 108,098 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $2,964,452 | 41,659 | Shares | Defined | 2025-05-12 | |
| 2024-09-30 | $1,878,667 | 33,116 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,878,925 | 23,911 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,249,557 | 25,436 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,662,763 | 80,073 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,688,640 | 121,100 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $7,257,090 | 116,561 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,197,081 | 195,633 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,157,301 | 188,252 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,829,590 | 158,652 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $6,538,005 | 101,588 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $4,339,645 | 52,672 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $3,251,306 | 44,429 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $3,081,101 | 41,396 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $2,957,032 | 39,244 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,372,984 | 35,727 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,760,935 | 28,797 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,580,568 | 27,589 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,140,433 | 21,860 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||