Position in WRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,505,744
-$1,960,421 QoQ
Shares Held
83,068
-22.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 61.80719410603361.ToString("F0")%
Shared 0.ToString("F0")%
None 38.192805893966394.ToString("F0")%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $164,576,316 across 43 Insurance - Property & Casualty names. WRB ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
143,901 | $46,901,650 | |
| 2 | ALL |
Allstate Corp
|
205,702 | $42,650,251 | |
| 3 | TRV |
Travelers Companies, Inc.
|
62,509 | $18,232,623 | |
| 4 | PGR |
Progressive Corp/Oh/
|
80,283 | $15,915,299 | |
| 5 | CINF |
Cincinnati Financial Corp
|
40,034 | $6,299,349 | |
| 6 | MKL |
Markel Group Inc.
|
3,077 | $5,889,592 | |
| 7 | WRB |
Berkley W R Corp
This page
|
83,068 | $5,505,744 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
11,370 | $3,884,672 |
All Filings in WRB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2025-06-30 | $3,800,749 | 51,732 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $2,964,452 | 41,659 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,981,767 | 50,953 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $1,878,667 | 33,116 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,252,615 | 23,911 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,499,703 | 25,436 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,775,173 | 80,073 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,125,758 | 121,100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,789,167 | 95,429 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $4,838,057 | 116,561 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,464,721 | 195,633 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,104,867 | 188,252 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,219,725 | 158,652 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,509,822 | 101,588 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $1,928,730 | 52,672 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $1,445,022 | 44,429 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,369,377 | 41,396 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $1,314,235 | 39,244 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,054,657 | 35,727 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $782,637 | 28,797 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $702,473 | 27,589 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $506,855 | 21,860 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||