Position in WRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$672,785
+$50,284 QoQ
Shares Held
9,539
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#481
of 947 holders
Holding Since
Sep 2022
16 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, 2026OneDigital Investment Advisors LLC holds $12,836,966 across 10 Insurance - Property & Casualty names. WRB ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,054 | $2,744,319 | |
| 2 | TRV |
Travelers Companies, Inc.
|
6,695 | $2,210,153 | |
| 3 | PGR |
Progressive Corp/Oh/
|
10,028 | $2,190,616 | |
| 4 | ALL |
Allstate Corp
|
7,598 | $1,807,868 | |
| 5 | RLI |
Rli Corp
|
18,117 | $1,070,171 | |
| 6 | CINF |
Cincinnati Financial Corp
|
4,202 | $777,958 | |
| 7 | WRB |
Berkley W R Corp
This page
|
9,539 | $672,785 | |
| 8 | MKL |
Markel Group Inc.
|
343 | $669,882 |
All Filings in WRB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,785 | 9,539 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $622,501 | 9,392 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $740,607 | 10,562 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $795,315 | 10,380 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $758,798 | 10,328 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $781,265 | 10,979 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $999,872 | 17,086 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $990,732 | 17,464 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $955,533 | 12,160 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $948,784 | 10,728 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,015,257 | 14,356 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $878,321 | 13,834 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $345,329 | 5,798 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $341,309 | 5,482 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $409,875 | 5,648 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $368,428 | 5,705 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||