Position in WRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$445,326
+$25,376 QoQ
Shares Held
6,314
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#558
of 947 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $10,030,582 across 8 Insurance - Property & Casualty names. WRB ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
13,960 | $4,756,730 | |
| 2 | ALL |
Allstate Corp
|
6,235 | $1,483,555 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,559 | $1,174,897 | |
| 4 | PGR |
Progressive Corp/Oh/
|
4,582 | $1,000,937 | |
| 5 | PLMR |
Palomar Holdings, Inc.
|
4,027 | $508,972 | |
| 6 | WRB |
Berkley W R Corp
This page
|
6,314 | $445,326 | |
| 7 | MKL |
Markel Group Inc.
|
200 | $390,602 | |
| 8 | CINF |
Cincinnati Financial Corp
|
1,456 | $269,563 |
All Filings in WRB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,326 | 6,314 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $419,950 | 6,336 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $497,852 | 7,100 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $537,259 | 7,012 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $522,885 | 7,117 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $525,374 | 7,383 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $463,653 | 7,923 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $448,847 | 7,912 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $200,143 | 2,547 | Shares | Sole | 2024-08-09 | |
| 2023-06-30 | $223,886 | 3,759 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $240,261 | 3,859 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $272,718 | 3,758 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||