Position in WRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,307,484
+$80,709 QoQ
Shares Held
18,538
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#372
of 947 holders
Holding Since
Mar 2020
26 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, 2026Independent Advisor Alliance holds $13,285,014 across 11 Insurance - Property & Casualty names. WRB ranks #6 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
13,499 | $3,211,951 | |
| 2 | PGR |
Progressive Corp/Oh/
|
9,514 | $2,078,333 | |
| 3 | CB |
Chubb Ltd
|
5,335 | $1,817,847 | |
| 4 | CINF |
Cincinnati Financial Corp
|
9,183 | $1,700,139 | |
| 5 | TRV |
Travelers Companies, Inc.
|
4,576 | $1,510,628 | |
| 6 | WRB |
Berkley W R Corp
This page
|
18,538 | $1,307,484 | |
| 7 | MKL |
Markel Group Inc.
|
247 | $482,393 | |
| 8 | RLI |
Rli Corp
|
6,552 | $387,026 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307,484 | 18,538 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,226,775 | 18,509 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,435,687 | 34,736 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,090,817 | 53,391 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,862,243 | 66,180 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,647,174 | 65,306 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,809,710 | 65,101 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,558,048 | 62,719 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,376,270 | 42,966 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,712,888 | 41,982 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,931,487 | 41,452 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,422,716 | 38,159 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,051,129 | 34,438 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,195,911 | 35,270 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,426,958 | 33,443 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,456,233 | 38,034 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,405,688 | 35,243 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,211,518 | 33,211 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,670,293 | 20,273 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,382,368 | 18,890 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,312,424 | 17,633 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,279,142 | 16,976 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,101,310 | 16,581 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $963,419 | 15,755 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $316,526 | 5,525 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $242,069 | 4,640 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||