Position in WRB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,761,557
+$394,731 QoQ
Shares Held
24,976
+21.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#326
of 947 holders
Holding Since
Jun 2025
5 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, 2026Summit Trail Advisors, LLC holds $42,141,731 across 18 Insurance - Property & Casualty names. WRB ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
30,260 | $7,200,064 | |
| 2 | PGR |
Progressive Corp/Oh/
|
31,700 | $6,924,865 | |
| 3 | CB |
Chubb Ltd
|
18,076 | $6,159,216 | |
| 4 | TRV |
Travelers Companies, Inc.
|
10,017 | $3,306,812 | |
| 5 | L |
Loews Corp
|
18,454 | $2,089,177 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
8,624 | $1,846,570 | |
| 7 | AFG |
American Financial Group Inc
|
12,804 | $1,791,791 | |
| 8 | WRB |
Berkley W R Corp
This page
|
24,976 | $1,761,557 |
All Filings in WRB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,761,557 | 24,976 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,366,826 | 20,622 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $868,646 | 12,388 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,080,571 | 14,103 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $282,271 | 3,842 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||