Position in WRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$553,307
-$44,538 QoQ
Shares Held
7,845
-13.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#518
of 947 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Adalta Capital Management LLC holds $6,093,374 across 3 Insurance - Property & Casualty names. WRB ranks #2 (9.1% of the industry book) .
All Filings in WRB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,307 | 7,845 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $597,845 | 9,020 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $890,874 | 12,705 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $925,952 | 12,085 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $600,249 | 8,170 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $528,007 | 7,420 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $61,153 | 1,045 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||