Position in WRB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$25,461
+$9,554 QoQ
Shares Held
361
+50.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#802
of 947 holders
Holding Since
Mar 2025
6 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, 2026Clearstead Trust, LLC holds $1,049,137 across 15 Insurance - Property & Casualty names. WRB ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,671 | $569,376 | |
| 2 | PGR |
Progressive Corp/Oh/
|
1,046 | $228,498 | |
| 3 | ALL |
Allstate Corp
|
152 | $36,166 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
166 | $35,543 | |
| 5 | ORI |
Old Republic International Corp
|
727 | $29,748 | |
| 6 | WRB |
Berkley W R Corp
This page
|
361 | $25,461 | |
| 7 | L |
Loews Corp
|
182 | $20,604 | |
| 8 | CINF |
Cincinnati Financial Corp
|
111 | $20,550 |
All Filings in WRB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,461 | 361 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $15,907 | 240 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $16,828 | 240 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $27,889 | 364 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $22,996 | 313 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,078 | 240 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||