Position in WRB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$318,933
-$43,932 QoQ
Shares Held
4,812
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026EverSource Wealth Advisors, LLC holds $20,437,055 across 42 Insurance - Property & Casualty names. WRB ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
68,133 | $13,506,681 | |
| 2 | CB |
Chubb Ltd
|
7,116 | $2,319,308 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,869 | $836,821 | |
| 4 | ALL |
Allstate Corp
|
2,937 | $608,950 | |
| 5 | ORI |
Old Republic International Corp
|
11,951 | $476,840 | |
| 6 | L |
Loews Corp
|
3,227 | $344,443 | |
| 7 | CINF |
Cincinnati Financial Corp
|
2,071 | $325,865 | |
| 8 | WRB |
Berkley W R Corp
This page
|
4,812 | $318,933 |
All Filings in WRB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,933 | 4,812 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $362,865 | 5,175 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $423,246 | 5,524 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $610,386 | 8,308 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $577,959 | 8,122 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $504,205 | 8,616 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $468,642 | 8,261 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $423,228 | 8,079 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $294,561 | 4,996 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $244,217 | 5,180 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $219,631 | 5,189 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $218,505 | 5,503 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $242,481 | 5,842 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $338,658 | 7,000 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $535,151 | 12,430 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $636,819 | 13,994 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $612,670 | 13,801 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $157,015 | 4,288 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||