Position in WRB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$31,033
+$3,594 QoQ
Shares Held
440
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#792
of 947 holders
Holding Since
Mar 2021
22 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, 2026Bogart Wealth, LLC holds $10,669,841 across 21 Insurance - Property & Casualty names. WRB ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
248,473 | $10,167,515 | |
| 2 | ALL |
Allstate Corp
|
655 | $155,850 | |
| 3 | TRV |
Travelers Companies, Inc.
|
239 | $78,898 | |
| 4 | CB |
Chubb Ltd
|
208 | $70,873 | |
| 5 | PGR |
Progressive Corp/Oh/
|
180 | $39,321 | |
| 6 | L |
Loews Corp
|
344 | $38,944 | |
| 7 | WRB |
Berkley W R Corp
This page
|
440 | $31,033 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
82 | $27,044 |
All Filings in WRB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,033 | 440 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $27,439 | 414 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $28,328 | 404 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $32,946 | 430 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $29,681 | 404 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $28,250 | 397 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $24,753 | 423 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $22,521 | 397 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $20,823 | 265 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $23,436 | 265 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $18,740 | 265 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $16,824 | 265 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $15,783 | 265 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $16,498 | 265 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $19,231 | 265 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $29,125 | 451 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $21,501 | 315 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $17,646 | 265 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $14,583 | 177 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $12,952 | 177 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $13,174 | 177 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $13,336 | 177 | Shares | Sole | 2021-04-16 | |
| No filing history on record for this holder in this stock. | ||||||