Position in WRB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,363,607
+$2,958,011 QoQ
Shares Held
146,939
+31.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#136
of 947 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Verdence Capital Advisors LLC holds $29,974,940 across 8 Insurance - Property & Casualty names. WRB ranks #2 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
31,568 | $10,756,480 | |
| 2 | WRB |
Berkley W R Corp
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|
146,939 | $10,363,607 | |
| 3 | TRV |
Travelers Companies, Inc.
|
19,976 | $6,594,477 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
3,071 | $1,012,846 | |
| 5 | MKL |
Markel Group Inc.
|
300 | $585,903 | |
| 6 | PGR |
Progressive Corp/Oh/
|
1,071 | $233,959 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,161 | $214,947 | |
| 8 | L |
Loews Corp
|
1,879 | $212,721 |
All Filings in WRB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,363,607 | 146,939 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,405,596 | 111,732 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,680,033 | 109,527 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,790,644 | 101,679 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,696,055 | 77,529 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,030,656 | 70,695 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||