Position in WRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,632
+$1,062 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#821
of 950 holders
Holding Since
Sep 2025
4 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, 2026Strategic Wealth Partners, Ltd. holds $13,029,018 across 9 Insurance - Property & Casualty names. WRB ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
52,786 | $11,531,101 | |
| 2 | CB |
Chubb Ltd
|
1,632 | $556,087 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,244 | $410,669 | |
| 4 | ORI |
Old Republic International Corp
|
4,651 | $190,318 | |
| 5 | ALL |
Allstate Corp
|
745 | $177,265 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
325 | $107,188 | |
| 7 | HCI |
HCI Group, Inc.
|
166 | $29,091 | |
| 8 | WRB |
Berkley W R Corp
This page
|
250 | $17,632 |
All Filings in WRB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,632 | 250 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $16,570 | 250 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,530 | 250 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $40,225 | 525 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||