Position in WRB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,949,872
+$139,633 QoQ
Shares Held
27,646
+1.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#312
of 947 holders
Holding Since
Mar 2020
26 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, 2026Belpointe Asset Management LLC holds $11,286,509 across 10 Insurance - Property & Casualty names. WRB ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
9,679 | $2,114,377 | |
| 2 | WRB |
Berkley W R Corp
This page
|
27,646 | $1,949,872 | |
| 3 | ALL |
Allstate Corp
|
7,076 | $1,683,663 | |
| 4 | TRV |
Travelers Companies, Inc.
|
4,180 | $1,379,901 | |
| 5 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
17,587 | $1,026,201 | |
| 6 | CINF |
Cincinnati Financial Corp
|
4,958 | $917,924 | |
| 7 | SIGI |
Selective Insurance Group Inc
|
8,691 | $843,113 | |
| 8 | AFG |
American Financial Group Inc
|
3,588 | $502,104 |
All Filings in WRB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,949,872 | 27,646 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,810,239 | 27,312 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,958,241 | 27,927 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,160,345 | 41,247 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,030,270 | 41,245 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,295,277 | 46,308 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $2,717,317 | 46,434 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,641,859 | 46,569 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,432,916 | 30,961 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,738,190 | 30,961 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,189,563 | 30,961 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,180,057 | 34,337 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,013,189 | 33,801 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,246,031 | 36,075 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,989,811 | 41,199 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,645,775 | 40,969 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,201,396 | 46,900 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,741,907 | 41,176 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $561,323 | 6,813 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,966,782 | 26,876 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,990,407 | 26,742 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,015,010 | 26,742 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,806,092 | 27,192 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,635,274 | 26,742 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,532,047 | 26,742 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,399,305 | 26,822 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||