Position in WRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$324,296
-$359 QoQ
Shares Held
4,598
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#615
of 947 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $6,931,077 across 9 Insurance - Property & Casualty names. WRB ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
14,679 | $5,001,722 | |
| 2 | ALL |
Allstate Corp
|
3,657 | $870,146 | |
| 3 | WRB |
Berkley W R Corp
This page
|
4,598 | $324,296 | |
| 4 | PGR |
Progressive Corp/Oh/
|
1,198 | $261,703 | |
| 5 | TRV |
Travelers Companies, Inc.
|
772 | $254,852 | |
| 6 | MKL |
Markel Group Inc.
|
102 | $199,207 | |
| 7 | CINF |
Cincinnati Financial Corp
|
63 | $11,663 | |
| 8 | CNA |
Cna Financial Corp
|
143 | $6,951 |
All Filings in WRB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,296 | 4,598 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $324,655 | 4,630 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $351,685 | 4,590 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $337,227 | 4,590 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $326,624 | 4,590 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $322,386 | 5,509 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $296,325 | 3,771 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $274,393 | 3,880 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $227,548 | 3,584 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $226,377 | 3,636 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $263,864 | 3,636 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $234,812 | 3,636 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $248,193 | 3,636 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $451,879 | 6,786 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $372,814 | 4,525 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $331,139 | 4,525 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $303,599 | 4,079 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $559,247 | 7,422 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $492,969 | 7,422 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $453,855 | 7,422 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $461,298 | 8,052 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $471,773 | 9,043 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||