Position in WRB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$28,282
+$5,217 QoQ
Shares Held
401
+15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#796
of 947 holders
Holding Since
Jun 2022
9 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, 2026Crewe Advisors LLC holds $937,307 across 8 Insurance - Property & Casualty names. WRB ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,318 | $551,544 | |
| 2 | TRV |
Travelers Companies, Inc.
|
422 | $139,310 | |
| 3 | MKL |
Markel Group Inc.
|
50 | $97,650 | |
| 4 | PGR |
Progressive Corp/Oh/
|
204 | $44,563 | |
| 5 | CB |
Chubb Ltd
|
107 | $36,459 | |
| 6 | CINF |
Cincinnati Financial Corp
|
184 | $34,065 | |
| 7 | WRB |
Berkley W R Corp
This page
|
401 | $28,282 | |
| 8 | L |
Loews Corp
|
48 | $5,434 |
All Filings in WRB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,282 | 401 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $23,065 | 348 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $24,401 | 348 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $12,872 | 168 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $15,951 | 203 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,775 | 54 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $5,225 | 72 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $7,943 | 123 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,914 | 72 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||