Position in WRB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$634
+$104 QoQ
Shares Held
9
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#927
of 947 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Derivatives in WRB
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$569
PutShares
8
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Quaker Wealth Management, LLC holds $549,035 across 8 Insurance - Property & Casualty names. WRB ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,254 | $427,287 | |
| 2 | L |
Loews Corp
|
1,005 | $113,776 | |
| 3 | PGR |
Progressive Corp/Oh/
|
15 | $3,276 | |
| 4 | ALL |
Allstate Corp
|
7 | $1,665 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
4 | $1,319 | |
| 6 | RLI |
Rli Corp
|
12 | $708 | |
| 7 | WRB |
Berkley W R Corp
This page
|
9 | $634 | |
| 8 | CINF |
Cincinnati Financial Corp
|
2 | $370 |
All Filings in WRB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634 | 9 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $530 | 8 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $771 | 11 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $612 | 8 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $587 | 8 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $569 | 8 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||