Position in WRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,209,063
-$462,317 QoQ
Shares Held
73,856
-13.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#192
of 947 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $38,257,294 across 13 Insurance - Property & Casualty names. WRB ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
34,876 | $7,618,661 | |
| 2 | WRB |
Berkley W R Corp
This page
|
73,856 | $5,209,063 | |
| 3 | TRV |
Travelers Companies, Inc.
|
13,357 | $4,409,411 | |
| 4 | CB |
Chubb Ltd
|
12,614 | $4,298,093 | |
| 5 | ALL |
Allstate Corp
|
16,856 | $4,010,716 | |
| 6 | CINF |
Cincinnati Financial Corp
|
14,408 | $2,667,497 | |
| 7 | AIZ |
Assurant, Inc.
|
8,369 | $2,247,327 | |
| 8 | RLI |
Rli Corp
|
37,487 | $2,214,357 |
All Filings in WRB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,209,063 | 73,856 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $5,671,380 | 85,567 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,774,993 | 96,620 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,543,927 | 98,459 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $7,023,805 | 95,601 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $13,629,844 | 191,538 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $5,567,007 | 95,130 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $5,217,231 | 91,966 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,501,536 | 57,286 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,859,335 | 54,945 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,591,376 | 50,783 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,120,472 | 49,149 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,302,941 | 105,825 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,376,861 | 102,423 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $9,827,937 | 135,427 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $8,945,162 | 138,513 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,152,579 | 134,084 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $8,033,943 | 120,648 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $6,403,436 | 77,721 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,282,344 | 72,183 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,877,621 | 65,533 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,533,282 | 60,163 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,681,840 | 40,377 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,389,499 | 39,076 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,908,270 | 33,309 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,646,226 | 31,555 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||