Position in WRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,097,869
+$277,191 QoQ
Shares Held
15,566
+25.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#403
of 947 holders
Holding Since
Jun 2025
5 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $18,463,600 across 10 Insurance - Property & Casualty names. WRB ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
22,019 | $5,239,200 | |
| 2 | PGR |
Progressive Corp/Oh/
|
19,974 | $4,363,320 | |
| 3 | L |
Loews Corp
|
18,885 | $2,137,970 | |
| 4 | TRV |
Travelers Companies, Inc.
|
5,597 | $1,847,681 | |
| 5 | CB |
Chubb Ltd
|
5,408 | $1,842,721 | |
| 6 | WRB |
Berkley W R Corp
This page
|
15,566 | $1,097,869 | |
| 7 | MKL |
Markel Group Inc.
|
338 | $660,117 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
|
294 | $609,576 |
All Filings in WRB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,097,869 | 15,566 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $820,678 | 12,382 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $751,686 | 10,720 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $514,196 | 6,711 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,796 | 460 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||