Position in WRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,686,288
+$6,464,682 QoQ
Shares Held
108,979
+491.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#159
of 947 holders
Holding Since
Mar 2021
21 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, 2026Wealthfront Advisers LLC holds $110,576,026 across 10 Insurance - Property & Casualty names. WRB ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
157,731 | $34,456,336 | |
| 2 | CB |
Chubb Ltd
|
85,452 | $29,116,914 | |
| 3 | TRV |
Travelers Companies, Inc.
|
40,488 | $13,365,898 | |
| 4 | ALL |
Allstate Corp
|
46,578 | $11,082,769 | |
| 5 | WRB |
Berkley W R Corp
This page
|
108,979 | $7,686,288 | |
| 6 | L |
Loews Corp
|
60,804 | $6,883,620 | |
| 7 | MKL |
Markel Group Inc.
|
2,084 | $4,070,072 | |
| 8 | CINF |
Cincinnati Financial Corp
|
15,790 | $2,923,360 |
All Filings in WRB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,686,288 | 108,979 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,221,606 | 18,431 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,386,693 | 19,776 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,833,899 | 23,935 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,580,853 | 21,517 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,239,037 | 17,412 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $792,477 | 13,542 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $636,170 | 11,214 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $655,907 | 8,347 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $723,439 | 8,180 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $525,803 | 7,435 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $399,479 | 6,292 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $335,561 | 5,634 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $361,917 | 5,813 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,056,924 | 28,344 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,634,389 | 25,308 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,857,902 | 27,218 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $376,832 | 5,659 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $257,633 | 3,127 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $207,213 | 2,784 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $212,110 | 2,815 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||