Position in WRB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$417,326
+$43,043 QoQ
Shares Held
5,917
+4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#572
of 947 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $21,179,075 across 15 Insurance - Property & Casualty names. WRB ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
35,402 | $7,733,566 | |
| 2 | CB |
Chubb Ltd
|
17,969 | $6,122,757 | |
| 3 | CINF |
Cincinnati Financial Corp
|
12,702 | $2,351,648 | |
| 4 | TRV |
Travelers Companies, Inc.
|
4,739 | $1,564,438 | |
| 5 | ORI |
Old Republic International Corp
|
33,078 | $1,353,551 | |
| 6 | ALL |
Allstate Corp
|
2,912 | $692,881 | |
| 7 | WRB |
Berkley W R Corp
This page
|
5,917 | $417,326 | |
| 8 | MKL |
Markel Group Inc.
|
184 | $359,353 |
All Filings in WRB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,326 | 5,917 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $374,283 | 5,647 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $153,843 | 2,194 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $167,261 | 2,183 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $177,283 | 2,413 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $154,844 | 2,176 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $123,594 | 2,112 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $97,405 | 1,717 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $72,529 | 923 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $81,453 | 921 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $65,062 | 920 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $58,093 | 915 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $54,497 | 915 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $56,905 | 914 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $66,111 | 911 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $38,747 | 600 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $108,055 | 1,583 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $105,411 | 1,583 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $86,839 | 1,054 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $76,985 | 1,052 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $78,151 | 1,050 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $227,783 | 3,023 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $188,433 | 2,837 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $48,920 | 800 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $45,831 | 800 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $40,796 | 782 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||