Position in WRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$307,933
+$93,156 QoQ
Shares Held
4,366
+42.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#626
of 947 holders
Holding Since
Jun 2025
4 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, 2026Summit Financial, LLC holds $16,629,060 across 11 Insurance - Property & Casualty names. WRB ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
28,845 | $9,828,645 | |
| 2 | ORI |
Old Republic International Corp
|
34,450 | $1,409,694 | |
| 3 | ALL |
Allstate Corp
|
5,627 | $1,338,888 | |
| 4 | PGR |
Progressive Corp/Oh/
|
5,370 | $1,173,076 | |
| 5 | TRV |
Travelers Companies, Inc.
|
2,433 | $803,181 | |
| 6 | CINF |
Cincinnati Financial Corp
|
4,074 | $754,260 | |
| 7 | AFG |
American Financial Group Inc
|
2,349 | $328,719 | |
| 8 | WRB |
Berkley W R Corp
This page
|
4,366 | $307,933 |
All Filings in WRB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,933 | 4,366 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $214,777 | 3,063 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $232,081 | 3,029 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $230,328 | 3,135 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||